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Features
Customers Guide
Create, manage, and analyze your store's customers
Customers Overview
All of your store's Customers can be found by navigating to Customers in the Dashboard. This Customers List View can be searched, sorted, and filtered by multiple attributes. Lists can also be exported to CSV.
The default Search finds customers based on their Name, Email, or Phone, and supports partial matches when returning search results.
Customers List View
Choosing Advanced allows a partial-match search by Customer Address fields, along with a variety of other search filters.
Under Actions, you can choose to set customers to Active or Inactive, which allows or blocks the customer’s login to their customer accounts.
Clicking View opens the Customer Detail view, which provides a full overview of all information and associated data available for the customer.
Leads & Open Carts
Using the tabs at the top of the Customers List View, you can view lists of Customers, Leads, and Open Carts.
Customers, in the context of this list view, means store users who have completed a purchase.
Leads are customers who have not yet completed a purchase, but who have entered an email address (and potentially other information such as phone number, shipping address, etc) and been registered to the store.
Open Carts displays a list of the shopping carts that customers have not yet closed - carts not yet submitted via a purchase. Using the Carts API this list can be queried programmatically, for example to allow a third party application or service to import open carts for remarketing purposes.
Customer Detail View
Orders
All Orders for the customer can be viewed on the Orders tab.
Subscriptions
All Subscriptions for the customer can be viewed on the Subscriptions tab with a preview of the subscription’s products, frequency, and next renewal date.
Carts
A customer’s carts can be viewed in the Carts tab. Any Open Carts can be accessed here to assist customers in building their order. See Customer Carts for more details.
Addresses
Customer’s Addresses can be viewed and edited through the Address tab. Create and manage addresses for a customer and set defaults for Billing and Shipping.
Support Tickets
All of a customer’s Support Tickets can be seen from the Support tab, offering easy access to resolve customer service inquiries.
Reviews
Emails
The Emails tab shows a log of all Notifications, or transactional emails that have been sent to a customer.
Notes
Notes can be viewed and added to a customer through the Notes tab. Notes can be edited for only 5 minutes after they’ve been added.
Tags
Tags can be added to Customers through the Dashboard or via API, allowing custom workflows through filtered search views for customers with specific tags.
Customer Carts
Dashboard Users such as Administrators, Customer Service or Sales Agents have the ability to open new carts for customers, and update existing open carts to assist in the sales process. Within the Cart management features, sales agents can also create a Check Out Link to send to the customer to complete their own checkout from any device. Agent-order attribution is preserved for any Order Complete Link.
Accessing Customer Carts
From the Customer List View, choose the Open Carts tab to find and open a customer cart. Alternatively, via the Customer Details view, navigate to the Carts tab to find the customer’s current Open cart, as well as any previously closed carts.
Customer Details View - Carts tab
Updating a Customer Cart
On the Carts detail view you’ll find a full overview of all Products in the cart as well as any Offer Discounts applied. Available cart actions include:
- Add/Update/Remove Products to update quantities
- Set Schedule for a one-time sale or a recurring subscription
- Add/Remove a Voucher or a Coupon Code to apply discounts to the cart
- Under Cart Actions, choose Create Check Out Link to generate a unique checkout link for the cart, exactly as configured. Use the Check Out Now button to complete the order using the persona of the customer.
- View/Update Source Attribution for the cart to manually add source attribution to the cart, which carries through to the order.
Adding Products to the Cart
Users can search products by name or SKU to add them to the open cart. This is useful in assisting customers to build an order that meets conditional criteria of a Dynamic Offer, for example to apply incentive-based discounts based on product quantities or price thresholds.
Create Check Out Link for a Cart
When managing Open Carts, it may be useful to populate the cart with products, quantities, promo codes, and so forth, then send the customer a checkout link where they can easily complete their order unassisted. Choose the Create Check Out Link to generate a unique Check Out Link, which can be automatically emailed to the customer, or copied and provided directly to the customer via chat or SMS.
The customer simply has to follow the link to the secure checkout and complete their order. When following the link, the customer will automatically be logged into their store account, and any previously saved customer details, such as name, email, and billing and shipping addresses, will be pre-populated along with the contents of the cart.
Check Out Now
Choosing Check Out Now opens a new tab to the checkout, allowing agent-assisted order placement, for example in a phone or chat-based order entry process. This unique checkout session carries the persona of the end customer (not the agent), so it will appear that any order was placed by the customer themselves.
Note: On manually generated Check Out links, the customer's original IP address is preserved. Orders placed by sales/support agents will carry the original customer's IP address on transactions.
It's important to note that payment methods requiring the customer's direct input via a redirect flow, such as Paypal or Klarna, will not be possible for an agent to use to complete a purchase on the customer's behalf. In these cases, agents should send the customers the unique Check Out Link to let them complete the order on their own.
Updating Cart Source Attribution
Users can update Cart Source Attribution data that will carry over onto the Order when the customer completes their order. This is useful for tracking sales agent commissions, affiliate or sub-affiliate source performance, or other marketing channel attribution and reporting. Source Attribution will automatically carry the Agent attribution field for any orders generated from an Open Cart view.
Cart Source Attribution
Last modified 4mo ago