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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 menu 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.
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The first page under the "Customers" tab menu 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 gendersocial title, which are matched with a genre and can help you better customize their your customers' experience. There are four default genders social titles (Mr., Ms., Miss and Unknown), but you can create more in the "GendersTitles" page under the "Customers" tabmenu.
- 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 in full (with its messages, orders, addresses, vouchers, etc.), or trash it forever.
Creating A New Customer Account
To create a user customer account manually, select "Add New". A form will appearappears.
Fill out the customer's information:
- Gender. In effect, a social title.
- 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.
- 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.
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In the case where you would like to have more information on a given customer, you can click on the "view" button, located at the end of the row in the customer's list. A new page will appearappears.
The various sections provide you with some key data on the user:
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The results, if any, are then presented: the list presents you with the users' ID, gendersocial title, e-mail, birthday, registration date, number of orders and whether or not the user's account is active. From there on, you can view the whole user's page, or edit its details.
The second method consists of going to the customer tabcustomers page, and listing all of your customers.
From there, you can complete the fields at the top of the list, in order to filter it according to the following criteria: ID, gendersocial title, 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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By clicking on the "Addresses" sub-tab page, you will have access to the list of your customer's home addresses. You can edit them using the "Edit" button, or delete them altogether.
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This is all done from the "Groups" page, under the "Customers" tabmenu.
By default, three special groups are available:
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You can add a customer to a group of your choice by editing a customer's details: from the list of customers (in the "Customers" page under the "Customers" tabmenu), click on the Edit icon on the customer's line. Then, on the "Groups" table, select the group(s) to which you want your customer to belong.
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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 "Shipping Carts" page, under the "Customers" tabmenu. 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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| Tip |
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Discussion threads are only included in the customer service tool if the contact has the "Save Message?" option enabled. You can change this setting, or add more contacts, by going to the "Contact" page, under the "Customers" tabmenu. This page is explained in detail in the next section of this chapter of the PrestaShop User Guide. If the option is disabled for the contact that the customer chooses, the message is simply sent to the contact's e-mail address, and is not stored in PrestaShop. You also need to properly configure your IMAP settings, so that PrestaShop can retrieve the customer's answers to e-mail that were sent from the customer service tool. This is done in the "Customer service options" section. |
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). By default there are two: "Webmaster" and "Customer service". Adding more contacts will move the "Meaning of status" and "Customer service: statistics" boxes further to the left and down.
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Further below is the list of received messages, both old and new.
You can edit a couple options at the bottom of the page, which apply to all contacts:
- Allow file upload. Whether the customer can attach a file to the message. This can be useful in case of bugs on the front-page, as the customer can send you screen captures.
- Pre-defined message. The default template for your employees' answer. Keep it simple, so that it can adapt to many situations, even if it needs a little editing for each case.
Finally, the bottom of the page features the "Customer service options" section, where you can set many options pertaining to your mail (IMAP) server.
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Clicking "Reply to this message" will display a form with your default message. The default message is set in the "Contacts" page as set in the "Contacts" sub-tabpage).
Customer Service Options
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By clicking on the "Contacts" page under the "Customers" tabmenu, you can access the existing list of contacts.
You can edit a couple options at the bottom of the page, which apply to all contacts:
- Allow file upload. Whether the customer can attach a file to the message. This can be useful in case of bugs on the front-page, as the customer can send you screen captures.
- Pre-defined message. The default template for your employees' answer. Keep it simple, so that it can adapt to many situations, even if it needs a little editing for each case.
Click the "Add new" button to access the contact creation form:
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This helps you better define your customers: in the customers list, you can choose to only display one gendersocial title. Modules may also rely on genders social titles for certain features.
Clicking on the "Add new" button brings you to a form:
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