Managing customers effectively is essential for running your online store smoothly. The BuildMyStore mobile app allows you to add, view, and manage customer details with ease. Follow the steps below:
Step 1: Open the Mobile App
Launch the BuildMyStore mobile app on your smartphone.
Log in to your account if you haven’t done so already.
Step 2: Navigate to the Manage Section
Tap on the Manage option located at the bottom of the screen.
This will take you to the store management page.
Step 3: Go to the Customer Section
On the Manage page, find and select the Customer option.
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This will open the customer management interface, where you can:
View details of your customers, such as New Customers, Returning Customers, and Imported Customers.
Step 4: Add a New Customer
To add a new customer, click on the Plus (+) sign at the bottom-right corner of the screen.
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A form will pop up where you can enter:
Customer Name
Phone Number
Email ID
Once you’ve filled in the details, click Submit to add the customer.
Step 5: Manage an Existing Customer
Click on any customer from the list whose details you want to manage.
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This will open a new interface with three options:
Orders
Wallet
Subscription
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Manage Customer Orders
Select the Order option to view all orders placed by the customer.
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To add a new order on behalf of the customer:
Click the Plus (+) sign at the bottom-right corner.
On the next screen, search for and select the product(s).
Adjust product quantities using the + or - buttons.
Enter the Delivery Address and select the Payment Method.
Click Proceed to Place Order.
Review the order details and click Confirm to complete the process.
A confirmation popup will appear showing the order details.
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Manage Customer Wallet
Select the Wallet option to check and manage the customer’s wallet balance.
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To recharge the wallet:
Click on Recharge Wallet.
Enter the amount and choose the Payment Method.
Click Recharge to update the wallet balance.
You can view the customer’s Wallet Transactions and current balance.
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Manage Customer Subscriptions
Select the Subscription option to view and manage subscriptions.
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To create a new subscription for the customer:
Click the Plus (+) sign at the bottom-right corner.
Select a product (only subscribable products will appear).
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Choose the delivery schedule:
Everyday
Weekend
Someday: Select specific days of the week (e.g., Monday, Wednesday, Friday).
Set the Start Date and End Date.
Add the Delivery Address.
Select the Payment Method.
Click Create Subscription to finalize.
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To modify existing subscriptions:
o Unsubscribe, edit, or delete the subscription as needed.
Repeat this process to add multiple subscriptions.
Step 6: Finalize Customer Management
Once you’ve added or managed customer details, all updates will reflect on their profiles.
You can always revisit the Customer section to make changes or review customer information.
Benefits for Customers
Customers can easily place orders, recharge their wallet, or manage subscriptions.
Store owners can ensure smooth transactions and personalized customer experiences.
By following these steps, you can efficiently add and manage your customers, enhancing their shopping experience and building loyalty! 🌟