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 allow the system to send the verification emails right to their email addresses.
Now let's get started with Customers App, but before we explore all the functionalities of this application, We would highly recommend checking out our article about User Account Element.
First section in Customers App is Users: you can find all the data of your users listed right here: Status, ID, Avatar, First Name, Last Name, Username, Email, Last Login Date, Registration Date.
Another useful feature is Group. Customer Groups are collections of users with similar permissions. You can group/categorize your customers. It’s sort of a label that you can assign to customers and thus grouping them under certain criteria:
- repeat customer
- friends and family etc.
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"
How to assign customer to a group?
By default all customers are assigned to ‘All Groups’ group, which indicates that this customers don’t not 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.
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.You can also set an Amount, choose a Group for it and you are done here.Afterwards your users will be able to use this codes during the Checkout process. Easy as that.
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.