Customers
Building Relationships: The Brand Customers Section
The "Customers" section, accessible through the second tab under "Marketing", serves as your customer relationship management (CRM) hub within the Simple Touch control panel. This section provides a central repository for all your customer data and empowers you to search for specific customer profiles for easy access and information retrieval.
Your Customer Database at Your Fingertips:
The "Brand Customers" section offers a comprehensive list of all your customers who have interacted with your brand online. This provides a valuable resource for understanding your customer base, personalizing marketing campaigns, and delivering exceptional customer service.
Finding the Right Customers Quickly:
Locating specific customer profiles within your database is a straightforward process:
Search Bar Spotlight: Locate the search bar positioned at the top of the customer list (Optional: Highlight the search bar in Screenshot 1). This bar allows you to search for customers based on various identifiers.
Tailored Search: Enter any relevant information you possess about the customer you're searching for. This could include a customer name, email address, phone number, or any other unique detail associated with their profile.
Initiate the Search: Once you've entered your search term(s), click the "Display" button (or press Enter on your keyboard). The customer list will update automatically, showcasing only those profiles that match your search criteria.
Unveiling Customer Details: Clicking on any customer within the list opens their profile, providing you with a detailed view of their past interactions with your brand. This typically includes information such as order history, preferences, and any relevant communication records.
Best practices
Normalize mobile number format before search
Combine partial name with mobile for higher accuracy
Check the latest order before contacting the customer
Roles and permissions
- Admin views and exports all customers
Support can view customers and edit profile notes
Marketing can view customers and use advanced search
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