The customer club
Every customer, your VIPs and the ones drifting away, all on one page.
In this lesson
- Find and sort customers by segment
- Add customers by hand or import them from a spreadsheet
- Read each customer’s profile
On this page — 4 sections
The Customer Club is in Features, under Bring customers in. Its sections are Overview, Customer directory, VIP club, Customer insights, SMS and Loyalty points.
Overview
The first thing you see is how many customers haven’t bought in a long time, with a See in directory button. Message them or search for a customer right from here.
The customer directory
- Segments
- All, VIP, Regular, At Risk and New.
- Search and filters
- By name, mobile or email; filter by region and city, and sort by highest spend or number of orders.
- Add customer
- Name, mobile, email and a note only you can see.
Import customers from a spreadsheet
Import customers and sales brings in your customers and past sales (.xlsx, .xls or .csv up to 8 MB). Turn on Count in shop numbers if you want those past sales included in your figures.
- Duplicate customers are merged without overwriting existing details.
- Imported orders don’t touch your stock.
- Nobody is messaged.
- Any import can be undone later from previous imports.
A customer’s profile
Open a customer to see their contact details, first and last order, loyalty points and every order. Edit, Call and SMS sit at the top. If an order was placed under someone else’s name, link it to this customer with Assign an order and the order code.
Finished this lesson?
Mark it done to tick it off in the list and keep track of how far you’ve come.
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