How to manage customers at your eshopbox site
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Transcript of How to manage customers at your eshopbox site
Eshopbox Wiki for Store Owners
Category: Sales and Customers
How to manage customers at your Eshopbox site
What you will learn here
▪ Why to manage customers at your Eshopbox site
▪ How to manage customers at your Eshopbox site
Welcome to Eshopbox Wiki
A Eshopbox Wiki production. © All Rights Reserved at BoxBeat Technologies Pvt. Ltd.
1Why to manage customers at
your Eshopbox site
A Eshopbox Wiki production. © All Rights Reserved at BoxBeat Technologies Pvt. Ltd.
▪ Managing customers at your store will help you in assisting them
properly
▪ It will help you in fulfilling your customers needs in real time
▪ It will make your customers feel valued and important
Why to manage customers at your Eshopbox site
A Eshopbox Wiki production. © All Rights Reserved at BoxBeat Technologies Pvt. Ltd.
2How to manage customers at
your Eshopbox site
A Eshopbox Wiki production. © All Rights Reserved at BoxBeat Technologies Pvt. Ltd.
Step 1:
▪ Log in to your eshopbox site admin panel with your login id and password
▪ Click on the Store Management tab
How to manage customer at your Eshopbox site
My account page
A Eshopbox Wiki production. © All Rights Reserved at BoxBeat Technologies Pvt. Ltd.
Step 2:
▪ Click on ‘Manage’ tab and select ‘Customers’ link from the drop down
menu
How to manage customer at your Eshopbox site
Manage tab
Customers link
A Eshopbox Wiki production. © All Rights Reserved at BoxBeat Technologies Pvt. Ltd.
Step 3:
▪ After clicking on ‘Customers’ link, you will be redirected to the customers
page displaying the lists of customers of your store
▪ Click on the ‘Action’ tab respective to the customer you want to manage
How to manage customer at your Eshopbox site
Customers page
Action tab
A Eshopbox Wiki production. © All Rights Reserved at BoxBeat Technologies Pvt. Ltd.
Step 4:
▪ You can manage customers at your store through 3 different options▪ View Details▪ Customer Note▪ Start a Conversation
▪ After clicking on ‘Action’ tab, select any of the options from the drop down
How to manage customer at your Eshopbox site
Customers listing page
Start a Conversation
Customer Note
View Details
A Eshopbox Wiki production. © All Rights Reserved at BoxBeat Technologies Pvt. Ltd.
Step 5:
▪ By selecting the ‘View Details’ link, you will be able to view all the details
of the customer which you have selected
▪ This page will have details like ‘Item placed’, ‘Completed items’,
‘Cancelled items’, ‘Ordered gift certificates’, ‘Total money spent’
▪ Click on ‘Back to customer listings’ to go to main customer listings page
How to manage customer at your Eshopbox site
View Detail Page
Details of selected customer Back to customer listing page
Total money spent by this customer
A Eshopbox Wiki production. © All Rights Reserved at BoxBeat Technologies Pvt. Ltd.
Step 6:
▪ On the main customer listing page, select ‘Customer note’ which will
direct you to the customer note page
▪ Create your note here and click on ‘Save’ button to store your note safely
▪ If you don’t want to save the note, click on ‘Cancel’ button
How to manage customer at your Eshopbox site
Create note
Save button
Cancel button
Create a Note Page
Save button
A Eshopbox Wiki production. © All Rights Reserved at BoxBeat Technologies Pvt. Ltd.
Step 7:
▪ After clicking on ‘Save’ button, you will be redirected to the ‘Customer
Listing page’
▪ Click on ‘Start a conversation’ link to initiate conversation with your
customer, enter your message and click on ‘Send Message’
How to manage customer at your Eshopbox site
Start a Conversation Page
Enter your message here
A Eshopbox Wiki production. © All Rights Reserved at BoxBeat Technologies Pvt. Ltd.
Good to know
▪ While managing your customers at your store, please select the
appropriate customer
▪ While clicking on the action button, please check that you select the
customer first whom you want to manage
▪ While creating a note for your customer, remember that you save
important information which you want your customer to remember
A Eshopbox Wiki production. © All Rights Reserved at BoxBeat Technologies Pvt. Ltd.
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A Eshopbox Wiki production. © All Rights Reserved at BoxBeat Technologies Pvt. Ltd.