Lesson 51 of 64
Store content & customers
Manage customers, CRM, loyalty and wallet
Keep customer details, account history and enabled growth tools connected to real transactions.
Before you begin
Review your permissions and enabled modules. Prepare accurate customer contact details and the terms of any loyalty or promotion offer.
Step by step
- Search Customers before adding a profile. Keep names, contact details and delivery addresses accurate and avoid duplicate accounts.
- Link the correct customer to sales and orders. Review their transaction history and customer ledger when following up on a balance.
- Use CRM and Support for the relevant relationship and service records available in your workspace. Give each follow-up a clear context.
- Where enabled, review Promotions and Loyalty rules before activating an offer. Check eligibility, dates and the effect on checkout totals.
- Review Wallet activity, Reviews and Wishlist in their own screens where available. Check the source transaction before making an account correction.
Check the result
Confirm the right customer receives the intended benefit and that wallet or ledger changes have an identifiable source.
Common question
Are wallet, loyalty and customer debt the same balance?
They serve different purposes. Review each module's rules and transaction history rather than treating all customer values as available cash.