how to manage customers at your eshopbox site

Eshopbox Wiki for Store Owners

Category: Sales and Customers

How to manage customers at your Eshopbox site

What you will learn here

▪ Why to manage customers at your Eshopbox site

▪ How to manage customers at your Eshopbox site

Welcome to Eshopbox Wiki

A Eshopbox Wiki production. © All Rights Reserved at BoxBeat Technologies Pvt. Ltd.

1Why to manage customers at

your Eshopbox site

A Eshopbox Wiki production. © All Rights Reserved at BoxBeat Technologies Pvt. Ltd.

▪ Managing customers at your store will help you in assisting them

properly

▪ It will help you in fulfilling your customers needs in real time

▪ It will make your customers feel valued and important

Why to manage customers at your Eshopbox site

A Eshopbox Wiki production. © All Rights Reserved at BoxBeat Technologies Pvt. Ltd.

2How to manage customers at

your Eshopbox site

A Eshopbox Wiki production. © All Rights Reserved at BoxBeat Technologies Pvt. Ltd.

Step 1:

▪ Log in to your eshopbox site admin panel with your login id and password

▪ Click on the Store Management tab

How to manage customer at your Eshopbox site

My account page

A Eshopbox Wiki production. © All Rights Reserved at BoxBeat Technologies Pvt. Ltd.

Step 2:

▪ Click on ‘Manage’ tab and select ‘Customers’ link from the drop down

menu

How to manage customer at your Eshopbox site

Manage tab

Customers link

A Eshopbox Wiki production. © All Rights Reserved at BoxBeat Technologies Pvt. Ltd.

Step 3:

▪ After clicking on ‘Customers’ link, you will be redirected to the customers

page displaying the lists of customers of your store

▪ Click on the ‘Action’ tab respective to the customer you want to manage

How to manage customer at your Eshopbox site

Customers page

Action tab

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Step 4:

▪ You can manage customers at your store through 3 different options▪ View Details▪ Customer Note▪ Start a Conversation

▪ After clicking on ‘Action’ tab, select any of the options from the drop down

How to manage customer at your Eshopbox site

Customers listing page

Start a Conversation

Customer Note

View Details

A Eshopbox Wiki production. © All Rights Reserved at BoxBeat Technologies Pvt. Ltd.

Step 5:

▪ By selecting the ‘View Details’ link, you will be able to view all the details

of the customer which you have selected

▪ This page will have details like ‘Item placed’, ‘Completed items’,

‘Cancelled items’, ‘Ordered gift certificates’, ‘Total money spent’

▪ Click on ‘Back to customer listings’ to go to main customer listings page

How to manage customer at your Eshopbox site

View Detail Page

Details of selected customer Back to customer listing page

Total money spent by this customer

A Eshopbox Wiki production. © All Rights Reserved at BoxBeat Technologies Pvt. Ltd.

Step 6:

▪ On the main customer listing page, select ‘Customer note’ which will

direct you to the customer note page

▪ Create your note here and click on ‘Save’ button to store your note safely

▪ If you don’t want to save the note, click on ‘Cancel’ button

How to manage customer at your Eshopbox site

Create note

Save button

Cancel button

Create a Note Page

Save button

A Eshopbox Wiki production. © All Rights Reserved at BoxBeat Technologies Pvt. Ltd.

Step 7:

▪ After clicking on ‘Save’ button, you will be redirected to the ‘Customer

Listing page’

▪ Click on ‘Start a conversation’ link to initiate conversation with your

customer, enter your message and click on ‘Send Message’

How to manage customer at your Eshopbox site

Start a Conversation Page

Enter your message here

A Eshopbox Wiki production. © All Rights Reserved at BoxBeat Technologies Pvt. Ltd.

Good to know

▪ While managing your customers at your store, please select the

appropriate customer

▪ While clicking on the action button, please check that you select the

customer first whom you want to manage

▪ While creating a note for your customer, remember that you save

important information which you want your customer to remember

A Eshopbox Wiki production. © All Rights Reserved at BoxBeat Technologies Pvt. Ltd.

Wiki : A collection of illustrative presentations which will guide you in

a step by step manner to answer your store related queries.

Knowledgebase : A repository of detailed articles that provide you with in depth information about running your store and understanding the process involved.

Forum : An open community for Store owners to share and discuss everything about Eshopbox. Get real and practical solutions to most of your problems.

Blog : A rich source of Tips, Articles and Announcements that keep you

updated about the latest happening and techniques to enhance your art of selling online.

Ask a question : Find simple answers to complex questions through our experts. For any further assistance, mail us at support@eshopbox.com

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