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The Customer Management system provides tools for managing customer accounts, viewing order history, tracking customer behavior, and building lasting relationships with your shoppers.

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Customer List Overview

The customer list displays all customer accounts:
  • Customer Name: Full name from account or orders
  • Email Address: Primary contact email
  • Account Status: Whether customer has created an account
  • Order Count: Total orders placed
  • Total Spent: Lifetime customer value
  • Join Date: When customer account was created
  • Last Order: Date of most recent order

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Customer Filtering

With Account

Customers who have registered accounts and can log in

Without Account

Guest customers who ordered without creating an account

All Customers

Complete list of all customers regardless of account status

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Customer Profile

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Basic Information

Personal Details:
  • First and last name
  • Email address
  • Phone number
  • Account creation date
  • Last login date
Account Status:
  • Active account with login credentials
  • Guest customer without account
  • Account role and permissions

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Contact Information

Manage multiple addresses per customer: Saved Addresses:
  • Billing addresses
  • Shipping addresses
  • Default address preferences
  • Address verification status
Address Fields: 
{
  firstName: "John",
  lastName: "Smith",
  company: "Acme Corp",
  address1: "123 Main Street",
  address2: "Suite 456",
  city: "San Francisco",
  province: "CA",
  postalCode: "94102",
  country: "United States",
  phone: "+1 (555) 123-4567"
}

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Order History

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Customer Orders

View complete order history for each customer: Order Details:
  • Order number and date
  • Order status
  • Items purchased
  • Order total
  • Payment method
  • Shipping address
  • Fulfillment status
Order Timeline:
  • All orders sorted by date
  • Quick filters by status
  • Total orders count
  • Average order value
  • Last order date

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Purchase Behavior

Analyze customer shopping patterns: Metrics:
  • Total orders placed
  • Total amount spent
  • Average order value
  • Frequency of purchases
  • Last purchase date
  • Favorite products
  • Preferred categories
Segmentation Data: 
{
  totalOrders: 12,
  totalSpent: 1248.99,
  averageOrderValue: 104.08,
  daysSinceLastOrder: 45,
  orderFrequency: "Monthly",
  lifetimeValue: "High",
  customerSegment: "VIP"
}

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Creating Customer Accounts

1

Open Customer Creation

Click “Create Customer” button in the customer list.
2

Enter Customer Details

Fill in first name, last name, and email address.
3

Set Account Status

Choose whether to create a login account or guest profile.
4

Add Contact Information

Optionally add phone number and addresses.
5

Assign Customer Groups

Add customer to relevant segments (wholesale, VIP, etc.).
6

Send Welcome Email

Optionally send account creation notification.
7

Create Customer

Save the new customer profile.

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Customer Groups

Organize customers into segments for targeted marketing and pricing:

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Group Types

Wholesale Customers:
  • Special pricing tiers
  • Bulk order discounts
  • Extended payment terms
  • Dedicated support
VIP/Loyalty Members:
  • Exclusive discounts
  • Early access to products
  • Free shipping benefits
  • Priority customer service
Corporate Accounts:
  • Purchase order billing
  • Multiple users per account
  • Custom approval workflows
  • Volume pricing
Regional Segments:
  • Location-based grouping
  • Regional pricing
  • Localized promotions
  • Timezone-appropriate communications

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Group Benefits

Custom Pricing

Set special prices for group members across all products

Exclusive Discounts

Create discounts only available to specific groups

Targeted Marketing

Send campaigns to specific customer segments

Special Access

Grant access to exclusive products or early launches

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Customer Communication

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Communication History

Track all interactions with customers:
  • Order Notifications: Confirmations, shipping updates
  • Marketing Emails: Campaigns and promotions
  • Support Tickets: Customer service interactions
  • Account Updates: Password resets, profile changes
  • Custom Notes: Internal team communications

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Internal Notes

Add private notes about customers:
1

Open Customer Profile

Navigate to the specific customer.
2

Add Note

Click “Add Note” in the notes section.
3

Enter Information

Document important details, preferences, or issues.
4

Save Note

Notes are visible only to admin users.
Note Examples:
  • “Prefers FedEx for faster delivery”
  • “Called about sizing on 2/15 - resolved”
  • “VIP customer - expedite all orders”
  • “Wholesale account approved by Sarah”

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Customer Analytics

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Lifetime Value Metrics

Track customer value over time: Key Metrics: 
{
  firstOrderDate: "2023-01-15",
  lastOrderDate: "2024-02-20",
  customerAge: 401, // days
  totalOrders: 8,
  totalRevenue: 892.50,
  averageOrderValue: 111.56,
  orderFrequency: 50, // days between orders
  predictedLTV: 1500.00,
  churnRisk: "Low"
}

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Purchase Patterns

Product Preferences:
  • Most purchased products
  • Favorite categories
  • Preferred brands
  • Price sensitivity
Shopping Behavior:
  • Average cart size
  • Discount usage rate
  • Return frequency
  • Review participation
  • Referral activity

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Engagement Metrics

  • Email open rates
  • Click-through rates
  • Site visit frequency
  • Time since last activity
  • Abandoned cart count

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Customer Retention

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Win-back Campaigns

Re-engage inactive customers:
1

Identify Inactive Customers

Filter customers by last order date (e.g., 90+ days).
2

Create Targeted Offer

Design special discount or incentive.
3

Send Personalized Message

Reference past purchases and preferences.
4

Track Response

Monitor campaign effectiveness.

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Loyalty Programs

Reward repeat customers: Program Features:
  • Points for purchases
  • Referral bonuses
  • Birthday rewards
  • Exclusive access
  • Tiered benefits
Implementation: 
{
  pointsEarned: 1250,
  pointsSpent: 500,
  currentBalance: 750,
  tier: "Gold",
  nextTierThreshold: 2000,
  lifetimePoints: 1250
}

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Privacy & Data Management

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GDPR Compliance

Handle customer data responsibly: Data Rights:
  • Right to access: Export customer data
  • Right to erasure: Delete customer accounts
  • Right to rectification: Update incorrect data
  • Right to portability: Provide data in standard format
Data Retention:
  • Active account data stored indefinitely
  • Order history retained per legal requirements
  • Marketing consent tracked and respected
  • Data deletion requests processed within 30 days

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Data Export

Export customer data for analysis:
1

Select Customers

Use filters to identify customers to export.
2

Choose Export Format

Select CSV, JSON, or Excel format.
3

Select Data Fields

Choose which customer data to include.
4

Generate Export

Download file with customer information.
Exported customer data contains sensitive information. Handle securely and in compliance with privacy regulations.

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Customer Support

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Support Integration

Connect customer profiles with support tools:
  • View open support tickets
  • Review past conversations
  • Track resolution times
  • Monitor satisfaction scores
  • Identify repeat issues

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Quick Actions

Process Refund

Quickly issue refunds from customer profile

Create Order

Place order on behalf of customer

Send Email

Contact customer directly

View Analytics

Analyze customer behavior and value

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Best Practices

  • Keep customer information up to date
  • Verify email addresses
  • Validate phone numbers
  • Deduplicate customer records
  • Merge duplicate accounts promptly
  • Create meaningful customer groups
  • Update segments regularly
  • Use multiple criteria for targeting
  • Test segment effectiveness
  • Refine based on campaign results
  • Personalize all communications
  • Respect communication preferences
  • Honor unsubscribe requests immediately
  • Maintain consistent tone and branding
  • Track engagement metrics
  • Obtain explicit consent for marketing
  • Protect sensitive customer data
  • Provide easy data access
  • Honor deletion requests promptly
  • Comply with regional regulations

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Troubleshooting

Duplicate customer records
  • Search for existing records before creating new
  • Merge duplicates using email as unique identifier
  • Set up email validation to prevent duplicates
Customer can’t access account
  • Verify email address is correct
  • Check account status is active
  • Send password reset link
  • Verify email isn’t blocked
Order history missing
  • Confirm orders are linked to correct customer
  • Check for multiple customer records
  • Verify guest orders are associated properly
  • Review order email addresses
Export failing
  • Reduce number of records in export
  • Check for special characters in data
  • Verify export permissions
  • Try different file format

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