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Customers

Every time a new customer signs up in your store, the account for new customer is created as well as a customer profile in the Customer section of your admin interface. If the customer chooses a Quick purchase, only the customer profile is created.

Only the customer himself has access to the customer's account. The customer profile is accessed via the admin interface, the customer does not have access to it.

You can invite customers to your store by creating their profiles manually.

Another way to add customers to your store is to import the CSV file with customers data.

In the Customers section you can:

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Also, you can go from a customer's profile to the Orders section to view all of that customer's orders and, if necessary, create a new one.

Customers page​

Listing customers​

All the customer profiles are displayed in the Customers section as a table. You can find the following information:

  • Customer name
  • Order quantity
  • Number of the last order
  • Total amount of customer orders
  • Customer's location (default shipping address)
  • Customer note

Use the search bar to find customers by name.

Search bar

Filter customers​

Use the filter to find the customers you need easier.

You can filter customers by:

  • Email newsletter
  • Customer account status
  • Amount spent
  • Order quantity
  • Date of the order
  • Creation date

Steps:

  1. Select Filter by
  2. Hover the mouse cursor over the required filtering method
  3. From the drop-down list, select the value
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If the non-default filtering method is selected, the icon has an indication Non-default indication

Sort customers​

Use the sorting to find the customers you need easier. You can sort customers by:

  • Customer creation date
  • Date of the last order
  • Customer name
  • Amount spent

By default, all the customers are sorted by the date of the last update, newest are on the top of the list.

Steps:

  1. Select Sort by
  2. Hover the mouse cursor over the required sorting method
  3. From the drop-down list, select the value
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If the non-default sorting method is selected, the icon has an indication Non-default indication

Export customers​

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Exporting customer profiles is available only in desktop view.

Steps:

  1. In the admin interface, go to Customers
  2. Select Export
  3. In the pop-up, select radio button to choose customer profiles to be exported into CSV file:
  • all customers
  • customers listed on the current page
  • selected customers (pre-mark the checkboxes for the customers you want to export)
  • customers created within selected period (select Date field to choose date or period)
  1. Select Export
  2. Once your file is exported, close the pop-up window
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Depending on the size of the file, preparing the file may take some time. In that case, we send the link to the file to your account email.

Import customers​

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Import of the customer profiles is available only in desktop view.

Steps:

  1. In the admin interface, go to Customers
  2. Select Import
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In the Import customers pop-up, you can select the link above the grey dashed frame to download a sample CSV, and find out whether your file meets the requirements.

  1. In the Import customers pop-up, add your CSV file in one of the two ways:
  • select the grey dashed frame and choose file
  • drag the file into the grey dashed frame
  1. If needed, mark checkbox to replace existing customers with imported ones with same email addresses
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Select Replace file to use another file instead of the previously selected.

  1. Select Import.
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Once your file is imported, you can see a pop-up window containing information about import results.

Create customer profile manually​

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Only Email field is required to create customer. But if you start filling in fields for address, all of them (except Company field) became obligatory.

When you create customers, information about them is filled in 3 blocks:

Steps:

  1. In the admin interface, go to Customers
  2. Select Create Customer
  3. In the Description block, fill in Email field
  4. In the workspace, select Save
Optionally you can:

Customer parameters​

Description​

In the Description block, you can enter the customer's name and contact information. Also, you can add a note about customer.

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Email field is required to create customer.

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The data specified in the Email and Phone number fields should be unique within your store.

Management​

Tags. By assigning tags to customers, you can form groups of them, which you can then easily manage using the filter and the search by tags.

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You can use Latin letters, digits, hyphens, lower underscores, and commas to create a tag.

You can use up to 250 tags for one customer.

For more detailed information, explore full article.

Customer subscribed to marketing emails. Using a marketing mailing list, you can send customers news about your store, notify them about new products, promotions, sales.

If the customer agrees to receive mailings, this checkbox is marked and the date of subscription to the mailings is displayed under it.

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By default, when you create a customer manually, this checkbox is not marked. You need to get the customer's consent to receive the mailings.

Unmark the checkbox to manually unsubscribe the customer from the marketing mailing list.

Shipping address​

By default, data for First name, Last name and Phone number is copied from the similar fields of the Description block.

The shipping address that the customer specifies in their first order is saved as the default address.

A customer can have up to 3 shipping addresses.

When adding additional shipping addresses, the one used on the first order remains the default address.

Select the radio button for the address you want to make the default address.

Note​

Use a Note to complete the customer's description with the important information that you need to remember about them.

Notes should be less than 5,000 characters.

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Your customer notes are only displayed in the admin interface. They are not displayed to customers in their accounts.

Customer profile page​

To access the customer's profile, select their name on the listing page.

All information related to the customer's profile is displayed on the page in three tabs:

  • General
  • Orders
  • Timeline

Statistics​

Here you can find the information about the time that passed since the registration of the user, the number of orders he made during this time, and their amount.

Last order​

Here you can find the information about the last placed order, if any:

  • order number
  • date of order
  • order contents and price
  • payment and shipping statuses Also, here are the Create Order button and the View all orders button, which is displayed if there are other customer's orders.

Description​

Here you can find the customer's contact information, which could be specified in the Description block when a customer profile is created manually or in the Contact info block when a customer creates an account at the store:

  • First name
  • Last name
  • Email
  • Phone number

Also, the note on the customer is displayed in this block.

Shipping address​

All delivery addresses that you specified when created a profile manually or that customer specified when created an account are displayed here. Also, you can find Add Address button here.

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If the address limit is reached, the button is inactive. To add a new address, edit or delete one of the existing addresses.

Management​

Here you can find all the information from the Management block that you specified when creating a profile manually or when editing it:

  • selected tags and the field for adding the new ones
  • checkbox Customer subscribed to marketing emails (when checked, the date of promotional subscription is also displayed)

Customer data​

Every customer has the right to request a copy of their data or to demand the permanent deletion of their personal information (anonymization) retained in your store.

Regarding access to information or the anonymization of personal data, the customer will reach you using the contact information that you provide in the Terms of Use of your store.

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Learn more about how to comply with General Data Protection Regulation.

This block displays the Request and Delete buttons.

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Usually it takes us up to 7 days for us to fulfill a request.

Delete customer data​

Deleting a customer and anonymizing their data are not the same thing. When a customer is deleted, their personal account is completely deleted, as well as information about orders from it. All orders in the admin panel are saved, but the customer's personal data disappears from them.

When we anonymize customer data, the customer personal account continues to exist. The customer can find their orders in their personal account. All information about orders is saved in Orders section of the admin panel, but instead of personal data, encrypted information is displayed.

When you select Delete button, a request to anonymize customer data is sent to Unistore.

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Usually it takes us up to 7 days for us to fulfill a request. Also keep in mind that you must respond to a customer within 14-30 days, depending on their jurisdiction.

After we have fulfilled the request for data anonymization, you will receive an email notification that the customer's personal data has been deleted. You can then notify the user.

Request data​

When you select Request button, a request to get a file with information about this customer is sent to Unistore.

After we fulfill the request to obtain the file with the customer's data, you will receive this file in CSV format to your email. Then you can send the file to the customer.

Edit customer​

You can add, change, or delete data in the fields. Firstly, go to the Customers section in the admin interface and select the customer you want to edit.

Shipping address management​

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Explore detailed information about the parameters of the Shipping address block.

Add address​

  1. In the Shipping address block, select Add address
  2. In the sidebar, fill in the fields with data
  3. Select Add
  4. In the workspace, select Save

Edit address​

  1. In the Shipping address block, select Edit in the address card you want to change
  2. In the sidebar, change data in the fields
  3. Select Done
  4. In the workspace, select Save

Mark shipping address as default​

Select the radio button for the address you want to make the default address.

Delete address​

You can delete address in two ways:

First way:

  1. Open the customer profile
  2. Find address card you want to delete
  3. Select Delete in it
  4. In the pop-up window, select Delete

Second way:

  1. Open the customer profile
  2. Find address card you want to delete
  3. Select Edit in the address card you want to delete
  4. In the sidebar, select Delete
  5. In the pop-up window, select Delete

Edit tags​

Editing tags for the customer is about adding new tags and / or removing previously added tags, if necessary.

Add tags​

Tags are created when you type them in the input field, separated by commas or by pressing the Enter key.

If the tags have been added before, you can select ellipsis chips or View all to go to the list of all added tags.

In the sidebar, choose the Added tab to find the full list of the added tags. Select the All tab to find a full list of the existing tags.

Remove tags​

You can only remove a tag from the list of the added tags for a customer.

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You cannot delete a tag completely from the store.

To remove previously added tag from the customer, select cross on the tag's chips.

If the tag you want to remove is not visible in the list of the added tags:

  1. Select ellipsis chips or View all
  2. On the Added tab, find the tag in the list and select cross on its chips
  3. Select Done

Delete customer​

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Deleting a customer will lead to the complete deletion of all their data in your store!

You can delete the customers in different ways.

First way:

  1. In the admin interface, go to Customers
  2. Select the customer you want to delete
  3. In the bottom of the customer page, select Delete
  4. In the pop-up window, select Delete

Second way:

  1. In the admin interface, go to Customers
  2. In the table, select Delete for customer you want to delete
  3. In the pop-up window, select Delete