Creating Customer account from admin panel

Customers usually create their own accounts from your e-commerce site or using Customer Cockpit.

However, you can also create customer account directly from the Admin or POS Cockpit, which is useful when customers order by phone or at a merchant location.

Note

The customer account created from the Admin or POS Cockpit has an active status instantly, so there is no need to activate the account by them

To create a New Customer Account:

1. Tap Customers on the Admin sidebar and choose Add Customer. You can also add a customer directly from All customers list by clicking Add Customer at the top of the page

2. In the Basic Information section, complete the following required fields:

• First name
• Last name
• E-mail

Note

Only one Customer account can be created per one e-mail address.

You can change the email address associated with an account by editing a customer

3. In the same section, complete the optional fields as needed:

• Gender
• Birth date
• Phone (in one of acceptable formats)
• Loyalty card number
• Select level
• Select POS
• Select merchant
• Select store

Warning

For successful account creation customer needs to be assigned to any Level, so one of the following conditions must exist:

• Level with Condition value equal to 0 must be created. Customer will be automatically assigned to it.
• during account creation you will manually assign any level in the Select level field

4. If applicable, create Label(s) you want to refer to customer. Labels are intended to be used to specify identifying attributes of customer.

   Labels can be used to organize and to select subsets of customers at customer segmentation process. To learn more about Customer segmentation, see Segments

• To create Label, tap Add Label and do the following:

  • Type label Key, which is a label name
  • Type label Value

  For example: Key – Customer type, Value – wholesale

• Repeat the process for all labels you want to be used in your Loyalty Program

Note

Labels can be added to a customer during account creation and subsequently added and modified at any time

5. Mark Company checkbox, to complete customer’s company information if needed.
6. Mark Address checkbox, to complete customer’s address information if needed.

7. Company Data section is available only when Company checkbox is selected.

All fields available in this section i.e. Company name and Tax Identification Number are required and need to be filled in.

8. Address section is available only when Address checkbox is selected. Complete the following required fields:

• Street name
• Building name
• Postal code
• City
• Country

In the same section, complete the optional fields as needed:

• Flat/Unit name
• State/Province

9. Mark the Agreements that customer has agreed to. Legal agreement is required and needs to be filled in to set up an account.

10. When complete, tap SAVE

When the customer account is saved, its record appears at All customers list.

The Customer Profile Details tab displays a summary of account activity and data provided during account creation. To learn more about Customer Profile, see Profile details

Field description

FIELD	DESCRIPTION
BASIC INFORMATION
First name*	The customer’s first name
Last name*	The customer’s last name
Gender	Identifies the customer’s gender as Male, Female or Not disclosed
Birth date	The customer’s date of birth. Information can be used to offer points for the birth anniversary
Email*	The customer email address. Is used as a login name while logging to Customer Cockpit.
Phone	The customer’s phone number. Formatting is as on follow example: Country Code: +48/48 Subscriber number: 123456789 In total: +48123456789 / 123456789 / 48123456789
Loyalty card number	The customer loyalty card number
Labels	Internal tags you can use to refer your customer. If applicable, can be used to segmentation to identify the customers that this segment applies to
Select level	Starting level assigning to customer
Select POS	POS which will be linked to the customer
Select merchant	Merchant account, which will be linked to the customer
Select store	Store linked to the level
Company	customer associated with company. If marked then additional sectionwill be shown.
Address	customer address needed. If marked then additional section will be shown
COMPANY DATA Visible only when Company checkbox is marked
Company name*	The company name, if applicable for this customer
Tax Identification Number*	The company TAX / VAT number
ADDRESS Visible only when Address checkbox is marked
Street name	The street address of the customer
Building name	The name/number of a building or property where the customer resides at this address
Flat/Unit name	The flat/unit name or number of the customer at this address
Postal code	The postal code of the customer at this address
City	The city where the customer resides at this address
State/Province	The state or province of the customer at this address
Country	The country where customer resides at this address
AGREEMENTS
List of consents to which the customer can/has agreed. Options include: Legal agreement (required) Marketing agreement Data processing agreement