Managing Your Customers and Members

The Customers module of the Member System app empowers you to efficiently manage your customers and members.  With its powerful features, you can easily view, modify, and manage all aspects of your customer data, including basic information, orders, points/rewards, and more. 

This article guides you through understanding the general functions of this module, helping you leverage various tools to optimize your customer management.

Customer Dashboard Overview

This section provides an overview of the customer management dashboard, your central hub for viewing and managing all your customers.

Accessing the Dashboard

1. Go to Apps > Member System in your SHOPLINE admin panel. Install the app if you haven’t already. 

2. Click Customers in the left navigation bar to access the management page.

Viewing the Dashboard

The dashboard displays a list of your customers and provides the following information for each:

• Name: Customer's name

• Membership: Customer's status (member or non-member)

• Membership levels: Customer's membership tier

• Orders: Number of orders placed by the customer

• Amount spent: Customer’s total purchase amount

• Store credits: Current store credit balance of the customer

• Gift card: Total balance of all gift cards owned by the customer

• Points: Customer's current points balance

• Invitations: Number of customers successfully invited by the customer

Managing Customer Data

In addition to viewing customer information, you can utilize the following features to manage your customer data:

• Sorting Customers: Sort the customer by Points or Invitations using the corresponding sort icons in the header. (Only one sorting criteria can be applied at a time.)
  

• Searching for Customers: Enter a username, email, or phone number in the search bar and click the search icon to find specific customers.
  

• Filtering Customers: Switch between All, Member, and Non-member tabs to view respective customer lists. You can also filter by Membership levels. 
  

• Batch Operations: Select multiple customers or all customers at once to perform actions like importing/exporting data or modifying points, credits, and membership levels.
  

  Note: For detailed instructions on importing/exporting customer data, refer to the Importing and Exporting Customers.

• Viewing Invitee Details: Click the invitations number to see information about the invited customers. (No list appears if the value is zero.)
  

Exploring the Customer Details Page

Beyond the centralized dashboard, the Customers module allows access to detailed individual profiles.

Accessing Individual Customer Profiles

1. In the Member System app, go to Customers in the left navigations bar. 

2. Locate the specific customer using search or filtering features, if necessary, and click on the customer to access their details.
   

Understanding Management Modules

This page features various modules for managing different aspects of your customer relationship.

Credit and Points Summary

The top section displays the customer's store credits, points, and gift card balances. Here, you can manually adjust store credits and points.

• Store credits: Click Edit to modify the balance to a specific amount, or to add or reduce it based on the existing amount. Additionally, you can click the copy icon to copy and send the member card number to the customer and/or click the reset icon to reset the member card number.

• Points: Click Edit to manually modify the customer’s points to a specific amount, or to add or reduce it based on the existing amount. Also, you can leave a remark visible only to internal staff and add a note that customers will see in the point history records on their member page.
  

  Notes:  The notes left in the Remark box of the Store credit balance popup will be visible to customers in the history records on their member panel.   The notes left in the Add a note for the customer box of the Edit points popup will be visible to customers in the history records on their member panel.

Member Information Records

This module tracks changes in member information, including points, levels, referrals, rewards, store credits, and gift cards.

Customer Order Tracking

This module presents the customer’s order details, including an overview and the five most recent orders. You can click Last order to view the most recent order in detail, any of the latest five orders to access their details, or All orders to review all orders placed by the customer.

Basic Information

This module displays basic customer details such as name, membership status, contact information, and enrollment time.

Membership Level Panel

The membership level panel displays the customer's current and scheduled membership levels:

• Current level: Displays the customer's current membership level and its validity period (start and end dates).
• Pending levels: If the customer has purchased paid membership periods that have not yet taken effect, this section lists the level name and validity period for each scheduled period in the order they will take effect. This section is hidden if there are no scheduled periods.

To manually change a customer's membership level, follow these steps:

1. Click Edit next to Current level.

   

2. In the Edit membership level pop-up window, select a new membership tier. The customer's current tier is labeled (Current level) and cannot be selected.

   

3. After selecting a new level, review the updated validity period displayed to its right. If everything is correct, click Apply.

Recommended for Purchase 

If the Referral feature is enabled, this module will appear, displaying the number of successful invitations, the invitation link, and referral code. You can click on the number of invitations to view the invitee list and access their details.

By utilizing the features described above, you can effectively manage various aspects of your customer information directly from the individual customer details page.