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“Customer Accounts” represent the end users of “Site(s)” who have either registered with or purchased from a business, or both. A “Customer Account” allows users to view and manage a visitor’s activity across all sites associated with a tenant, including “Contact Information”, “Purchase History”, “Wishlist” items, “Store Credit” activity, and more.In this video, I’m going to demonstrate how to manage “Customer” accounts in the KIBO Admin UI. “Customer Accounts” represent the end users of “Site(s)” who have either registered with or purchased from a business, or both. A “Customer Account” allows users to view and manage a visitor’s activity across all sites associated with a tenant, including “Contact Information”, “Purchase History”, “Wishlist” items, “Store Credit” activity, and more. In this video, I’m going to demonstrate how to manage “Customer” accounts in the KIBO Admin UI. To navigate to the “Customers” menu, in the left menu, on the “MAIN” tab, click “Customers”, then click the “Customers” submenu. To navigate to the “Customers” menu, in the left menu, on the “MAIN” tab, click “Customers”, then click the “Customers” submenu. This is the “Customers” menu grid. A list of all Customer accounts for this tenant will be listed here. We’ll discuss all sections. This is the “Customers” menu grid. A list of all Customer accounts for this tenant will be listed here. We’ll discuss all sections. We can Search and use Advanced Filtering to find specific Customer accounts.Important Note: “New” Customer accounts cannot be created in this menu; instead, they can be added through the “storefront site” or during the creation of a new “offline order”. We can Search and use Advanced Filtering to find specific Customer accounts. Important Note: “New” Customer accounts cannot be created in this menu; instead, they can be added through the “storefront site” or during the creation of a new “offline order”. All Customer accounts, whether they are “Registered” or “Guest” accounts, will be assigned a “Customer ID”. That “ID” is how the Customer accounts will be listed. All Customer accounts, whether they are “Registered” or “Guest” accounts, will be assigned a “Customer ID”. That “ID” is how the Customer accounts will be listed. “First Name”, “Last Name” and “Email” are all supplied by the customer. “First Name”, “Last Name” and “Email” are all supplied by the customer. “Shopper Account” indicates whether the customer has a “Registered” account, and will display a “Y”. If it’s a “Guest Account”, it will be noted by an “N”. “Shopper Account” indicates whether the customer has a “Registered” account, and will display a “Y”. If it’s a “Guest Account”, it will be noted by an “N”. “Purchase Orders” can be enabled on B2C accounts if set as a valid “Payment Type”, just as they can for B2B accounts. “Purchase Orders” can be enabled on B2C accounts if set as a valid “Payment Type”, just as they can for B2B accounts. “Status” displays the status of the Customer account, either “Active” or “Disabled”. “Status” displays the status of the Customer account, either “Active” or “Disabled”. “Fulfilled Orders” tracks all completed shipments for a shopper. “Fulfilled Orders” tracks all completed shipments for a shopper. “Lifetime Value” tracks how much a customer has spent over the life of their account. “Lifetime Value” tracks how much a customer has spent over the life of their account. “Total Visits” tracks the number of unique visits by shoppers to “Sites” connected to this tenant. “Total Visits” tracks the number of unique visits by shoppers to “Sites” connected to this tenant. “Segments” shows all of the “Customer Segments” that a shopper belongs to. “Segments” shows all of the “Customer Segments” that a shopper belongs to. Columns can be added or removed to this menu grid by clicking the “Ellipses” on the far right of the column labels, and selecting or deselecting column data. Columns can be added or removed to this menu grid by clicking the “Ellipses” on the far right of the column labels, and selecting or deselecting column data. To view or edit a Customer account, click directly on it in the “Customers” menu grid. Alternatively, click the “Ellipses” for the account, and click “Edit” to view or edit, or click “Unlock” to unlock a locked account. To view or edit a Customer account, click directly on it in the “Customers” menu grid. Alternatively, click the “Ellipses” for the account, and click “Edit” to view or edit, or click “Unlock” to unlock a locked account. This is the “Customer Details Page” for an individual Customer account. We will review all sections. This is the “Customer Details Page” for an individual Customer account. We will review all sections. The account’s current status, either “Active” or “Disabled”, is displayed in the top header. To change this status, click the “dropdown button” and select the new status. The account’s current status, either “Active” or “Disabled”, is displayed in the top header. To change this status, click the “dropdown button” and select the new status. To reset the password on a Customer account, we’ll click the “Ellipses” next to the “Save” button, then click “Reset Password”. To reset the password on a Customer account, we’ll click the “Ellipses” next to the “Save” button, then click “Reset Password”. This will open a modal window where we’ll choose the “Site” from a dropdown where the Customers password needs the reset, then click “Reset Password”. The Customer will receive an email with instructions on how to complete the password reset. This will open a modal window where we’ll choose the “Site” from a dropdown where the Customers password needs the reset, then click “Reset Password”. The Customer will receive an email with instructions on how to complete the password reset. The top section of the Customer Account Details page displays an overview of the customer’s information, such as the “Customer ID”, the date the account was created, whether “Purchase Orders” are enabled, and more. The top section of the Customer Account Details page displays an overview of the customer’s information, such as the “Customer ID”, the date the account was created, whether “Purchase Orders” are enabled, and more. KIBO keeps track of the Customer “Lifetime Value”, which can be used for things like “Loyalty” or “Segment” tiers, or “Discounts” for high-value customers. KIBO keeps track of the Customer “Lifetime Value”, which can be used for things like “Loyalty” or “Segment” tiers, or “Discounts” for high-value customers. Like some other menus in the KIBO UI, there is a menu navigation bar that will quickly take users to their desired section. For example, if we wanted to quickly move to the “Orders” section, instead of scrolling down, we can just click the “Orders” link and the system will automatically scroll there for us. Like some other menus in the KIBO UI, there is a menu navigation bar that will quickly take users to their desired section. For example, if we wanted to quickly move to the “Orders” section, instead of scrolling down, we can just click the “Orders” link and the system will automatically scroll there for us. Moving down, we have the “General” section. We’ll discuss each entry field. Moving down, we have the “General” section. We’ll discuss each entry field. The “First Name”, “Last Name”, “Username” and “Email” fields is basic information that is set when creating the account. This information can be updated at anytime, either by the customer or an Admin.The “Username” is set to the customers email address by default, but this can be edited to any valid string of characters.Important Note: “Customer Normalization” is the recommended way of preventing customers from creating multiple shopper accounts under the same “Email” address. To use this approach and avoid multiple shopper accounts per email address, we can implement it with an API Extension application. The “First Name”, “Last Name”, “Username” and “Email” fields is basic information that is set when creating the account. This information can be updated at anytime, either by the customer or an Admin. The “Username” is set to the customers email address by default, but this can be edited to any valid string of characters. Important Note: “Customer Normalization” is the recommended way of preventing customers from creating multiple shopper accounts under the same “Email” address. To use this approach and avoid multiple shopper accounts per email address, we can implement it with an API Extension application. We can select the default “Customer Set” a Customer account belongs to.“Customer Sets” allow users to control the specific “Sites” customers can access using the same login credentials, as well as what customer “My Account” information is shared between “Sites”.We’ll discuss “Customer Sets” in a separate video. We can select the default “Customer Set” a Customer account belongs to. “Customer Sets” allow users to control the specific “Sites” customers can access using the same login credentials, as well as what customer “My Account” information is shared between “Sites”. We’ll discuss “Customer Sets” in a separate video. We can select one or more “Customer Segments” to apply to a Customer account.“Customer Segments” allow users to group accounts together for special uses, such as marketing initiatives, discounts, or price lists.We’ll discuss “Customer Segments” in a separate video. We can select one or more “Customer Segments” to apply to a Customer account. “Customer Segments” allow users to group accounts together for special uses, such as marketing initiatives, discounts, or price lists. We’ll discuss “Customer Segments” in a separate video. There are “Additional Settings”, such as opting the shopper into “Marketing Messages” or capturing “Tax Exempt” status and the requisite “Tax ID”, which we can do in this section. There are “Additional Settings”, such as opting the shopper into “Marketing Messages” or capturing “Tax Exempt” status and the requisite “Tax ID”, which we can do in this section. The “Contact Information” section contains all of the available addresses that can be used with this customer account. Click the “Pencil” icon next to an Address ID to edit an existing address, or click the “X” icon to remove it instead. The “Contact Information” section contains all of the available addresses that can be used with this customer account. Click the “Pencil” icon next to an Address ID to edit an existing address, or click the “X” icon to remove it instead. Clicking the “Pencil” icon opens this “Customer Contact” modal with the existing address information. Editing an address allows us to change any of the address fields, such as “Name”, “Address”, or “Phone”.We can use the “Validate Address” feature to analyze the address entry. The system will provide us with an automatically edited version that may be selected for use. This validation may capitalize words, expand the zip code, or otherwise standardize the formatting.When we have edited all fields as necessary, we’ll click the “Confirm” button. Clicking the “Pencil” icon opens this “Customer Contact” modal with the existing address information. Editing an address allows us to change any of the address fields, such as “Name”, “Address”, or “Phone”. We can use the “Validate Address” feature to analyze the address entry. The system will provide us with an automatically edited version that may be selected for use. This validation may capitalize words, expand the zip code, or otherwise standardize the formatting. When we have edited all fields as necessary, we’ll click the “Confirm” button. Back on the Customer Details page, click “Add New Address” on the right to create a new contact, which will open a similar modal as the “Customer Contact” modal from the previous step to add additional addresses. There is a maximum limit of 20 contacts per account. If a new contact is added when the limit has been reached, then the oldest contact that is not set as the primary billing or shipping address will be deleted and replaced by the new contact. Back on the customer Details. Page, click. Add new address on the right to create a new contact, which will open a similar model as the customer contact. Modal from the previous step to add additional addresses. There is a maximum limit of 20 contacts per account. If a new contact is added, when the limit has been reached, then the oldest contact, that is not set is the primary billing or shipping address will be deleted in by the new contact. The “Payment Information” section is used to manage “Purchase Order” settings, if enabled as a valid “Payment Type” on the tenant and enabled on the Customer account. It includes settings for the “Credit Limit” and “Overdraft Allowance”, and displays the current available Purchase Order “Balance” of the account. A log of all “Purchase Order Transactions” is also included.The “Audit Log” section further down the page provides an audit history for the Purchase Order account settings. The “Payment Information” section is used to manage “Purchase Order” settings, if enabled as a valid “Payment Type” on the tenant and enabled on the Customer account. It includes settings for the “Credit Limit” and “Overdraft Allowance”, and displays the current available Purchase Order “Balance” of the account. A log of all “Purchase Order Transactions” is also included. The “Audit Log” section further down the page provides an audit history for the Purchase Order account settings. The “Order History” section displays a comprehensive list of all orders associated with this Customer account.If we click on any one of these orders, it will take us directly to the “Order Details” page where we can view more information about the Order. The “Order History” section displays a comprehensive list of all orders associated with this Customer account. If we click on any one of these orders, it will take us directly to the “Order Details” page where we can view more information about the Order. Alternatively, we can click the “Ellipses” on the far right of the Order, then click “View Order”. This will also navigate us to the “Order Details” page where we can view more information about the Order.We’ll discuss the “Order Details” page in a separate video. Alternatively, we can click the “Ellipses” on the far right of the Order, then click “View Order”. This will also navigate us to the “Order Details” page where we can view more information about the Order. We’ll discuss the “Order Details” page in a separate video. The “Subscriptions” section displays a complete list of all Subscriptions associated with the customer’s account, regardless of whether they are currently “Active” or not. Click a “Subscription” in the table to view its details, or click the “Ellipses” on the right to perform other actions.We’ll discuss managing “Subscriptions” in a separate video. The “Subscriptions” section displays a complete list of all Subscriptions associated with the customer’s account, regardless of whether they are currently “Active” or not. Click a “Subscription” in the table to view its details, or click the “Ellipses” on the right to perform other actions. We’ll discuss managing “Subscriptions” in a separate video. As mentioned, the “Audit Log” section provides an audit history for the “Purchase Order” account settings. As mentioned, the “Audit Log” section provides an audit history for the “Purchase Order” account settings. The “Customer Attributes” section displays any available customer attributes and allows us to select a specific value for this account.“Customer Attributes” are attributes that we can apply to customer accounts to add further definition for special uses, such as marketing campaigns, or discounts.We’ll discuss creating and managing “Customer Attributes” in a separate video. The “Customer Attributes” section displays any available customer attributes and allows us to select a specific value for this account. “Customer Attributes” are attributes that we can apply to customer accounts to add further definition for special uses, such as marketing campaigns, or discounts. We’ll discuss creating and managing “Customer Attributes” in a separate video. The “Gift Card & Store Credits” section displays any gift cards and store credits that have been created for this account, plus information on the “Issued Amount”, “Current Balance”, “Activation” and “Expiration Date”. The “Gift Card & Store Credits” section displays any gift cards and store credits that have been created for this account, plus information on the “Issued Amount”, “Current Balance”, “Activation” and “Expiration Date”. Finally, if the customer has created any “Wishlists”, those lists are displayed in this final section with the “Title”, “Creation Date”, and the “Creator”. Finally, if the customer has created any “Wishlists”, those lists are displayed in this final section with the “Title”, “Creation Date”, and the “Creator”. When all required edits or updates have been made, click “Save” to save the changes, or “Cancel” to discard all changes. When all required edits or updates have been made, click “Save” to save the changes, or “Cancel” to discard all changes.

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Customers Overview

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Manage Customer Accounts

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