Customers
This setting allows order placement on behalf of customers with seamless auto-login functionality for call-in or in-store ordering. Simultaneously, it facilitates bulk customer data export, empowering strategic marketing campaigns. Simplify your processes for enhanced customer engagement effortlessly.
To the left, click on "Customers"
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- Add Customer: Click on Add Customer to create a new one
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- Enter basic info such as First Name, Last Name, Email Address, and Mobile Number with country code selection. Lastly, click "Save" to add.
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Auto-Login: Allows you to seamlessly log in as the selected customer on the ordering website. This allows you to perform various customer-related functions like placing orders on their behalf, editing profiles, or managing their addresses.
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Easily update a customer's status by clicking "Block/Unblock." This feature provides quick control over customer access.
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Download the Excel file containing all existing customer details. Use this for efficient customer data management or utilize them in marketing tools to run marketing campaigns.
![Document image Document image](https://images.archbee.com/A6k4A417O1V2DGm4H5kN0/l5abdHWoC0i_V6Z6yqflZ_step-by-step-guide-for-adding-customers-and-exporting-data-step-40.png?format=webp)