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This documentation is currently being worked on. Until the stable version of PrestaShop 1.5 is released, it should not be seen as definitive. |
Table of content
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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 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 will appear.
Fill out the customer's information:
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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 appear.
The various sections provide you with some key data on the user:
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- ID: the numbers that is assigned to the customer in the database).
- First or last name. Note that you cannot search for both: choose either "john" or "doe", as "john doe" won't work.
- E-mail address.
- IP address: you can search using the IP of the latest connection to your shop.
The results, if any, are then presented: the list presents you with the users' ID, gender, 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 tab, and listing all of your customers.
From there, you can complete the fields a 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, 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.
Click the "Reset" button to go back to the complete list.
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By clicking on the "Addresses" sub-tab 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.
You also have the possibility to create them yourself with the "Add New" button.
Below the addresses table is the "Set required fields for this section" button. It gives you access to a form where you can indicate if a database field is necessary or not by checking the appropriate boxes: this way, you can make it so fields such as "company" or "phone number" are mandatory when a customer is registering a new address on your shop.
Groups
PrestaShop enables you to 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.
This is all done from the "Groups" page, under the "Customers" tab.
By default, three special groups are available:
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To create more groups, click the "Add New" button: you will get a creation form.
- Name. Use a short and descriptive name.
- Discount (%). The discount that you set for members of this group apply 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 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'dropping them with your mouse cursor, or by select many modules at a time and clicking on the "Unauthorize" button at the bottom.
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" tab), 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 "Shippinh 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.
In both cases, you can consult the details of a customer's shopping cart: click the "View" icon on the right.
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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, then fill the rest of the fields. The message is then recorded in PrestaShop's customer service tool.
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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" tab. 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). Adding more contacts will move the "Meaning of status" and "Customer service: statistics" boxes further to the left and down.
Each of these two last boxes are handy when you daily needed to handle new mail:
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Further below is the list of received messages, both old and new.
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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Each discussion thread can be entirely handled through PrestaShop's complete interface, with having to use an e-mail client.
Click on a row to view to view the discussion's details:
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To contact the appropriate team of employees from your shop's front-office, the customer clicks either on the "Contact" link at the top of the page, or on the "Contact Us" link at the bottom of the page. The contact form appears.
The customer is then asked to choose the service to contact, enter the e-mail address and then complete the message. A drop-down menu makes it possible to choose which order is being discussed, and even which product from that order.
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By clicking on the "Contacts" page under the "Customers" tab, 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:
- Title. The name of the contact: either a person's name, or the name of the service itself. You could also choose to use a phrase, such as "I have a problem with my order", "I want to return a product" or "I want to become a partner".
- E-mail address. The address can be the same as another contact. In fact, all contacts can share the same address if you don't really have a team – customers will never know, but having many contacts helps them trust your shop, as it means there are many people working for your shop.
- Save messages?. Indicate if the e-mail is to be saved in the "Customer Service" tool, or simply sent to the e-mail address. If disabled, PrestaShop will not help you handle customer service for this contact. This might be useful for "Partner e-mail", as you might not want your customer service employees to have access to these.
- Description. Make it short, no more than a single line, as it is displayed to the customer in the contact form.
Social Titles
Previous versions of PrestaShop had hard-coded customer genders: a customer could only choose between "Mr.", "Ms." and "Miss".
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