Understanding and Managing Customers

This overview will walk you through all the essential features and functionalities you need to manage your customers effectively.

Adding a New Customer

At the top of the customer screen, you have the option to add a new customer. Here’s how:

1. Click "Add New Customer": This allows you to manually enter customer details.
2. Enter Required Information: The only mandatory fields are the first name and either an email address or a phone number. This makes it easy to quickly add customers to the system.
3. Click Save

Exporting Customer Data

You can also export your customer data:

1. Click "Export Customers": This will generate a CSV file containing all customer data.
2. Comprehensive Export: The export includes details such as customer information, orders, contact forms, and any other data related to customer interactions.

Searching for Customers

The search functionality allows you to find customers efficiently:

• Search by Multiple Criteria: You can search for customers by first name, last name, email address, phone number, or address.
• Lead Status: Search by lead status, which is controlled by your CRM settings. You can manage these settings under store settings and CRM settings.

Viewing Customer Profiles

Once you search for and select a customer, you can view their profile for detailed information:

• Overview: Displays all basic customer information.
• Timeline: Shows a history of interactions and activities with the customer.
• Notes: You can view, add, edit, and see who added notes.
• Deal Value: Track potential or actual deal values associated with the customer.
• Lead Status: Change lead statuses based on CRM settings.
• IP Addresses: View any IP addresses linked to the customer.
• Edit Customer: Make necessary changes to customer data.  Ensure all updates are saved to maintain accurate records. 

Managing Activities

The Activities section helps you keep track of tasks and reminders:

• Open Activities: Set reminders for follow-ups, calls, or other tasks.
• Recurring Activities: Schedule recurring activities like birthday greetings or event reminders.
• Forms and Activities: If customers fill out forms (e.g., contact us forms), they appear as activities. You can mark them as completed once addressed.

Order, Payment and Subscription Management

Track customer orders and payment methods:

• View Orders: Click on order numbers to access detailed order information.
• Payment Methods: See all payment methods associated with the customer.
• Subscriptions and Account Balances: Manage subscriptions and account balances for services like monthly rentals.

Customer Acquisition Data

Gain insights into where your customers come from:

• Source Tracking: View sources like Facebook, YouTube, and email marketing.
• UTM Data: Track marketing effectiveness with detailed UTM data.
• Google Search Terms and Campaigns: See what customers searched for and campaign details.

Waiver and Forms

Access any forms and waivers customers have filled out:

• Waivers: View PDF information submitted through waivers.
• Forms: View information submitted through forms, enhancing your customer interaction records.