Back Office - Customers

Creating a Customer Retention Loyalty Coupon / Email Blast
Overview Cloud Retailer Loyalty contains the ability to set up and send automated emails for customers who meet a particular criterion. This is criteria ca...
Wed, 29 Jun, 2022 at 12:13 PM
Why Deposits don't show up in a customer's purchase history
Overview     This is because Deposits are not considered "purchases" they are money set aside to go towards a future purchase in the form of an o...
Tue, 12 Jul, 2022 at 11:57 AM
Export Customer Data/Information
Overview    This article will detail exporting customer data/information from Cloud Retailer.   Procedure To export all your customer data: From yo...
Fri, 15 Dec, 2023 at 11:58 AM
How do I merge multiple customer accounts?
Overview     There are times you may end up with multiple customer accounts. You can easily merge the accounts from the Customers page. Procedure M...
Tue, 14 Jun, 2022 at 1:17 PM
Setting up required customer fields
Overview     You can require your users to populate certain fields with data when creating new customer accounts with Cloud Retailer.  To do this you need ...
Tue, 14 Jun, 2022 at 10:27 AM
Joining a customer to an existing loyalty program
Overview Occasionally, there will be situations where multiple customers might like to share loyalty points. An example would be a couple who shops separat...
Wed, 29 Jun, 2022 at 3:45 PM
Inactivate items/products in Cloud Retailer using Import tool
Overview This article explains the process to Inactivate bulk items/products in Cloud Retailer. Procedure Prepare a list of items in an excel sheet t...
Wed, 25 Oct, 2023 at 4:42 PM