To view your customers, go to Contacts > Customers.
Customer Registration and Record Keeping
Whenever a new customer registers through your ecommerce platform or directly with Members One, the system automatically creates and stores a comprehensive record for them.
Synchronised Customer Records
Customer records are meticulously kept in sync between Members One and your ecommerce platform, ensuring all customer data is current and accurate.
Profile Contents
Customer Information
- Each customer profile contains vital information, including club memberships, loyalty discounts, order history, customer statistics, and address details.
Notes
- Staff members can add notes to customer profiles, facilitating effective communication and ensuring all team members are informed about customer-specific details or needs.
Customer List Page Table
Below is a table of list page items and their functions.
Customer Number | This is the customer’s unique identifying number that can be used to find the member. |
Customer Name | Customers first and last name. |
The email address that is being used by the customer, an email address can only be used once per site. | |
Customer Type | This tells you if the customer is a Member, Prospect, or Purchaser. |
LTV | LTV stands for Life Time Value, this is how much money the customer has spent altogether so far. |
Last Order | The last order date for this customer. |
Action | This lets you view or edit a customer. |
