Customers

You can browse your customers, browse their orders, which stores they frequent and provide customer support.

Data and Privacy

You can collect customer data, in a privacy minded world we recommend you collect as little possible. Customers aren’t always comfortable with data collection and a long sign up form is likely to turn potential customers away.

Keep it simple, collect only what you need.

Note: The New Zealand Privacy Act 1993 requires you to disclouse what information you collect, allow customers to update and receive a copy of any personal data.

We also recommend you security check customers before updating customer details.

  • Name
    • (optional) First and Last
  • Email
  • Phone
  • Birthday
    • Age Checking for R18
    • For a birthday loyalty reward
  • Total Spend
  • Average Spend
  • Last Purchase
  • Custom Question
  • Interests
    • Opt-in customer interest questions
  • Tags
  • Notes

Finding a customer

The fast way to find a customer is to use the search box. Search will find a customer based on first or last name, email or loyalty card number.

Resetting Passwords

Once you find a customer you can click the Reset Password button, and they will be sent an email with instructions on how to set a new password.

Exporting

You can export all of your customers or a segment (if enabled) as a CSV file. CSV files can be opened in Excel and Numbers.

Ready to get started? Get in touch.

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