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Customers

How I can add customers to customer groups?

You can add customers to customer groups by logging into admin panel, by navigating to "Customers" section, and click on "Customers List", here you will see a complete list of store customers with an "Edit" link. Select desired customer, which you want to add to customer group. (But before that you need to create a specific group where you map your desired customer.) Click "Edit" link, you will see customer page where you can add customer group for this customer.

Select a group from "Like rameez" field and click "Save & Exit" button.

How can I add customers to my online store?

You can add a new customer to online store by logging into admin panel and navigate to "Customers" section, Click on "Add Customer" button from sub menu. Here you will see customer page. Add customer name, email address for sending emails directly from your store, and create password etc.

You can also add customer in customer groups for giving certain access. Press "Save & Exit" and new customer will be added in store customers.

To verify added customer, go to admin panel and navigate to "Customers" section. Click "Customers List" and you will see customer you have recently added.


What are customer groups, how to add a customer group?

Customer groups are used to classify certain customers for allowing certain discounts, promotions and storefront access etc. You can allow category level discount, product level discount or store wide discount etc to a customer group.

To create a customer group, go to admin panel, navigate to "Customers" area and click "Customer Groups" button. Click "Create Customer Group" and submit group details. Add group name, group access and specify discount policy for this group. If you want all new store customers to be added in this group then select "All new customers should be added in this group" option. Click "save" button and new customer group will be saved.


To verify, go to admin panel, navigate to "Customers" area and click "Customer Groups" button. You will see new customer group, which you have added.


How do I remove my store customers?

You can remove store customers by logging into admin panel, by navigating to "Customers" section and click "Customers List". You will see a complete list of store customers. Here you can select the customer(s) you want to remove from store and click "Remove Customer".

To view changes go to admin panel and navigate to "Customers" area, click on "Customers List" and you can verify your changes. (Once a customer is removed from store, he needs to register on site again in order to continue online shopping.)


How do I import customers to my online store?

You can import customers using CSV file, you need to create CSV file. First, create a list of customers in Microsoft Excel and save file as other formats with an extension of CSV. Once you saved ".CSV" file, you can upload it using as list of store customers. The maximum uploading size is 64MB.

Go to your admin panel, browse "Customers" areas and go to "Import Customers" from sub menu. The import customer page will appear and here you can complete the information to upload saved ".CSV" file. If you want to override existing store customers, click "Override existing records". You may also upload file located at your server.

After completing the information, click "Next" button.

You will see a summary of customers imported at the end with proper detail. The list of store customers will be updated and you can verify your changes.


.CSV file allows you to upload multiple customers directly to your store. In this way, you don't need to add customers manually to your store which will take time.


How can I export customers from my store?

You can export customers by logging into admin panel, by navigating to "Customers" section and click "Customers List". Here you will view customers list. Select desired customers you want to export from store.

Click on "Export Customer" button and

then choose XML or CSV format in which you want to save customers file and finally save the file on computer.


You can export customers for many purposes, for example, you can upload customer list in other stores, which will minimize time, which will take you to add manually.

 




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