Creating and managing customers
Customer records
On ShopWired, a customer record is created:
- When a visitor to your website creates a customer account
- When a customer places an order (through guest checkout) on your website
- When you create an order through your ShopWired account
- When you create a customer account through your ShopWired account
Customer records are identified by email address:
- Two customer records cannot share the same email address
- Orders are assigned to customer records using the order's billing email address
When the same customer places two orders with different email addresses but with all the same other details, the orders will be assigned to two different customer records.
Managing customers
Managing customers
Each customer record is available for you to manage within your ShopWired account.
To view and manage customers, navigate to Customers.
- Use the
Searchto search customers by name, email address or postcode - Use the
Number of ordersfeature to filter the displayed customers by the number of orders placed
To edit a customer, you can select the edit option and edit any details about the customer, including adding custom field data.
If you delete a customer, any orders they've placed will not be affected.
You can use the download option to download the information stored on your ShopWired account about the customer. This option can be used for responding to requests.
Order history
The orders assigned to the customer are displayed in the Order history section. Only orders assigned to the customer when the order was created are displayed.
Customer types
When viewing the customer, the record's type is displayed in the customer details section:
Not registeredmeans the customer record was created automatically (either as a result of a guest checkout or an order being created away from the website, e.g. through your ShopWired account)Registeredmeans the customer record was created by the customer themselves by creating a customer account on your website
Creating customers through your ShopWired account
Creating customers through your ShopWired account
To create a customer account through your ShopWired account:
- Navigate to Customers > Create customer
- Add all of the details for the customer
- The First name, Last name, Email address and Password settings are required
- Selecting the This customer accepts marketing setting will mark the customer record as accepting marketing communications and also add the customer record to the newsletter subscribers list
- Use the Internal notes setting to record any internal notes about the customer; these will not be displayed to your customer
- You can use the custom fields app to configure additional data for the customer
When you create a customer account, the customer will be sent the customer account creation email.
Customers can also be created in bulk using the customer import/export system.
Customers who create an account after creating an order
Customers who create an account after creating an order
As detailed above, when one of your customers creates an order using a customer record is created with a status of not registered.
If the customer later creates a customer account on your website, all orders previously created and assigned to the customer record linked to their email address will be available for them to view through their account on your website.
Customer account pages on your website
Customer account pages on your website
The display of customer account pages on your website is determined by your website's theme.
Visitors create an account at the page /account/create and log in at the page /account/login.
A number of other pages are available for visitors once they have logged into an account.
| Page | URL | Description |
|---|---|---|
| Register | /account/create |
Where visitors create an account |
| Login | /account/login |
Where visitors log in to an account |
| Forgotten Password | /account/forgotten-password |
Where visitors request a login link |
| Home | /account |
Where visitors are taken after logging into an account |
| Edit | /account/edit |
Where visitors can edit their account's main address and details |
| Password | /account/password |
Where visitors can edit their account password |
| Addresses | /account/addresses |
Where visitors can view and configure additional saved addresses |
| Address | /account/address/... |
Where visitors can edit an additional saved address |
| Orders | /account/orders |
Where visitors can view their orders |
| Order | /account/order/... |
Where visitors can view a specific order |
| Subscriptions | /account/subscriptions |
Where visitors can view their subscriptions |
| Subscription | /account/subscription/... |
Where visitors can view and manage a specific subscription |
| Favourites | /account/favourites |
Where visitors can view products they've previously ordered |
| Reward Points | /account/reward-points |
Where visitors can view a statement of reward points activity |
All ShopWired Version 3, 4 and 5 themes have various theme settings to customise the appearance of customer pages on your website.
