MANAGE CUSTOMERS


In an e-commerce website, it is very important to know whom you are selling your products. By knowing and managing your customers well, you can provide them with their desired services easily and conveniently. 

Here is how you can manage your customers easily: 

1. Login to your Get me a shop Dashboard

2. From the left side of the menu, Go to CRM  → Customers

3. Manage your customers on the basis of the List of your customers that will appear. (Refer to the image given at the top).


You can also do the following:

  • Add customers using the Add new customer button on the top of the list.

  • Delete customers using the Delete button

  • Export customer profiles using the Export Profile button.

  • Search for a particular category of customers by using the search bar above the list or, you can also search for them using the filters on the top of the list.


EXPORT CUSTOMER PROFILES


Opening your dashboard every time to have a look at your customer list can be time- consuming. But with our export profile feature, you can easily get the list of your customers on your email id and go through it anytime without logging in to dashboard again and again.

Here is how you can do that:

  1. Login to your Get me a shop Dashboard.

  2. From the left side of the menu, Go to CRM → Customers

  3. Now click on the Export profiles button (cloud icon)  above the customer list.

  4. A Pop-up box will open with the following options:

  • Select date range: This is the date range between which you need the customer details. For example, if you want the customer details in the last 30 days you can select the range as Last 30 days etc

  • Required columns: These are the required details of the customers that you want to export.

  • Profile types: This is the type of profile a customer has. For example, Registered profile for the registered users etc.

  • Tags: These are the tags created for the customers to segregate them into various categories. 

       5. Once you have updated the above details in the pop-up box, Click on the Save button at the bottom of the pop-up box.