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Managing Customers

Managing your customers is an essential aspect of running a successful online business. Whether you're a seasoned e-commerce professional or just starting out, understanding how to navigate the customer management process can greatly impact your bottom line. In this guide, we'll walk you through the steps to efficiently manage your customers using the admin area of your website.


Navigating the Admin Area:

Upon logging into the admin area of your website, you'll find the Orders/Customers section, which is the hub for managing customer-related activities. Within this section, there are two important tabs: Orders and Customers.

Searching and Filtering Customers:

Locating specific customers within your database is made easy through the customer listing and powerful filtering options. You can narrow down your search using parameters such as sales channel, first and last name, email, company name, phone number, postal code, customer group, and more. This helps you pinpoint customer segments for targeted engagement.


Efficient Customer Bulk Actions:

Streamlining your workflow is crucial, especially when dealing with a large customer base. By selecting individual customers or ticking the box to choose all, you can perform batch actions like deleting multiple customers simultaneously. This feature saves time and ensures efficient database management.

Individual Customer Management:

Clicking on an individual customer's profile opens up a plethora of options for personalized management. You can create new orders, edit customer details, delete a customer, review their order history, send emails or coupons, and even log into their account in the relevant sales channel. Additionally, updating a customer's password is just a click away.

Editing Customer Profiles:

The Edit button is your gateway to refining customer profiles. Whether you're modifying an existing customer or adding a new one, this is where you customize their information. You can toggle their status between active and inactive, access customer reviews, view their latest order date, track order numbers, and access a link to the order history.

Tailoring Customer Details:

Personalization is a key to building strong customer relationships. While editing customer profiles, you can fine-tune various aspects. This includes choosing the right sales channel, preferred language, assigning a backend user (like a salesperson or B2B representative), and indicating whether the customer is a guest.

Address and Contact Management:

Modern e-commerce often involves multiple addresses for a single customer. This platform supports this feature, allowing you to enter and manage various addresses. Furthermore, you can ensure seamless communication by updating contact information such as email addresses and phone numbers.

Managing Credit and History:

For businesses extending credit to customers, tracking credit amounts and history is essential. You can easily set credit amounts and review the editing history, promoting transparency and effective financial management.

In conclusion, managing customers effectively is integral to your online business's success. The admin area's robust features empower you to organize, personalize, and maintain your customer database effortlessly. By mastering these tools, you're well-equipped to provide exceptional customer experiences and drive your business forward.