Ever created an account on a website and were required to check your email and click through a verification link sent by the company in order to activate it? Doing so highly reduces the number of spam accounts. Ucraft decided to be smart about this and has created the Customers App for you to handle email confirmation in your sign up flow.

If you run a company that deals with customer details then you need to validate email addresses before you send personal information out.
This process is simple. When a customer signs up, you send an email which has a validation link. Customer follows the link, enters some info only he/she would know and everything is set up. To do so, head to Customers App on your Dashboard, select the user and go to User Registration Data Settings section to change its status from Pending to Active. This will verify your customer’s account and the transactional email will be sent to his email address right away.

!Note: User gets a notification saying that his account will be verified within 24 hours, when he/she signs up for your Store.

Useful Tips

  1. If your business has a website, then you probably face a problem of sending thousands of transactional emails to your customers, don’t you? Ucraft suggests the best way of staying in touch with them. Definitely check out this article for more insight on how to integrating Mandrill to your Store. 

2. And before we explore all the functionalities of Customers application, we highly recommend getting to know more about User Account Element for a bigger view on how it works.

Overview

First section in Customers App is Users.
Here you can find all the data of your users listed: Status, ID, Avatar, First Name, Last Name, Username, Email, Last Login Date, Registration Date.

To manually change a user's data, for example change his status from Pending to Active, you need to hit the ‘Edit’ icon, next to the trash icon.

You can quickly navigate between your users, as well as between your groups and coupons by using the Search field. Similarly, you can adjust the number of items that are displayed per page between 10 to 100.

Then comes Customer Groups - collections of users with similar permissions allows you to group/categorize your customers respectively. It’s sort of a label that you can assign to customers and thus grouping them under certain criteria:

  • All
  • Registered
  • VIP
  • repeat customer
  • Wholesaler

Create a group you like, associate your customers with it and provide special discounts accordingly.

How to create a customer group?

Customer Groups are managed right on the Customers App → Groups → "+ Add Groups" section.

How to assign customer to a group?

By default all customers are assigned to ‘All Groups’ group, which indicates that these customers don’t have any groups. These customers have either ‘Registered’ or ‘Inactive’ status. To assign customers to a group, head back to Users section, find a customer, click on the name, select a necessary group and save the changes.

How to assign a coupon to a group?

You can add coupons to individual groups by hitting the ‘Edit’ icon and then choosing the coupon that will be applied to that group.

Now let’s get to Coupons.

Offering discounts and coupons for your online store can be a powerful weapon in your conversion arsenal to drive customer loyalty. You can create Coupons by simply clicking ‘ADD’ button on the upper right corner of this section. First choose a Name for your Coupon then set a code for it, pick Coupon Type: Fixed Price or Percent, that’s up to you.

Customers can enter discount coupon at checkout and get a discount on their order. When a coupon is applied, the discount amount is deducted from the order subtotal – a total cost of all items in the cart excluding taxes and shipping.
Easy as that.

Managing ‘My Account’

If a customer just signed up for your store, you need to verify his/her email address first. An email with the verification link will be sent immediately after you change his status from Pending to Active via Customers App.
Subsequently, your potential customer may log into his account from desktop or mobile device by entering the email and password he used during registration.
From My Account page, he can manage his profile, password information along with order history.

Buttoned up! If you still have any questions about Customers App don’t think twice, contact us immediately and we will be more than happy to cover all of them.

If you don't want to miss any chance of making your website unique and engaging, W'd suggest checking out the rest of the handy Apps right here.

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