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Customer Management ​

Manage your customer base, view customer profiles, and track customer engagement.

Overview ​

Effectively manage customer relationships, track interactions, and provide personalized experiences.

Accessing Customer Management ​

Navigate to Customers in your admin dashboard.

Customer List ​

Viewing Customers ​

The customer list displays:

  • Customer name
  • Email address
  • Phone number
  • Registration date
  • Loyalty tier
  • Total points
  • Total purchases
  • Last activity

Find customers by:

  • Name or email
  • Phone number
  • Loyalty tier
  • Registration date range
  • Activity status (active/inactive)
  • Customer groups
  • Tags

Sorting ​

Sort customers by:

  • Name (A-Z)
  • Registration date
  • Last activity
  • Total purchases
  • Points balance
  • Lifetime value

Customer Profiles ​

Viewing Profile ​

Click any customer to view detailed profile:

Basic Information:

  • Full name
  • Email address
  • Phone number
  • Date of birth
  • Registration date

Account Status:

  • Active/inactive
  • Email verified
  • Phone verified
  • Account created date

Address Information:

  • Billing addresses
  • Shipping addresses
  • Preferred locations

Customer Activity ​

Purchase History:

  • Order list
  • Total spent
  • Average order value
  • Purchase frequency

Product Scans:

  • Scanned products
  • Scan dates and locations
  • Verification status

Loyalty Activity:

  • Current tier
  • Points balance
  • Points history
  • Tier progression
  • Campaign participation
  • Rewards earned/redeemed

Engagement:

  • Email open rates
  • App usage
  • Last login
  • Page views
  • Collectibles owned

Managing Customers ​

Creating Customer ​

Manually add customers:

  1. Click Add Customer
  2. Enter required information:
    • Email address
    • Name
    • Phone number (optional)
  3. Set initial loyalty points (optional)
  4. Assign to customer groups
  5. Add tags
  6. Save

Editing Customer ​

Update customer information:

  • Contact details
  • Preferences
  • Customer groups
  • Tags
  • Notes

Customer Actions ​

Available actions:

Communication:

  • Send email
  • Send SMS
  • Send push notification

Loyalty:

  • Adjust points balance
  • Change tier manually
  • Award rewards
  • View loyalty history

Account:

  • Reset password
  • Verify email/phone
  • Activate/deactivate account
  • Merge duplicate accounts

Export:

  • Export customer data
  • Download purchase history

Customer Groups ​

Segment customers into groups:

Creating Groups ​

  1. Navigate to Customers > Groups
  2. Click Create Group
  3. Define group:
    • Group name
    • Description
    • Criteria (manual or auto)

Auto-Assign Rules ​

Automatically add customers based on:

  • Loyalty tier
  • Total spend
  • Purchase frequency
  • Product categories purchased
  • Location
  • Tags
  • Registration date

Using Groups ​

Apply actions to groups:

  • Send targeted campaigns
  • Special pricing
  • Exclusive rewards
  • Custom promotions

Tags ​

Organize customers with tags:

Common Tags ​

  • VIP
  • Wholesale
  • Event attendee
  • Newsletter subscriber
  • Product tester
  • Influencer

Managing Tags ​

  • Create custom tags
  • Apply to multiple customers
  • Filter by tags
  • Bulk tag actions

Customer Notes ​

Add internal notes:

  • Customer preferences
  • Special requests
  • Support issues
  • Important dates
  • Follow-up reminders

Import & Export ​

Import Customers ​

Bulk import via CSV:

  1. Download CSV template
  2. Fill in customer data
  3. Upload file
  4. Map fields
  5. Review and confirm
  6. Import

Required fields:

  • Email address

Optional fields:

  • Name
  • Phone
  • Address
  • Initial points
  • Tags
  • Custom fields

Export Customers ​

Export customer data:

  • All customers or filtered subset
  • Choose fields to include
  • CSV or Excel format
  • Schedule regular exports

Privacy & Compliance ​

Data Protection ​

  • GDPR compliance
  • CCPA compliance
  • Right to access
  • Right to deletion
  • Data portability

Customer Data Requests ​

Handle requests for:

Access:

  • Export all customer data
  • Provide readable format

Deletion:

  • Remove personal information
  • Maintain transaction records
  • Anonymize data

Opt-Out:

  • Marketing communications
  • Data sharing
  • Tracking

Customer Analytics ​

View insights:

  • New customers (daily, weekly, monthly)
  • Customer retention rate
  • Churn rate
  • Customer lifetime value
  • Repeat purchase rate
  • Active vs. inactive customers
  • Geographic distribution

Communication ​

Email Customers ​

Send emails:

  • Individual emails
  • Bulk emails to groups
  • Use templates
  • Track opens and clicks

SMS Messaging ​

Send text messages:

  • Transactional (order updates)
  • Promotional (limited by regulations)
  • Opt-in/opt-out management

Push Notifications ​

Send app notifications:

  • Personalized messages
  • Loyalty updates
  • Special offers
  • Product launches

Best Practices ​

Data Quality ​

  • Regular data cleanup
  • Merge duplicates
  • Verify contact information
  • Update outdated records

Segmentation ​

  • Create meaningful groups
  • Personalize communications
  • Target based on behavior
  • Test different segments

Engagement ​

  • Reward loyalty
  • Respond to issues quickly
  • Personalize interactions
  • Celebrate milestones

Privacy ​

  • Respect preferences
  • Secure data storage
  • Clear opt-in/opt-out
  • Transparent data usage

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