How to Manage Your Customers
Your customer list is essential for managing your business relationships. The Customers page gives you a complete directory of everyone who has signed up or created an account with your business. This guide will help you understand and manage your registered customers effectively.
ACCESSING YOUR CUSTOMERS
To view and manage your customers, follow these steps:
1. Log in to your account dashboard
2. Click on "Customers" in the left navigation menu under "Business Operations" > "Marketing"
3. You'll see the "Registered Customers" page with a complete user directory
UNDERSTANDING THE CUSTOMER DIRECTORY
The customer list displays important information about each registered user:
Customer Name - The name of the customer who created an account with your business.
Email Address - The email associated with their account.
Verified Status - A checkmark indicates verified email, a question mark means unverified. Account Status -
PENDING, ACTIVE, or SUSPENDED
Last Login - When the customer last accessed your website
Options - Action buttons for account management
MANAGING CUSTOMER ACCOUNTS Activating a Customer - Click "Activate" to enable suspended or pending accounts Suspending a Customer - Temporarily disable an account while preserving data Deleting a Customer - Permanently remove a customer record
BEST PRACTICES FOR CUSTOMER MANAGEMENT
Keep email addresses verified
- Customers with verified emails are more likely to engage Check last login
- Monitor inactive customers and reach out to re-engage them Document suspension reasons
- Keep notes about suspended accounts Use delete sparingly
- Only delete if absolutely necessary Review regularly
- Check your customer list to identify patterns Respond promptly
- Follow up within 24 hours when new customers join
FREQUENTLY ASKED QUESTIONS
Q: What's the difference between suspending and deleting?
A: Suspending temporarily disables an account while preserving all data. Deleting permanently removes the customer record and cannot be undone.
Q: Can a customer reactivate their own suspended account?
A: No. A suspended account can only be reactivated by you.