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Customer Management

Customer Management gives you a complete view of all your customers, their order history, and tools to segment them for targeted marketing.

Written by Bhushan

Customer Management

Customer Management gives you a complete view of all your customers, their order history, and tools to segment them for targeted marketing.

!Customers List

Viewing Customers

Step 1: Click Customers in the sidebar

Step 2: The customer list displays all registered customers

Step 3: Each row shows:

  • Customer name

  • Email

  • Phone number

  • Total orders

  • Total spent

Searching for a Customer

Step 1: Click the search bar at the top

Step 2: Enter search criteria:

  • Customer name

  • Email address

  • Phone number

Step 3: Results filter as you type

Step 4: Click a customer to view their profile

Viewing Customer Profile

Step 1: Click on any customer in the list

Step 2: The profile page shows:

!Customer Profile

  • Contact information

  • Delivery addresses

  • Order history

  • Loyalty points balance

  • Customer notes

Step 3: View all past orders

Step 4: See customer preferences and dietary notes

Customer Data Overview

Field

Description

Name

Customer's full name

Email

Email address

Phone

Phone number

Addresses

Saved delivery addresses

Total Orders

Number of orders placed

Total Spent

Lifetime revenue

Last Order

Most recent order date

Loyalty Points

Current point balance

Customer Segments

Group customers for targeted marketing:

Step 1: Navigate to Segments section

!Customer Segments

Step 2: View existing segments

!Segments List

Creating a Segment

Step 1: Click Create Segment

Step 2: Enter segment details:

!Segments Create

  • Segment name

  • Description

Step 3: Add filter criteria:

!Segments Filters

  • Order count (e.g., more than 5 orders)

  • Total spent (e.g., over €100)

  • Last order date (e.g., within 30 days)

  • Order frequency

Step 4: Preview matching customers

!Segments Preview

Step 5: Click Save Segment

Using Segments

Segments can be used for:

Use Case

Description

Email Campaigns

Target specific customer groups

SMS Marketing

Send texts to segments

Special Offers

Create segment-specific discounts

Loyalty Rewards

Bonus points for segments

Importing Customers

Import existing customer data:

Step 1: Click Import button

Step 2: Download the CSV template

Step 3: Fill in customer data:

  • Name (required)

  • Email (required)

  • Phone

  • Address

  • Notes

Step 4: Upload completed CSV file

Step 5: Map columns to fields

Step 6: Review import preview

Step 7: Click Import Customers

Step 8: Review import results

Exporting Customers

Step 1: Apply any desired filters

Step 2: Click Export button

Step 3: Choose format (CSV or Excel)

Step 4: Download the file

Customer Notes

Add notes to customer profiles:

Step 1: Open customer profile

Step 2: Find the Notes section

Step 3: Click Add Note

Step 4: Enter note text (e.g., "VIP customer", "Allergic to nuts")

Step 5: Click Save

Notes are visible when processing orders from this customer.

Loyalty Points

View and manage customer loyalty:

Step 1: Open customer profile

Step 2: See current points balance

Step 3: View points history:

  • Points earned per order

  • Points redeemed

  • Bonus points awarded

Step 4: Manually adjust points if needed:

  • Add bonus points

  • Correct errors

Best Practices

Managing customer data:

  • Keep contact info up to date

  • Note special requirements

  • Track VIP customers

Using segments:

  • Create segments for marketing campaigns

  • Segment inactive customers for re-engagement

  • Identify top customers for VIP treatment

Customer service:

  • Check order history before handling complaints

  • Note resolutions in customer profile

  • Track recurring issues

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