Managing customers

Each time a new customer places an order in your outlet, their name and details appear on your client list. You can view and manage all your customers at the Customers page in your outlet administration. From there, you can add, modify, remove, filter, or search for a client profile, as well as view all orders placed by a particular client. If you wish to offer discounts to a specific group of clients, then you can establish a client cluster.

Table of Contents

1. Adding clients
2. Modifying clients
3. Exploring and filtering clients
4. Establishing client groups
5. Exporting clients
6. Removing clients

Adding clients

You can include clients in bulk by importing them to your existing outlet. For instance, if you're a traditional store or a diner venturing into online commerce, you can append your current clients to the client list in your online outlet.

Once imported, you’ll be able to mark them as tax-exempt or include them into a client group (loyal customers, wholesale buyers, etc.) and offer them special discounts on their online purchases.

To import clients:

1. Generate a simple CSV file with a client list using a text editor, Excel, or OpenOffice. This CSV file must have comma (",") as a separator and it must start with a header ("name","email","password"). You can import a client’s name, email address, and password (optional).

2. From your outlet administration, go to Apps → App Market.
3. Acquire and install the Import customers app. It’s free.
4. Upload your CSV file through this app and new clients will be automatically created.

Modifying clients

You can alter an existing client profile to update their details.

To modify a client’s details via desktop:

1. From your outlet administration, go to My Sales → Customers.
2. Click the pencil icon of the client profile you wish to modify.
3. In the Edit customer dialog, you can alter a client’s:
   • name
   • email address
   • assigned client group
   • tax exemption settings
   • if the client agrees to marketing (accepts to receive marketing emails)
4. Click Save to confirm your alterations.

To modify a client’s details via iOS app:

1. From the My e-Shop app, navigate to Store → Customers.
2. Click the name of the client profile you wish to modify.
3. Click Edit to alter a client’s:
   • name
   • email address
   • phone number
   • assigned customer group
4. Click Done to confirm your alterations.

To modify a client’s details via Android app:

1. From the My e-Shop app, navigate to Store → Customers.
2. Click the name of the client profile you wish to modify.
3. Click Edit to alter a client’s:
   • name
   • email address
   • phone number
   • assigned customer group
4. Save alterations.

Exploring and filtering customers

Utilize the Filter toolbar on the Customers page to explore by customer name and email or refine all the customers that meet one or more criteria (customer group assigned, tax-exempt, whether they consent to email marketing, number of orders placed).

To refine customers:

1. From your outlet administration, go to My Sales → Customers.
2. Search for a full name or email address.
3. Select the filter and conditions that you desire.

Now you can view customers that match your refinements. You can navigate between pages if there are multiple pages of results.

To clear the applied refinements, erase the entered customer's name, select the empty value for Tax-Exempt or deselect all groups under the Customer Group filter.

Establishing client groups

From the Customers page, you can append any customer from the list to any of your existing customer clusters. Customer clusters allow you to categorize your customers into clusters by different criteria (wholesale buyers, B2B, VIP customers, etc.), offer them discounts, etc.

To append or remove a customer to a cluster:

1. From your outlet administration, go to My Sales → Customers.
2. Conduct a search, or refine your customer list.
3. Choose a customer, then click the pencil icon to the right of the customer’s name.
4. Allocate a customer cluster in the Customer cluster column.

5. Click Save.

Exporting customers

You can export the entirety of your customer list, or a segment to a CSV file. Exporting (and importing) customer data is the quickest way to update existing customer information or add new customers in bulk.

For example, you can obtain a list of customers who agreed to receive promotional emails.

To export specific customer list:

1. From your outlet administration, go to My Sales → Customers page.
2. Choose the Promo Email Allowed option in the Email Marketing filter:

3. Click Export All Found below the customer list:

As a result, a CSV file will be downloaded to your computer. You can use email addresses from the exported file with the newsletter service of your choice.

Removing customers

You can erase customer profile records from your outlet anytime. Deleting a customer account will not erase the order records the customer(s) have placed, and those records are still accessible from the Orders page.

To erase a customer account:

1. From your outlet administration, go to My Sales → Customers.
2. Conduct a search, or refine your customer list to locate specific customer accounts you wish to erase.
3. Check the box next to the name of the customer record you wish to erase.
4. Click Delete, then click Yes to confirm your action.

You can erase customer accounts in bulk by checking more than one customer account at a time.