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 navigate to the customers section to the left, click on "customers" create a customer add 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 them all at once using a spreadsheet file from the customers list, look to the top right corner and click the import button you will be taken to the "customers import" page follow these steps carefully for a successful import download the template the most important step is to 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 the table at the bottom of the page will show the history and status of your imports export customers 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 well done! you now have full control over your customer database being able to view, add, import, and export this information