Managing your customers

Customers holds a record for everyone who has bought from your store or signed up on it. From your Orbit dashboard, go to Customers. Each record keeps a customer's contact details, addresses, marketing consent, order history, notes and tags in one place.

Your customer list

The list shows one row per customer, with their name, email, email subscription status, number of orders and amount spent. You can search it, filter it, tick rows to act on several customers at once, and move records in and out as a CSV file.

• Managing your customer list: search, filter and bulk actions.
• Importing and exporting customers: bring a list in or take one out as a CSV file.

Customer records

You can create a record yourself for a phone order or a trade account, and change any part of it later from the customer's profile.

• Adding a customer: create a record by hand.
• Editing a customer: change contact details, addresses and marketing consent.
• Reading a customer profile: total spent, orders, payments, history and custom fields.
• Adding notes to a customer: private notes your staff can see and the customer cannot.
• Adding tags to a customer: labels you can group and target by.

Groups and accounts

Segments group customers by a rule, such as everyone who has spent over a set amount. An account lets a customer sign in to your storefront and see their own orders.

• Building customer segments: group customers by rules, or by hand.
• Inviting customers to create an account: send an invite and see what customers get when they sign in.

Keeping your list clean

• Merging duplicate customers: join two records for the same person into one.
• Deleting customers and GDPR requests: delete a record, erase personal data, and export a customer's data on request.

Need help?

If you have a question about any of this, email support@orbitcommerce.net.