Customers

how to utilize the platform for " call in order"/ "in store ordering" purposes? 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 navigating to the customers section on the admin panel, click on "customers" create a customer click on add customer to create a new one enter basic info such as first name, last name, email address, and mobile number with country code selection lastly, click "save" to add auto login customer profile 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 block/unblock customer easily update a customer's status by clicking "block/unblock " this feature provides quick control over customer access sign up date the date and time the customer created their account on your platform import customers the import feature allows you to add all the customers at once using a spreadsheet file from the customers list, look to the top right corner and click the import button follow these steps carefully for a successful import download the template click the download link to get the reference csv file this is your template you must use the provided template the column names and order must match the reference file exactly to work correctly fill in your data open the downloaded csv file in a spreadsheet program (like microsoft excel or google sheets) add your customers' information into the appropriate columns save the file upload your file drag your completed csv file into the upload box, or click browse to select it from your computer export customers download the excel file containing all existing customer details use this for efficient customer data management or utilize it in marketing tools to run marketing campaigns frequently asked questions (faqs) how do i block a customer? to block a customer, go to admin panel > customers , then locate the customer you wish to block click on the “active” status beside their name and switch it to “blocked” once blocked, the customer will no longer be able to access or place orders through the platform how can i make use of the customers section for my business? the customers section allows you to easily manage your customers and even log in as them on the ordering website or apps this can be helpful in situations where, for example, an elderly customer or someone unfamiliar with technology needs assistance you can simply sign in as that customer and place an order on their behalf, ensuring they receive what they need without any difficulty how does the search bar in the customers section of the admin panel work? you can search for a customer using their email address simply enter the customer’s registered email in the search bar, and their details will appear instantly