Your e-commerce system includes comprehensive Customer Management tools that allow you to view, edit, and maintain customer accounts, track their order history, manage their digital libraries, and analyze account activity. The customer management system provides complete visibility into customer interactions with your store.
Accessing Customer Management
To manage customers, navigate to: Administration → Store → Customers
This interface displays all customer accounts in a searchable, sortable table with detailed information and management options.
Customer Overview
The customer management system provides a complete view of your customer base with detailed analytics and filtering capabilities.
Customer List Features
Comprehensive Data Display
- Customer names and email addresses
- Registration and last update dates
- Billing and shipping information summary
- IP address tracking for security
- Account activity status
Bulk Operations
- Export customer data in various formats
- Filter customers by purchase history
- Date range filtering for analysis
- Audit and cleanup tools for account maintenance
Individual Customer Management
Each customer account provides detailed management capabilities through a comprehensive interface with multiple tabs for different aspects of their relationship with your store.
Account Information
Login Details
- Name and email address management
- Account credential oversight
- Registration date and activity tracking
Access Levels
- Library All Access: Grant access to all content regardless of purchases
- Member Directory Access: Control visibility in customer directories
- Useful for VIP customers or staff accounts
Contact Information
- Complete billing address management
- Separate shipping address options
- Business/organization information
- Phone, fax, and additional contact methods
Address Management
- Toggle between same billing/shipping addresses
- Independent shipping address configuration
- Support for business and residential addresses
- International address formatting
Order History
View complete purchase history for each customer including:
- Order numbers and dates
- Item details and quantities
- Order totals and payment status
- Direct links to edit orders
- Payment links for pending invoices
- Public order view links for customers
Digital Library Management
Library Contents
- View all items in customer's digital library
- See acquisition method (purchase, gift, manual addition)
- Item details with images and descriptions
- Package type indicators (file, bundle, combo)
Library Operations
- Add items manually: Grant access to specific content
- Edit library entries: Modify access or add notes
- Remove items: Revoke access when necessary
- Rebuild library: Refresh library based on order history
Download Tracking
Monitor customer download activity including:
- Available files based on purchases
- Download history and access patterns
- File type organization
- Secure download link generation
Wishlist Management
Track customer interests and shopping intent:
- Items saved for future purchase
- Wishlist addition dates
- Product information with images
- Purchase conversion tracking
Transaction History
Complete Financial Record
- All payments and refunds
- Transaction dates and amounts
- Payment methods and descriptions
- Associated order references
- Manual transaction creation capability
Email Communications
Message Log
- All automated emails sent to customer
- Email delivery status and timestamps
- Message content review capability
- Communication history for support
Advanced Customer Tools
Account Merging
Merge Customer Accounts
- Combine duplicate or related accounts
- Transfer order history and library items
- Consolidate customer data
- Automatic library rebuilding after merge
- Important: Merging cannot be undone
Customer Login
Administrative Access
- Log in as any customer to see their experience
- Troubleshoot account issues
- Verify functionality from customer perspective
- Maintain customer privacy and trust
Library Rebuilding
Automatic Library Generation
- Scan all customer orders for digital content
- Rebuild library based on purchase history
- Resolve missing or incorrect library entries
- Bulk rebuilding for all customers available
Customer Audit and Cleanup
The system includes powerful tools for maintaining account quality and identifying unused or spam accounts.
Account Analysis
Activity Metrics
- Active accounts with orders, library items, or activity
- Unused accounts with no engagement
- Suspected spam accounts based on patterns
- Detailed percentage breakdowns
Audit Criteria The system identifies potentially unused accounts by checking:
- No orders placed or started
- Empty wish lists
- No library items
- No customer area activity
Cleanup Tools
Selective Account Removal
- Choose between all unused accounts or just suspected spam
- Bulk selection with checkboxes
- Safety confirmations before deletion
- Detailed deletion reporting
Spam Detection
- Pattern recognition for bot-created accounts
- IP address tracking and blocking
- Bulk removal of spam accounts
- Automated filtering capabilities
Data Export and Reporting
Export Options
Customer Data Export
- HTML format for web viewing
- Excel format for analysis
- Date range filtering
- Purchase history filtering
Filtered Exports
- Filter by specific purchased items
- Date range selections
- Custom customer segments
- Comprehensive data inclusion
Best Practices
Customer Data Management
Regular Maintenance
- Periodically audit customer accounts
- Clean up unused or spam accounts
- Monitor for duplicate registrations
- Maintain data quality standards
Privacy and Security
- Protect customer information appropriately
- Use administrative login features responsibly
- Maintain audit trails of administrative actions
- Follow data protection regulations
Customer Service
Support Efficiency
- Use customer login feature for troubleshooting
- Access complete customer history quickly
- Track communication history
- Provide informed customer service
Library Management
- Keep customer libraries current with purchases
- Address missing content quickly
- Use manual additions for customer service recovery
- Monitor download activity for usage patterns
Account Quality
Spam Prevention
- Regular account audits
- IP blocking for repeat offenders
- Pattern recognition for automated registrations
- Proactive cleanup processes
Customer Retention
- Monitor account activity levels
- Identify at-risk customers
- Track engagement patterns
- Use data for retention strategies
Security Considerations
Administrative Access
Customer Login Feature
- Use only for legitimate support purposes
- Maintain logs of administrative access
- Respect customer privacy expectations
- Document support actions taken
Data Protection
- Secure handling of customer information
- Appropriate access controls
- Regular security reviews
- Compliance with privacy regulations
Account Integrity
Merge Operations
- Verify account ownership before merging
- Document merge decisions
- Maintain transaction history integrity
- Communicate changes to customers when appropriate
For technical assistance with customer management or questions about specific customer account issues, contact our support team through your admin panel.