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Working with ShopSite |
Here is a list of questions and answers about customer registration.
Customer registration is a means for you to form a tighter relationship with your customers. ShopSite will collect a little information about each registered customer -- such as an e-mail address -- and you will then have that information to contact those customers. The customers gain greater convenience when purchasing at your store, and you can offer them coupons as enticements to register and return to your store.
Once you have enabled customer registration, customers will see a "Click here to Register" link on the shopping cart page. When they click on that link, they enter an e-mail address and a password to register, plus a challenge question (in case they forget their password). They can also set a couple of preferences, but there is very little information required to register! Once they finish the registration page, they are back at the shopping cart page as registered customers! If you configured the default customer group to give customers a coupon, that coupon will appear in their shopping cart.
You can choose whether customers are required to register before they can complete a purchase in your store, or you can make registration optional.
Registration has some built-in benefits, and you can offer additional enticements! ShopSite will automatically store shipping addresses used by registered customers, and they can easily select any of those addresses on future orders to save time. Additionally, customers can select to have ShopSite remember their payment methods (credit card type and number) so that they don’t have to enter that information on each order. ShopSite also keeps a record of a customer’s orders, and the customer can view previous orders at any time.
As the merchant, you can entice customers to register by offering them coupon discounts. When you assign a registered customer to a group and add one or more coupons to that group, the customers in that group will automatically get those coupons put into their cart each time they sign in!
The main Customer Registration screen includes search controls that you can use to find one or more registered customers, which can really be helpful when you have thousands of registered customers! Simply set the search parameters, such as "Last name" "is" "smith" and click the Search button. If you want your search results to be displayed as move in and out of the main Customer Registration screen, check the Remember Search box. If you do not check the box, your search results will not be displayed when you return to the main Customer Registration screen.
There are two ways to put registered customers into groups. First, all customers are automatically put into the default group when they register at your store (you can see which group is the default group). Second, you can manually assign customers to a group.
To specify the default group for newly registered customers, go to the main Customer Registration screen and click Groups. Click on the name of the group that you want to become the default and click the Default button.
To manually assign customers to a group, start at the main Customer Registration screen. You can either click the List All button to see all registered customers, or set some search parameters and click the Search button to see a subset of customers. Once you have the list that you want, select the customers that you want to assign to a specific group (you can select more than one by holding down the Ctrl key while you click). Next, click the Assign to Group button. The Assign to Group screen displays a list of the customers that you selected, including which groups they are currently assigned to. Select a group from the drop-down list, then click Save to assign the customers to the new group.
You can assign coupons to a group to entice customers to register at your store or return to shop. For example, you could run a registration special and offer customers 5% off all purchases until a given date if they register at your store. Or you could give another group of shoppers 10% off all purchases because they’re your best customers. You decide which customers are in which groups, and what coupons to assign to each group.
To assign a coupon to a group, you must first create the coupon. Once you have created the coupon. go to the main Customer Registration screen and click Groups. On the Groups screen, select the group and click Edit. On the Edit Groups screen, find the coupon in the Unassigned column and select it (you can select more than one) and click Add to Group. To unassign a coupon from a group, simply select the coupon from the Assigned to Group column and click Delete from Group.
A customer’s account can become locked if they give too many wrong passwords and wrong challenge phrase answers. Or, you as the merchant can lock a customer’s account if you suspect that the account is being abused. To lock or unlock an account, select the customer name on the main Customer Registration screen and click the Edit button. On the Edit Customer Information screen, select the radio button to lock or unlock the account, then click Save.
From the main Customer Registration screen, click the Download button and the follow the instructions for downloading customer information.
ShopSite does not have a built-in customer e-mail facility. To send e-mail to registered customers -- such as an announcement of a sale -- download the customer information (choose the option to include e-mail addresses) and then import the addresses into your e-mail program.
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ShopSite Help and Resource Center February 13, 2004 Give Feedback |
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