Customers
Learn how to use the Customer resource within MoneyCollect.
Manage customers from Dashboard
You can perform the following actions on the Customers
page:
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 Customers
page->Select a customer to check his details from Customer details
page:
1.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
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:
Use of the same card leads the related guest payments to be grouped under
Related guest payments
section ofcustomer details
page:alice@example.com completed a checkout with card ending in 0002.->The payment will show up on
Payments
section.bob@example.com completed a guest checkout with the same card ending in 0002.->The payment will show up on alice's
Related guest payments
section.
Use of the same email leads the related guest payments to be grouped under
Related guest payments
section ofcustomer details
page:alice@example.com completed a checkout with card ending in 0002.->The payment will show up on
Payments
section.The same email alice@example.com completed a guest checkout with card ending in 1117.->The payment will show up on alice's
Related guest payments
section.
Use of the same phone number leads the related guest payments to be grouped under
Related guest payments
section ofcustomer details
page:alice@example.com completed a checkout with card ending in 0002, and phone number ********.->The payment will show up on
Payments
section.bob@example.com 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
Go to the
Customers
tab.Find the customers you want to modify.
Select a customer/ multiple customers.
Click the
Delete
button.
2.Delete from customer details
Go to the
Customers
tab.Find the customer you want to modify.
Click the customer into his
Customer details
page.Click the
Delete 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.
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