Running a company that deals with customer details requires the need to validate email addresses before sending out personal information. The Customers App, located on your Dashboard, allows you to easily handle email confirmation without hassle in your sign up flow, and without spamming your customer-base.
When a customer signs up, a validation link is sent via email. On your end, head to the Customers App on your Dashboard, select the customer's name, and go to the User Registration Data Settings section to change the status from Pending to Active. This will verify your customer’s account and then they can log in.
!Note: The user will receive a notification that his account will be verified within 24 hours, after he/she signs up for your website.
The Customers App is divided into three sections: Users, Groups, and Coupons. In the Users section, you'll find user data: Status, ID, Avatar, First Name, Last Name, Username, Email, Last Login Date, Registration Date. To manually change a user's information, select ‘Edit’, located next to 'Trash'.
Use Search to easily navigate between users, groups, and coupons. You can also adjust the number of items that are displayed per page between 10 to 100.
Create your Customer Group by selecting the Customers App → Groups → '+ADD'.
By categorizing your customers, you can label and group them based upon certain criteria, such as: All, Registered, VIP, Repeat Customer, Wholesaler.
Once you've created your own Customer Groups, you'll be able to apply special discounts accordingly.
Assigning Customers to Groups
By default all customers are assigned to the ‘All Groups’ group, which indicates that these customers aren't in any groups. These customers have either ‘Registered’ or ‘Inactive’ status. To assign customers to a group, head to the Users section, select the customer and the chosen group, and save!
Assigning Coupons to Groups
You can add coupons to individual groups by selecting ‘Edit’ and then choosing the coupon that will be applied to that group.
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’on the upper right corner of this section.
Select your Coupon Name, create the Code, select the Coupon Type: Fixed Price or Percent, the Amount, and the chosen Groups.
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.
Tips & Tricks
Rather than sending thousands of transactional emails to your customers, integrate Mandrill to your Store. This is a much better way to stay in touch with your customers, so check out this article for more information!
If you have any questions or concerns, contact us directly via the Live Chat box, located in the lower right corner. Our Support Team will provide you with top-notch quality support, 24/7.