{"id":6639,"date":"2024-05-06T11:22:41","date_gmt":"2024-05-06T11:22:41","guid":{"rendered":"https:\/\/addify.store\/documentation\/?page_id=6639"},"modified":"2024-05-06T11:22:41","modified_gmt":"2024-05-06T11:22:41","slug":"setting-up-smart-customer-manager-for-woocommerce","status":"publish","type":"page","link":"https:\/\/addify.store\/documentation\/woocommerce\/smart-customer-manager-for-woocommerce\/setting-up-smart-customer-manager-for-woocommerce\/","title":{"rendered":"Setting Up Smart Customer Manager for WooCommerce"},"content":{"rendered":"\n<h2 class=\"wp-block-heading\">Configuration of Smart Customer Manager for WooCommerce<\/h2>\n\n\n\n<h3 class=\"wp-block-heading\">Viewing Customer Info in a Single Interface<\/h3>\n\n\n\n<p>Go to <strong>WooCommerce <\/strong>&gt; <strong>Customer Manager<\/strong> &gt; <strong>Customer Details.<\/strong><\/p>\n\n\n\n<p><strong>Filtering Customers:<\/strong><\/p>\n\n\n\n<p>Click on <strong>\u201cAdd a Filter\u201d <\/strong>to begin filtering customers based on various criteria.<\/p>\n\n\n\n<p>Choose from a range of options such as:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Name<\/li>\n\n\n\n<li>Date\u00a0<\/li>\n\n\n\n<li>Phone<\/li>\n\n\n\n<li>Email\u00a0<\/li>\n\n\n\n<li>Total Spend\u00a0<\/li>\n\n\n\n<li>Total Orders<\/li>\n\n\n\n<li>Country\u00a0<\/li>\n\n\n\n<li>State<\/li>\n\n\n\n<li>Matching Search<\/li>\n\n\n\n<li>User Role<\/li>\n\n\n\n<li>Addify Registration Field<\/li>\n\n\n\n<li>Multi Select<\/li>\n<\/ul>\n\n\n\n<p>Apply filters based on customer personal and order details, or search for specific customers using the search bar.<\/p>\n\n\n\n<p><strong>Viewing Customer Information:<\/strong><\/p>\n\n\n\n<p>Once filtered, view the details of each customer in a table format.<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Customer information includes ID, email, and user roles.<\/li>\n\n\n\n<li>Access user contact details, billing information, and registration dates.<\/li>\n\n\n\n<li>Explore the total number of orders and total amount spent by each customer.<\/li>\n\n\n\n<li>View the complete order history for each customer.<\/li>\n\n\n\n<li>Identify the date of the first and last order for each user.<\/li>\n<\/ul>\n\n\n\n<p><strong>Bulk Actions:<\/strong><\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Perform bulk actions on selected customers.<\/li>\n\n\n\n<li>Separate lists of guest and registered users are available from the search field.<\/li>\n\n\n\n<li>Delete customers in bulk or add new users as needed.<\/li>\n<\/ul>\n\n\n\n<p><strong>Switching User Roles:<\/strong><\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Easily switch user roles of desired customers.<\/li>\n\n\n\n<li>View all customers in one place and manually convert user roles either in bulk or one by one.<\/li>\n\n\n\n<li>Choose the roles you wish to switch and select from a dropdown of user role options to switch roles with a single click.\u00a0<\/li>\n<\/ul>\n\n\n\n<figure class=\"wp-block-image\"><img decoding=\"async\" src=\"https:\/\/lh7-us.googleusercontent.com\/LsAo3LtSBJatK4Tc-Ol8ZMKivASwH-tSSiFPq4PJwjBCQOvS2Dm7olgekIiriDuXdl_2OVGnXbu6jWVIZ3XF6XDi8f3KF5zlHdGMFjb3FqPGGatyPc4Q5JLENHzYtg9EzH8lDvm7p2tm7wMczBKYQOI\" alt=\"\"\/><\/figure>\n\n\n\n<figure class=\"wp-block-image\"><img decoding=\"async\" src=\"https:\/\/lh7-us.googleusercontent.com\/PRTWIjlGpJIp3nubMrcoq6JsCnFOeOeGM0Oh-DJicXSQsFoXhBClKAnQNNi__tw5g_nlrizNIGKtass9eTlT7vIca6kjYlCYJx2qHJ9xDI3Qi_K0e_4aFP4i_WWsy19FGlmZFuFGpy42W5ro6bTfgZk\" alt=\"\"\/><\/figure>\n\n\n\n<h3 class=\"wp-block-heading\">Sending Bulk Emails to Customers<\/h3>\n\n\n\n<p>Go to <strong>WooCommerce <\/strong>&gt; <strong>Customer Manager <\/strong>&gt; <strong>Customer Details.<\/strong><\/p>\n\n\n\n<p>Within the Customer Details interface, locate the option labeled<strong> \u201cSend Bulk Email\u201d.<\/strong><\/p>\n\n\n\n<p>Click on<strong> \u201cSend Bulk Email\u201d<\/strong> to initiate the email sending process.<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>A popup window will appear, prompting you to provide the following details:\n<ul class=\"wp-block-list\">\n<li><strong>Subject of the Email:<\/strong> Enter a concise and descriptive subject line for your email.<\/li>\n\n\n\n<li><strong>Text: <\/strong>Compose the body of your email. You can utilize available placeholders to personalize your message. Placeholders may include customer-specific information like name, order details, or any other relevant data.<\/li>\n<\/ul>\n<\/li>\n<\/ul>\n\n\n\n<p>Once you have entered the subject and text for your email, click on the<strong> \u201cSend\u201d<\/strong> button to dispatch the email to all selected customers.<\/p>\n\n\n\n<figure class=\"wp-block-image\"><img decoding=\"async\" src=\"https:\/\/lh7-us.googleusercontent.com\/u0p6nofsAS67ksziGWnT4HezwBuMZ6NGBrmweCGygWrFWfyC_IBnX6Y1csoxUQZkxHNsN6uKN4WcIw8_GznqBBdA0I8dztnZSov92t728cQ_uJt0kHeTpsZiAb-L4vD-Vonx3IyCTEKpx9q5npYL0xU\" alt=\"\"\/><\/figure>\n\n\n\n<h3 class=\"wp-block-heading\">Importing\/Exporting Customer Data in Bulk<\/h3>\n\n\n\n<p>Go to <strong>WooCommerce <\/strong>&gt; <strong>Customer Manager <\/strong>&gt; <strong>Import Export.<\/strong><\/p>\n\n\n\n<p>Within the Import Export section, you&#8217;ll find options to import or export customer data.<\/p>\n\n\n\n<p><strong>Importing Customer Data:&nbsp;<\/strong><\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>If you choose to import, you&#8217;ll typically be prompted to upload a CSV file containing the customer data you wish to import.<\/li>\n\n\n\n<li>Ensure that the CSV file follows the required format for importing customer data. This format may include specific columns for customer information such as name, email, address, etc.<\/li>\n\n\n\n<li>Once you&#8217;ve selected the CSV file, proceed with the import process. The plugin will process the file and import the customer data into your WooCommerce store.<\/li>\n<\/ul>\n\n\n\n<p><strong>Exporting Customer Data:&nbsp;<\/strong><\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>To export the customer data in bulk, go to customer details section and click on \u201cExport Data\u201d button.\u00a0<\/li>\n<\/ul>\n\n\n\n<figure class=\"wp-block-image\"><img decoding=\"async\" src=\"https:\/\/lh7-us.googleusercontent.com\/RZ2Suep_dA1y94gXmURzCzqVNoE_69rocdQKq-MX6_Gvac5JijmCLGScROBtV-dfJtIRAujlMefqVq3ZJMw7Z5zqmPlTLtNg9GxeNexy2htGoDnWTjHDSpmzs_PJuVPDnrRNs80Rj9A-dsQ4aSXIbM0\" alt=\"\"\/><\/figure>\n\n\n\n<h3 class=\"wp-block-heading\">Adding New User Roles<\/h3>\n\n\n\n<p>Go to <strong>WooCommerce <\/strong>&gt; <strong>Customer Manager<\/strong> &gt; <strong>Add User Role.<\/strong><\/p>\n\n\n\n<p>Upon accessing the Add User Role section, you&#8217;ll typically see a log displaying all existing user roles.<\/p>\n\n\n\n<p><strong>Creating a New User Role:<\/strong><\/p>\n\n\n\n<p>To create a new user role, click on the<strong> &#8220;Create User Role&#8221; <\/strong>button.<\/p>\n\n\n\n<p>A new popup window will appear, prompting you to provide the following details:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>Select User Role Name: <\/strong>Enter a name for the new user role. This name should be descriptive and indicative of the role&#8217;s purpose.<\/li>\n\n\n\n<li><strong>Select User Role Key: <\/strong>Enter a unique key for the user role. This key is used internally by WordPress to identify the user role.<\/li>\n\n\n\n<li><strong>Capabilities Type Dropdown: <\/strong>Choose the type of capabilities for the user role. You&#8217;ll typically have two options:\n<ul class=\"wp-block-list\">\n<li><strong>Copy User Role Capabilities: <\/strong>Select an existing user role from the dropdown to copy its capabilities. This option is useful if you want the new role to have similar permissions to an existing role.<\/li>\n\n\n\n<li><strong>Add Custom Capabilities:<\/strong> If you prefer to define custom capabilities for the new role, choose this option.\n<ul class=\"wp-block-list\">\n<li><strong>Select Custom Capabilities:<\/strong> Specify the custom capabilities you want to assign to the new user role. This allows you to tailor the permissions of the role according to your specific requirements.<\/li>\n<\/ul>\n<\/li>\n<\/ul>\n<\/li>\n<\/ul>\n\n\n\n<figure class=\"wp-block-image\"><img decoding=\"async\" src=\"https:\/\/lh7-us.googleusercontent.com\/mVwf2JKlJOhB_50T8kpBdOtRRmdhHBfHKyfRlc-OnOsAf9Wqyhh_nJSkEImG9pVH7iwVyo550lugTZah44IY3X2KVnaQR74Zpa24R7Q65PVjh4lNVhOCU1p70toWD13QW38aQWRzwCGO4d5BmGezvWM\" alt=\"\"\/><\/figure>\n\n\n\n<figure class=\"wp-block-image\"><img decoding=\"async\" src=\"https:\/\/lh7-us.googleusercontent.com\/ccFAsLV169HjpDi1rmvcVP1vfTXDUxWlY9ea1n20LrlOsOhQBzKIpJkd-Rt07qLiBzZU2ymSMR9VrBlItZEYpio6JBBX-l1hI5UTcaSSVK1yrEUESMNgCuqdgzAjbVyWyCthKrtBsUAXoAAt1Ryjk_Q\" alt=\"\"\/><\/figure>\n\n\n\n<h3 class=\"wp-block-heading\">Configuring the Customer Table As Per Choice<\/h3>\n\n\n\n<p>Go to <strong>WooCommerce <\/strong>&gt;<strong> Customer Manager <\/strong>&gt; <strong>General Settings.<\/strong><\/p>\n\n\n\n<p><strong>Customer Table Setting:<\/strong><\/p>\n\n\n\n<p><strong>Default Column:<\/strong> Select the default column to be displayed in the customer table. Options typically include:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Id<\/li>\n\n\n\n<li>User Registered<\/li>\n\n\n\n<li>Phone<\/li>\n\n\n\n<li>Email\u00a0<\/li>\n\n\n\n<li>Total Orders<\/li>\n\n\n\n<li>Total Spent<\/li>\n\n\n\n<li>Order List<\/li>\n<\/ul>\n\n\n\n<p><strong>Remove Column: <\/strong>Choose columns to remove from the customer table.&nbsp;<\/p>\n\n\n\n<p><strong>Hide Customer Details Column From Order Table:<\/strong> Checkmark this option to hide customer details from the order table.&nbsp;<\/p>\n\n\n\n<p><strong>Hide Customer:<\/strong> Checkmark this option to hide customers who haven&#8217;t made any purchases or match specific order statuses. You can select from order statuses such as:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Pending Payment<\/li>\n\n\n\n<li>Processing<\/li>\n\n\n\n<li>On Hold<\/li>\n\n\n\n<li>Completed<\/li>\n\n\n\n<li>Cancelled<\/li>\n\n\n\n<li>Refunded<\/li>\n\n\n\n<li>Failed<\/li>\n\n\n\n<li>Draft<\/li>\n<\/ul>\n\n\n\n<figure class=\"wp-block-image\"><img decoding=\"async\" src=\"https:\/\/lh7-us.googleusercontent.com\/dxxzAS6aM3orx1uj6bkQTRf5vMLYJfaS-8QqNco2xQKL0uQSnXmI3J1FbPymRk09Zw8mYmn3HUQFYvGcQJcVaioMK96zYoZWm0aKGkbUOFE32_pHvcNR2uf4y4a7TbXTFXzGLafEj8pnwV20APb5Ay4\" alt=\"\"\/><\/figure>\n\n\n\n<p><strong>Assign Same Email Order After\/During Registered:<\/strong> Enable this option to automatically assign existing guest orders to a user if the order email matches the registered user&#8217;s email.<\/p>\n\n\n\n<p><strong>Select Filter To Display On Customer Page:<\/strong> Choose the filter criteria that you want to display on the customer page.&nbsp;<\/p>\n\n\n\n<p><strong>Export &amp; Import User Meta:<\/strong> Check this box to enable the export and import of user meta data.<\/p>\n\n\n\n<p><strong>Default User Role: <\/strong>Specify the default user role that should be assigned when a customer is created automatically using any of the plugin&#8217;s settings. Options typically include:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>WordPress Default User<\/li>\n\n\n\n<li>Administrator<\/li>\n\n\n\n<li>Editor<\/li>\n\n\n\n<li>Author<\/li>\n\n\n\n<li>Contributor<\/li>\n\n\n\n<li>Subscriber<\/li>\n\n\n\n<li>Customer<\/li>\n\n\n\n<li>Shop Manager<\/li>\n\n\n\n<li>Wholesale<\/li>\n\n\n\n<li>B2B<\/li>\n\n\n\n<li>Retailer\u00a0<\/li>\n\n\n\n<li>Manager<\/li>\n<\/ul>\n\n\n\n<figure class=\"wp-block-image\"><img decoding=\"async\" src=\"https:\/\/lh7-us.googleusercontent.com\/Hz2kdWc_oy4G7dx1VIhoThvKrJy6vvsHWx9t-zEPgwwpoSSChset8tNh6cFGZqDKc_BZ4E96HwYpo2HHma2LW5A1CP24Vb_MoXn_E8cz7ScxxzeMkFK6tWCQI9PRZbPNAcBeesMf6gCETevx6mIPseg\" alt=\"\"\/><\/figure>\n\n\n\n<h4 class=\"wp-block-heading\">Converting Guest Users to Customers Automatically<\/h4>\n\n\n\n<p><strong>Automatic Guest Conversion From Checkout:&nbsp;<\/strong><\/p>\n\n\n\n<p><strong>Guest to Customer (New Orders): <\/strong>Checkmark this option to ensure that guest users are automatically converted to registered customers when they complete a new order.<\/p>\n\n\n\n<p><strong>Enable Guest to Customer (Old Orders): <\/strong>Check this box to activate the cron job setting for converting old guest orders to registered customers.<\/p>\n\n\n\n<p><strong>Cron Schedule: <\/strong>Specify the schedule for the cron job to run. You can set the frequency in terms of:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Minute<\/li>\n\n\n\n<li>Hours<\/li>\n\n\n\n<li>Days\u00a0<\/li>\n\n\n\n<li>Week<\/li>\n\n\n\n<li>Month\u00a0<\/li>\n<\/ul>\n\n\n\n<p><strong>Minimum Spend:<\/strong> Specify the minimum amount that a guest user must spend in order to be automatically converted to a registered customer.&nbsp;<\/p>\n\n\n\n<p><strong>Order Status:<\/strong> Select the order status(es) to which the automatic guest conversion should be applied. You can choose from options such as:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Pending payment<\/li>\n\n\n\n<li>Processing<\/li>\n\n\n\n<li>On hold<\/li>\n\n\n\n<li>Completed<\/li>\n\n\n\n<li>Cancelled<\/li>\n\n\n\n<li>Refunded<\/li>\n\n\n\n<li>Failed<\/li>\n\n\n\n<li>Draft<\/li>\n<\/ul>\n\n\n\n<p><strong>Minimum Days Left After Last Order: <\/strong>Specify the minimum number of days that must elapse after a guest user&#8217;s last order before they are automatically converted to a registered customer.&nbsp;<\/p>\n\n\n\n<p><strong>Select Country: <\/strong>select specific countries for which the automatic guest conversion should apply. Leave this field empty to apply the setting to all countries.<\/p>\n\n\n\n<figure class=\"wp-block-image\"><img decoding=\"async\" src=\"https:\/\/lh7-us.googleusercontent.com\/m0sqkCWZ9As3I8KOsUU6btxPuDwtBfdTnUEX9F1iOFyqGY-xQ0k02slyiFmBITlAV6BJ8NcP-lX9DmsfAgecB9K_26x9QiTyaIvX_tQ3H3DluKFpir9hFjjCpI1A_vzaTKpOmfpwcPmyiLwiwWi0n4I\" alt=\"\"\/><\/figure>\n","protected":false},"excerpt":{"rendered":"<p>Configuration of Smart Customer Manager for WooCommerce Viewing Customer Info in a Single Interface Go to WooCommerce &gt; Customer Manager &gt; Customer Details. Filtering Customers: Click on \u201cAdd a Filter\u201d to begin filtering customers based on various criteria. Choose from a range of options such as: Apply filters based on customer personal and order details, [&hellip;]<\/p>\n","protected":false},"author":1,"featured_media":6262,"parent":6631,"menu_order":3,"comment_status":"closed","ping_status":"closed","template":"template-parts\/documentation-template.php","meta":{"_themeisle_gutenberg_block_has_review":false,"footnotes":""},"class_list":["post-6639","page","type-page","status-publish","has-post-thumbnail","hentry"],"acf":[],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v27.4 - https:\/\/yoast.com\/product\/yoast-seo-wordpress\/ -->\n<title>Setting Up Smart Customer Manager for WooCommerce - Documentation<\/title>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/addify.store\/documentation\/woocommerce\/smart-customer-manager-for-woocommerce\/setting-up-smart-customer-manager-for-woocommerce\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Setting Up Smart Customer Manager for WooCommerce - Documentation\" \/>\n<meta property=\"og:description\" content=\"Configuration of Smart Customer Manager for WooCommerce Viewing Customer Info in a Single Interface Go to WooCommerce &gt; Customer Manager &gt; Customer Details. 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Filtering Customers: Click on \u201cAdd a Filter\u201d to begin filtering customers based on various criteria. 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