This article focuses on creating and managing customer accounts from a store administrator's perspective.
Store administrators have the ability to create and manage individual customers on your Lambda Store website. Doing so can help organize customers into specific groups, which can ease the distribution of special promotions or price rules.
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Customer Profile
As a store administrator, you can view a customer's profile from the admin panel. You can view a variety of customer information, such as their account information, orders, or wish lists. This information can help you develop a better understanding of your customers' interests so that you can provide better customer service.
View and Manage Customer Profiles
1. On the Lambda Store admin panel, click Customers > All Customers to access the Customers page.
2. To see a customer's record and information, find the desired customer on the grid and click Edit under the Action column.
3. Here, you can see the customer's profile information. The options on the header menu allow you to perform one of the following operations:
Reset: Allows you to reset any unsaved changes back to the original profile.
Create Order: Allows you to create an order for the customer.
Online Customers
On the Lambda Store admin panel, click Customers > Now Online to see customers who are currently online.
This page also shows you the Customer Type, Email, and the time of the Customer's Last Activity.
Customer Account Actions
The Customers page contains the records of all customers on your website. You can set action controls for numerous customers at the same time, and perform actions such as subscribing/unsubscribing them to newsletters, or assigning them to groups or companies.
1. On the Lambda Store admin panel, click Customers > All Customers to access the Customers page.
2. First, select a customer by clicking the checkbox.
3. Then, choose your desired operation from the Actions control menu.
Subscribe or Unsubscribe to Newsletter: Allows you to subscribe or unsubscribe one or more customers from the store newsletter.
Assign a Customer Group: Allows you to assign one or more customers to a specific customer group.
Edit: Allows you to quickly edit the information of one or more customers.
Assign to Company: Allows you to assign one or more customers to a specific company.
Creating Customer Accounts
Store administrators can create individual customer accounts. After an account is created, customers can log in to your Lambda Store website using the account information you have provided.
1. On the Lambda Store admin panel sidebar, click Customers > All Customers to access the Customers page.
2. Click the Add New Customer button.
3. For a multi-site installation, set Associate to Website to the main website where the customer account applies.
4. Assign the customer to a Customer Group from the group drop down menu.
5. Complete the required fields:
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- First and last name
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6. Complete the optional fields, if applicable:
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- Name prefix
- Middle name/initial
- Name suffix
- Date of birth
- Tax/VAT number
- Gender
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7. Choose whether or not the website sends a Welcome Email. Note that the website's language determines the welcome email's language.
8. Assign the customer to a Company.
9. Set Is Admin to Yes or No.
Selecting Yes means that the customer is an administrator of the selected company.
Selecting No means that the customer is not an administrator of the selected company.
10. Enter the Salesforce Contact ID if necessary.
11. Once you are complete, click Save Customer.
NOTE
Customer accounts created by the store administrator do not initially have passwords assigned. These customers will receive an email prompting them to finish setting up their accounts.
Customer Groups
A customer group is an organizational tool used to categorize customers. Customer groups are necessary for implementing promotions in your store, such as special pricing options.
Customer groups differ from companies in that they do not have internal structures, and thus you cannot assign customers to become 'customer group administrators.'
NOTE
A new customer group is automatically generated once a new company is created. This new customer group will have the same name as the new company.
Create a Customer Group
1. On the Lambda Store admin panel, click Customers > Customer Groups to access the Customer Groups page.
2. Click Add New Customer Group.
3. Enter a unique Group Name to identify the group.
4. Select the Tax Class that applies to your group.
5. Click Save Customer Group to save the new group.
Edit a Customer Group
1. On the Lambda Store admin panel, click Customers > Customer Groups to access the Customer Groups page.
2. Look for the desired group on the grid and click Select under the action column. Click Edit on the drop down menu.
3. Make the necessary modifications for the Group Name or Tax Class.
4. When complete, click Save Customer Group.
Assign a Customer to a Group
1. On the Lambda Store admin panel, click Customers > All Customers to access the Customers page.
2. To assign a customer to your group, first find the desired customer in the grid, then select the checkbox.
3. Set the Actions control to Assign a Customer Group.
4. Select the appropriate group, and click OK to confirm.