Rating 5 stars - 1 votes

Magento 2 customer data management

There is no doubt that customers are the core of any business. So, to make your webstore more and more popular, you need to constantly work on delivering the best customer experience. Disorganized customers data can cost you a lot of misunderstandings and lost purchases. Store Manager for Magento allows to conveniently manage your clients information and escape from the mess with orders. In this article we are going to find out how to get Magento 2 customers data well-structured in a quick way.

Magento 2 Customers Management: Structurize Data

To start handling your customers using Magento Store Manager, you have to first import them to the application. For this go to Customers section and find the Import/export wizard button on the toolbar. If you need some assistance in performing this procedure, read this article "Magento - Import Customers".

magento 2 customers import/export
Magento 2 Customers Data

When you have your clients list imported to Store Manager, you can start filling information about them including their address, orders, shopping cart, wishlist, etc. in the lower grid you can find the customers data sections containing a few tabs. Let’s go deeper into every of them.

  • Addresses
  • In this tab you can specify the client’s shipping and billing addresses, name, company, address, telephone etc.

    magento 2 customer addresses
    Magento 2 Customers Data

  • Orders
  • Here you can store the information concerning the orders made by the/ customer like purchase date, order total, name of the store where the purchase was made etc. Pressing Go to Order button will redirect you to the order itself.

    magento 2 customers orders
    Magento 2 Customers Data

  • Shopping cart
  • In this section you can put the data concerning the products purchased by the customer (product name, SKU, quantity, price, total).

    Magento 2 Customers Data

  • Wishlist
  • This section is used when a client plans to buy some products in future. In order to save these items, you can add them to the wishlist.

    Magento 2 Customers Data

  • Newsletter
  • This tab allows you to subscribe or unsubscribe a customer from a newsletter.

    magento 2 customers newsletters
    Magento 2 Customers Data

  • Product Reviews
  • This section is used for storing the product reviews submitted by selected customer or by all the customers of your store. You can add new reviews, edit or remove the existing ones.

    magento 2 customer product reviews
    Magento 2 Customers Data

  • Store Credit (Beta)
  • Use this tab to edit your client’s credit balance. To change the balance, press Update balance button and specify the required information in the newly appeared window.

    magento 2 customer store credit
    Magento 2 Customers Data

  • Reward points
  • Reward points are used to motivate your permanent customers for making more purchases. These points are given after every purchase made. They are accumulated and afterwards can be converted into monetary units according to the exchange rate you’ve set and applied.

    magento 2  customer reward points
    Magento 2 Customers Data

    Magento Store Manager keeps on striving to always contribute to convenience and effectiveness of managing your store.

Manage Magento 2 Customers Data FREE with Store Manager

Buy Now

Related Articles:

How to Import Magento 2 Customers Tutorial

How to Import Magento 2 Customers

Learn how to upload Magento 2 customers from different file formats (.csv, .xls/.xslx, .ods, .xml and .txt). Read More...

How to Create Magento 2 Reports Tutorial

How to Create Magento 2 Reports

Check the variety of Magento 2 reports that can be generated with Store Manager. Read More...

Magento 2 Product Reviews Tutorial

Magento 2 Product Reviews

Magento 2 reviews tutorial: enable product reviews and ratings. Read More...

Magento 2 POS Store Manager

Magento 2 Point Of Sale System

Get the full list of order management possibilities provided by Store Manager's POS tool. Read More...

Be the first to comment.
Live Chat