Customers

Learn how to use the Customer resource within MoneyCollect.

Manage customers from Dashboard

You can perform the following actions on the Customerspage:

• View all of your customers.

• Delete customers.

• Filter your customers.

• Export a list of customer data.

• View top 100 customers.（Sort customers by the total amount spent from high to low.)

The "Payment method" on the "Customers"page shows the oldest payment method created by the customer if the customer has bound with multiple payment methods.

View a customer’s profile

Go to the Customerspage->Select a customer to check his details from Customer detailspage:

1.Overview

Customer Overview

You can check the cutomer's personal information from this section, including his name、e-mail and phone number. You can also intuitively and clearly view when this customer first bought your products, how much he spent in your online store in total, and how many disputes there were between you and him.

2.Payments

Customer’s payments

Payments are collected from payment details associated with a customer, and a customer can have multiple ways to make a payment, including: credit card payments & alternative payment methodsComing soon.

3.Payment methods

This section is to view the payment methods that the customer has bound to and the related information about these payment methods，including the expiration of their cards, their billing address, and etc.

4.Related guest payments

Guest payments refer to the payments that lack the customerID.

MoneyCollect Dashboard groups all guest payments made using the same card, email or phone in a unified customer view to help you review all related purchasing behaviors of the customer.

There are 3 examples to explain：

1. Use of the same card leads the related guest payments to be grouped under Related guest paymentssection of customer detailspage：

   • [e-mail] completed a checkout with card ending in 0002.->The payment will show up on Payments section.

   • [e-mail] completed a guest checkout with the same card ending in 0002.->The payment will show up on alice's Related guest payments section.

2. Use of the same email leads the related guest payments to be grouped underRelated guest paymentssection of customer details page：

   • [e-mail] completed a checkout with card ending in 0002.->The payment will show up onPaymentssection.

   • The same email [e-mail] completed a guest checkout with card ending in 1117.->The payment will show up on alice's Related guest payments section.

3. Use of the same phone number leads the related guest payments to be grouped under Related guest payments section of customer details page：

   • [e-mail] completed a checkout with card ending in 0002, and phone number ********.->The payment will show up on Payments section.

   • [e-mail] completed a guest checkout with different card ending 1117, but the same phone number.->The payment will show up on alice's Related guest payments section.

Delete a customer

1.Delete from Customer page

1. Go to the Customerstab.

2. Find the customers you want to modify.

3. Select a customer/ multiple customers.

4. Click the Delete button.

2.Delete from customer details

1. Go to the Customers tab.

2. Find the customer you want to modify.

3. Click the customer into his Customer details page.

4. Click theDelete customer button in the upper right corner of this page.

Currently，we don't support to create a customer or edit a customer‘s profile from MoneyCollect Dashborad.