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Customer Profiles
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Customer Profile Options
This Section contains 6 options to assist in managing customer profiles. They are:
| Export | Manage (Legacy) |
| Import | Pricing TiersImport |
| Loyalty | Send Password Notice |
| Manage | Settings |
The following is the Customer Profile Management scren
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Export Customer Profiles
The customer profile export utility allows you to quickly generate an Excel Spreadsheet or CSV file of all the information contained within your customer profiles. A quick way to update a lot of information is to generate a spreadsheet with this utility, edit the spreadsheet, and then import the information back into UltraCart. Click on the Export link to create your spreadsheet. The following screen will appear.
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Related: Customer Profiles Import Tutorial
Loyalty
The Loyalty program provide a way to reward customers for their patronage. The customer can accumulate points that they will then be able to redeem for purchases within your store.
For more about the Loyalty program, see the following 'help' doc: Loyalty Program
Manage Customer Profile (Legacy)
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This is for the Legacy version of the Customer Profile manager. For the new Customer profile manager, please see the section at the top of the page. |
If this is your first visit to the Customer Profiles screen and you have none created, this is how your screen will appear.
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Related: Configuration - Customer Profiles