Customer accounts represent the end users of your site(s) who have either registered with your business or purchased from you, or both. A customer account allows you to view and manage a visitor's activity across all sites associated with a tenant, including contact information, purchase history, wish list items, store credit activity, and more.
The Kibo eCommerce solution uses the full functionality of the customer object, including customer sets and segments as well as managing shopper accounts where customers can log into the storefront. An Order Management-only implementation of the Unified Commerce Platform does not include these storefront or marketing functions, but still tracks customer data for order management purposes and allows customer records to be viewed and edited.
Refer to the Customers API documentation for the API requests associated with this feature.
Types of Customer Accounts
There are two types of customer accounts: registered shopper accounts and guest accounts. Both can be created organically by visitors or by administrators during a storefront visit or a Admin session, or by an administrator when importing customer data through the Unified Platform API or using the Kibo eCommerce Import/Export Tool.
- Registered shopper accounts: Created through a registration event, with or without a purchase. They feature a username and password as login values. By default, the username is the shopper's email address, but you or the shopper can change this value to any valid character string. Certain account functions are only available to registered shoppers. For example, you can disable accounts for security purposes, or unlock them when a shopper becomes locked out for too many failed login attempts. You can also trigger a password reset email on a shopper's behalf.
- Guest accounts: Created when an order is placed without accompanying registration. They feature a unique ID number as the primary identifier. These accounts allow you to keep track of purchasing history for visitors who prefer not to register. A single email address may be used on an unlimited number of guest accounts, but it can only be used on one registered shopper account.
You can perform the following actions on the customers page at Main > Customers > Customers:
- Search for shoppers using the search text box.
- Sort your shoppers by clicking a column heading.
- Click the More Actions button to view the available steps you can apply to an account, such as unlocking or editing.
- Click a row to view or edit account details.
View Additional Customer Fields
Some fields do not display by default. To view additional fields:
- In the right-hand corner of the customer grid, select the options button (represented by three dots).
- From the drop-down menu, select the fields that you want to view on the Customers grid.