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The "Customers" tab enables you to check on your customers' details, create groups which you can apply discounts to, view the current shop carts, handle customer service, etc...
Viewing a Customer's Information
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- 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 in full (with its messages, orders, addresses, vouchers, etc.), or trash it forever.
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- Customer information, first and last name, e-mail address, ID, sign-up date, date of last visit, rank.
- Information regarding the subscription to the store's newsletter and subscription to ads from partnering companies, 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 shop's team (through customer service).
- The group to which the customer belongs.
- Summary of the customer's past purchases. Amount spent, type of payment, order status. For more information about each order, click on the icon in the "Actions" column.
- 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 shop, you can see what is being added to the cart in real time.
- Previous connection to the shop.
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From there, you can complete the fields a at the top of the list, in order to filter it according to the following criteria: ID, gender, first name, last name, e-mail address, age, account status (enabled or disabled), subscription to the newsletter, subscription to partnering ads, registration date, and last connection date. Enter your criteria and click the "Filter" button in the top right-hand corner of the table. You can then sort the list for some of the columns.
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- Name. Use a short and descriptive name.
- Discount (%). The discount that you set for members of this group apply applies to all products on your shop. You may prefer to not set any discount value, and create cart rules. You can learn more about cart rules in the next chapter of this guide, "Creating Price Rules".
- Price display method. PrestaShop is frequently used in the Business to Business (B2B) sector. You can create a group of customers who can buy products without paying the tax. The drop-down menu gives you a choice between "tax included" and "tax excluded".
- Show prices. By default, all users of your shop can view the prices. You may prefer some to not have access to your product prices. For instance, you could make it so users can only view prices if they have an account: from the groups list, click on the green checkmark in the "Show prices" column for the "Visitors" group to turn it into a red cross.
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- Category discount. Click on the "Add a category discount" to bring up a new window, which contains a list of all your categories. You can pick one, and apply a specific discount which will apply for that group of customers only, and to that category only.
Note that:- This category discount will replace any other discount that members of this group would otherwise enjoy on this category.
- You can add as many category discount discounts for this customer group as you need – thereby enabling to entirely give this group a whole set of different discounts if you feel the need.
- Modules restrictions. This section enables you to block members of this group to access and use some of your shop's modules. For instance, you might prefer some customers to not be able to your top-sellers or to your specials. You can move modules from the left panel ("Authorized panel") to the right one ("Unauthorized panel") by either drag'n'-and-dropping them with your mouse cursor, or by select many modules at a time and clicking on the "Unauthorize" button at the bottom.
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- Consult their carts in detail directly from the customer information page, by clicking on the button from the customer's profile in the "carts" section.
- Go to the "Shippinh Shipping Carts" page, under the "Customers" tab. You will see all of the shopping carts that have items in them.
You can filter your results by the date that they were added. You can see the profile of the customers who check your site out, and, if you wish, use this information to improve your commercial performance.
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In practice, the contact form of your shop, available under the "Contact us" link at the bottom of your front-office, presents the customer with two contacts by default: "Webmaster" and "Customer Service". The customer only has to choose who to contact, and then fill the rest of the fields. The message is then recorded in PrestaShop's customer service tool.
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On this page, each contact has its own box, where you can quickly see if a there are new messages (meaning, those that have not yet been read). Adding more contacts will move the "Meaning of status" and "Customer service: statistics" boxes further to the left and down.
Each of these These two last boxes are handy when you daily needed to handle new mail:
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- Forward this discussion to an employee. From the moment an employee has started replying to a customer message, he becomes in charge of the customer's request. If during the discussion it turns out another employee should handle it instead, you can use that drop-down menu to attribute it. That other employee will receive a notification about it.
- Change status of message. A can apply a handful of color-coded status to a discussion, in order to quickly sort them and thus handle them quicker. There are 4 available statuses:
- Open. The issue is still going, or has not yet been answered.
- Closed. The issue is been resolved.
- Pending 1 and Pending 2. The two statuses are internal: their meaning is up to your team. You may even choose to not them, and only rely to "Open" and "Closed".
- Essential details are available:
- Customer name (used as section title) and ID.
- Sent on. Date of the latest message in the discussion.
- Browser used. this This can be very useful when having to debug an error on your front-office.
- Subject. The default subject for a new discussion thread is the one chosen by the customer when choosing a contact. If it turns out it was not the right choice, you can change it use using this drop-down menu. For instance, the customer chose to write about "customer service", whereas the discussion is mostly about "webmaster" issues.
- Thread ID and Message ID. These help you count the number of needed exchanges to reach a conclusion for the customer's issue.
- Message. Finally, the message itself.
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- IMAP URL, IMAP port, IMAP user and IMAP password. Essential details to access the e-mail server using the IMAP protocol.
- Delete message. If enabled, messages on the server will be delete deleted as soon as PrestaShop has retrieved them. Use with caution: this would make them unavailable to other e-mail clients.
- /norsh. If enabled, the connection to your e-mail server will not pre-authenticated. Not recommended.
- /ssl. If enabled, the connection to your e-mail server will not be encrypted. Not recommended.
- /validate-cert. If enabled, PrestaShop will force the validation of the server's TLS/SSL certificate.
- /novalidate-cert. If enabled, PrestaShop will never try to validate the server's TLS/SSL certificate. Essential for servers with self-signed certificates.
- /tls. If enabled, PrestaShop will force use of start-TLS to encrypt the connection. Servers that do not support start-TLS will be rejected.
- /notls. If enabled, PrestaShop will not use start-TLS to encrypt the session, even with servers that support it
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- Name. You can choose anything, from the very common ("Sir", "Lady", "Gentleman", etc...) to the very unusual ("Jedi", "Magnificent One", "Money carrier"...). The important thing when departing from the commonly accepted titles is to reflect your shop's true identity.
- Type. Some names may apply to both male and female customers. Be sure to set that option to "Neutral" then.
- Image. A 16*16 image file representing the title. Classic gender symbol are the Mars and Venus one (♂ and ♀), but there are many other possibilities. PrestaShop enables you to characterize your creation with a unique image.
- Image width and Image height. PrestaShop works best with 16*16 image, and will resize your image if it bigger than that. You might feel necessary to use bigger images, and these two options enable you to set the exact size required by your image. If you enter "0", PrestaShop will simply use the original size.