Customers

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, demographic details, wish list items, in-stock notification status, store credit activity, and more.

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 Kibo eCommerce API or using the Kibo eCommerce Import/Export Tool.

The Customers Grid

From the customers grid, you can view a list of customers and sort/filter them by selected fields. To view the Customers grid, navigate to Main > Customers > Customers.

View Additional Customer Fields

Some fields do not display by default. To view additional fields:

  1. In the right-hand corner of the customer grid, select the options button (represented by three dots).
  2. From the drop-down menu, select the fields that you want to view on the Customers grid.

Customer Attributes

Customer attributes are attributes that you can apply to customer accounts to add further definition for special uses, such as marketing campaigns, or discounts.

You can configure customer attribute values to display only in Admin, or in both Admin and on the storefront. You can also specify whether the definition or selection of associated values can be done by shoppers, administrators, or both. You can choose various input and data types with various input parameters.

Create a Customer Attribute

To create a customer attribute:

  1. Go to System > Schema > Customer Attributes.
  2. Click Create New Customer Attribute.
  3. Enter an Attribute Label that has meaning to you.
    Keep in mind that it appears on the storefront if you later specify it to display there.
    1. If you want to give it a different name for administration purposes, edit the Administration Name.
      The default name is the Attribute Label.
    2. If you want to customize the Attribute Code, edit the value accordingly.
      This field automatically populates based on the Attribute Label.
  4. Select a Display Group.
    This field determines where the attribute displays: either in the Admin only, or in the Admin and on the storefront.
  5. Select a Value Source. Note:  Admin Entered is the only valid selection for the Admin Only display group.
  6. Select an Input Type.
    1. If you choose List, select a Data Type and enter the selection options in the Values field.
    2. If you choose Text box, select a Data Type. Optionally, you can define input parameters in the Min char/val and Max char/val fields, or enter a regular expression in the Input validation field.
    3. If you choose Text area, you can optionally define a Max char value.
    4. If you choose Date, you can optionally define a start and/or end date for the selectable range.

For example, you might create a customer attribute called Communication Preference that you want to use in order to keep track of how your customers prefer to be contacted. When creating the customer attribute, you can specify the following:

Apply a Customer Attribute

To apply a customer attribute:

  1. Go to Main > Customers > Customers.
  2. Select the customer account to which you want to apply the attribute.
  3. In the Customer Attributes section, select the value of your choice. If you choose the Shopper Entered value source, the attribute is unavailable.
  4. (If applicable) If you choose either the Shopper Entered or Admin & Shopper Entered value source, then a shopper can specify the attribute by editing their customer account settings:

Customer Segments

Customer segments allow you to group accounts together for special uses, such as marketing initiatives, discounts, or price lists. Segments can be more useful than attributes for creating broad customer classifications.

For example, you want to reward loyal, high-value customers with a free shipping discount on all future orders, and you've determined that all shoppers who spend more than $1,000.00 lifetime should qualify. You can create a VIP customer segment, add all applicable shoppers to the segment, and create a discount that applies to the segment.

In most cases when using price lists, customer segments also drive the product pricing for which shoppers are applicable. Refer to Price Lists for more information.

Create a Customer Segment

To create a segment:

  1. Go to Main > Customers > Customer Segments.
  2. Click Create New Customer Segment.
  3. Enter a Code, Name, and (Optional)  a Description that have meaning to you.

Foe example, you can create the following VIP segment:

Add Customers to Segments

You can either add multiple customers at a time to a single customer segment, or you can add multiple segments at a time to a single customer account. Refer to the following sections for more information:

Add Multiple Customers to Single Segment

To add multiple customer accounts to a single segment:

  1. Go to Main > Customers > Customer Segments.
  2. Click the More Actions button next to the customer segment you want, and select Add Customers:
  3. Select the appropriate customers using the checkboxes:
  4. Click Apply.

Add Multiple Segments to Single Customer

To add multiple segments to a single customer account:

  1. Go to Main > Customers > Customers.
  2. Select the customer account to which you want to add to the segment(s).
  3. In the Customer Segments section, click Add:
  4. Select the appropriate segment(s) using the checkboxes:
  5. Click Apply.
  6. In the customer account details page, click Save.

Customer Account Password Requirements

Kibo eCommerce requires all registered customers' passwords to be at least 6 characters in length, and include at least 1 number and 1 letter.

Customer Account Tasks

You can use the Customers module to complete the following account related tasks:

View and Edit Accounts

The Customers page located at Main > Customers > Customers provides access to existing accounts, segments, and attributes. You can search for, view, and edit account details as needed.

  1. Search for shoppers using the search textbox.
  2. Sort your shoppers by clicking a column heading.
  3. Click the More Actions button to view the available steps you can apply to an account, such as unlocking or editing.
  4. Click a row to view or edit account details.

Reset Shopper Passwords

You can reset a customer password. Bear in mind that only registered shopper accounts have passwords; guest accounts cannot log in.

  1. Go to Main > Customers > Customers.
  2. Browse or search for the account you want to reset the password for.
  3. Select the account.
  4. Click Reset Password next to the Account Status value.
  5. Confirm.

Disable Shopper Access

You can disable a shopper account. Keep in mind that you can only disable registered shopper accounts; guest accounts cannot log in. Furthermore, disabling an account only prevents the shopper from logging in with the email address associated with the account. It does not prevent that individual from registering for another account with a different address.

  1. Go to Main > Customers > Customers.
  2. Browse or search for the shopper account you want to disable.
  3. Select the account.
  4. Select the Disable Account checkbox below the User Name field.
  5. Click Save.

Unlock Locked Accounts

If a shopper tries and fails to log in too many times, the account may become locked. To unlock it:

  1. Go to Main > Customers > Customers.
  2. Browse or search for the shopper account you want to reset the password for.
  3. Select the account.
  4. Click Unlock Account next to the Account Status value.
  5. Confirm.

Shoppers can also unlock their own account by requesting a password reset link. To request a password reset from the storefront:

  1. Select Log In.
  2. Enter your email address in the Reset Password field.
  3. Select Send Email.

Purchase Orders and Customer Accounts

Kibo eCommerce's purchase order functionality allows your shoppers to use a purchase order as a payment method on your storefront.

Before a customer can use the purchase order payment method on your storefront, you must first enable the purchase order payment method for your site(s). Once you've enabled the purchase order payment method for your site(s), you can then enable the ability for a customer to use the purchase order payment method.

Refer to Enable Purchase Orders for more information about purchase orders and enabling the purchase order payment method for your site(s).

Customers must have an existing customer account before you can enable the purchase order payment method for them. You enable the purchase order payment method on a per customer basis.

To enable the ability for a customer to use purchase orders:

  1. Go to Main > Customers > Customers.
  2. Select the applicable customer account for which you want to enable purchase orders.
  3. Under the Payment Info section, enable Purchase Orders: The Payment Info section expands to include more Customer Settings.
  4. Enter a Credit Limit for the customer.
    The credit limit is specific to the purchase order payment method. This is the total monetary credit amount the customer can spend using purchase orders. When a customer pays either a part or the total amount of their purchase order payment, their credit limit increases equal to the amount the customer pays.
  5. Specify an Overdraft Allowance for the customer.
    The overdraft allowance is how much the customer can spend over their total credit limit. You can specify either a set amount or a percentage of the credit limit.
  6. For each of your sites, choose the Payment Terms for the customer. The list of payment terms is populated by the complete set of payment terms you filled out when you enabled the purchase order payment type.

For example, you can specify the following settings for a customer:

Customer Accounts and Customer Sets

Customer sets allow you to control the specific sites your customers can access using the same login credentials, as well as what customer My Account information is shared between sites. Customer accounts can only belong to one customer set at a time. Refer to Customer Sets for more information.

When either a CSR or a shopper creates a customer account, the customer account is automatically added to the same customer set to which the applicable site belongs. For example, John creates a customer account on your Mystic Sports site. Mystic Sports belongs to the B2C customer set so John's customer account is automatically added to the B2C customer set.

Assign Customers to Customer Set

You can assign customer accounts to different customer sets if you no longer want them to belong to their current customer set. For example, you reassign several sites to a different customer set, and you don't want the current customers of that customer set to access those newly reassigned sites.

To assign a customer to a customer set:

  1. Go to Main > Customers > Customers.
  2. Click a customer account.
  3. Under General, use the Customer Set drop-down menu to add the customer to a customer set: Note:  Customers can belong to only one customer set.