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You have to take good care of your customers. That means making sure their profile contains all the information you need to have a package shipped to them, following up on their support requests, creating special discount groups, knowing which orders have been completed and which have been abandoned, and much more.
The "Customers" tab allows enables you to follow the creation of user accounts on your site.
You can edit the account information for each of your customers, and even disable them, by clicking on the green checkmark or red "X", in the table shown. You can enable or disable an account, subscribe or unsubscribe them to an e-mail list, or subscribe or unsubscribe a customer from the e-mail list of a partner group.
check on your customers' details, create groups which you can apply discounts to, view the current shop carts, handle customer service...
Viewing a Customer's Information
The first page under the "Customers" tab gives you a list of all the registered users on your shop. This gives you a bird's eye view of your customers, with some details thrown in which you can use to sort and search accounts:
- Gender. Customers can declare their gender, which can help you better customize their experience. There are four default genders (Mr., Ms., Miss and Unknown), but you can create more in the "Genders" page under the "Customers" tab.
- Age. Knowing the age of you customers can also help you better target your demographics, and choose to sell products that appeal more to them.
- Enabled. Indicates whether the account is active or not. You can disable an account by clicking on the green checkmark.
- News.. Indicates whether the account is subscribed to your shop's newsletter or not. You can unsubscribe it clicking on the green checkmark.
- Opt.. Indicates whether the account has accepted to receive e-mails from your partners or not. You can unsubscribe it clicking on the green checkmark. Do not subscribe a user to these e-mails without their consent, as this is considered spam.
- Registration date and last visit can always be useful when sorting user accounts.
- Actions. You can edit the user's account, simply view it it full (with its messages, orders, addresses, vouchers, etc.), or trash it forever.
Creating A New Account
To create a user account manually, select "Add New". A form appears, requesting information about the customerwill appear.
Fill out the customer's information and choose :
- Gender.
- First name, Last name, E-mail address. Those are essential: the names are used in the confirmation e-mails that PrestaShop sends, and the e-mail address is used for log-in.
- Password. Choose a password, at least 5 characters long.
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- Accounting number. This may be useful for your own accounting.
- Birthday. This information can be used for birthday e-mails and temporary discounts.
- Status. You may wish to create an account, but not have it yet active.
- Newsletter. Can be used by the "Newsletter" module, for sending regular information to those customers who requested it.
- Opt-in. Can be used by modules for sending regular partner promotions to those customers who requested it. Do not subscribe a user to these e-mails without their consent, as this is considered spam.
- Group access. Having customer groups enables you to create group discounts. Many other PrestaShop feature can also be group-restricted. You will learn more about group in the "Groups" section of this chapter of the PrestaShop user guide.
- Default customer group. No matter how many groups that customer belongs to, s/he should always have one main group.
Viewing A User's Information
In the case that where you would like to have more information on a given customer, you can click on the "view" button. You will see this button , located at the end of the row in the customer's list. A new page will appear.
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- Customer information, first and last name, e-mail address, sexID, sign-up date, date of last site visit, rank.
- Information regarding his the subscription to the store's newsletter and subscription to ads from partnering companies, his the age, date of last update, and whether or not the account is active.
- Private notes from the store's employees (i.e. you or your team)
- Messages sent by the customer to the storeshop's team (through customer service).
- The group to which the customer belongs.
- Summary of customer's past purchases. Amount spent, type of payment, order status. For more information about each order, click on the button icon in the "Actions" column.Entered
- Summary of the products that were orders by a customer. Among other things, this enables you to know when a customer is very fond of a product, and maybe create a special discount for the 10th purchase. Clicking on a product directs to the order to which that product is tied.
- Registered addresses.
- Available vouchers / cart rules.
- Carts that the customers has created (but not necessarily validated) since sign-up. When your customer is currently on your siteshop, you can see what he is adding being added to his the cart in real time.
- Previous connection to the shop.
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Below the addresses table is a button, titled "Set required fields for this section". This gives you access to a form where you can indicate if a database field is necessary or not by checking the appropriate boxes, and clicking "Save" once you're done.
Groups
PrestaShop gives enables you the ability to offer give your customers certain privileges, by assigning them to Groups. You can create as many customer groups as needed, and assign a user to as many groups as you like.
To use this feature, click on This is all done from the "Groups" sub-page, under the "Customers" tab. The page below will appear.
By default, only one group is defined, "Default". It applies to all users.
By default, three special groups are available:
- Visitor. All persons without a customer account or unauthenticated.
- Guest. Customer who placed an order with the Guest Checkout.
- Customer. All persons who created an account on this site.
To create more groups, click the "Add New" button: you will get a creation form.
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