Managing customers

Last updated

To have good sales in your store, you should take care of your customers. Attracting new customers is as important as turning them into loyal and repeated customers.

How to manage customers

You can see your customers in your Ecwid Control Panel → My sales → Customers page. Here is what this page looks like:

Ecwid_Control_Panel_2017-06-19_12-56-59.png

When customers place an order or create an account in your store by clicking the "Sign in" link, they appear on this list.

You can manage your customers in the following ways: 

How customers can use their accounts

 In their accounts in your store the customers can:

  • See all their orders with current payment and fulfilment statuses.
  • Save shipping addresses to the Address Book.
    This feature is especially good for repeat customers. After they save the address to the address book, they can simply select it on checkout instead of entering it manually. It will make the checkout process easier for them.
  • Specify VAT ID.
    If a customer enters their VAT ID, it will auto-fill on checkout.

How to add customers to the store

Sometimes when you start a store you may already have a list of customers or you may want to add new customers in bulk to your existing store. You can import them to Ecwid with the help of the Import customers app.

The process is simple: upload a CSV file with customers via this app. This CSV file must have comma (",") as a delimiter and it must start with a header ("name","email","password"). You can import customer’s name, email address, and password (optional). 

If you need to export customers, follow the instructions in our article

How customers can log into the account

Previously, we used the traditional way for customers to create an account or log in to it. Customers needed to enter a login and a password. Now we’ve come up with a new up-to-date method for login using a link.

Here is how it works: customers click the "Sign in" link, enter their email address and get the link for signing in to their inbox. When they click the link, they are taken back to the storefront and they are logged in. Here is the form the customer will see:

Login-by-link.png

Logging in by a link has a number of advantages:

  • Customers don’t need to remember passwords.
  • After an order is placed, the customer's account is created automatically for the email address used.
  • You can see all the customers who placed orders in your store, you can see them in your Ecwid Control Panel → My sales → Customers page.
  • A customer can see all the orders placed with their email address in their account.
  • This is a more secure way of login than using a login/password. Since the login link is sent to the email address, only the owner of the email address is able to log into the account.

Social Login

Your customers can also login with their favorite social platform: Facebook, Twitter, Google, LinkedIn and Amazon. 

This is achieved with the Social Login application for Ecwid: https://www.ecwid.com/apps/tools/hexgator-social-login

The app adds buttons to your storefront so that customers can click on them and login to their account easily and quickly: 

screenshot-1.png

This app is paid with a free trial period, and it requires a Venture plan or higher. Upgrade to get the app
Back to top
Has the article answered your question?

Awesome! Thanks for your feedback!

Please send us that question. We will be happy to help by email.

Send a message