Skip to main content

Customers Overview in BoxNCase Partners Admin

The Customer management system in BoxNCase Partners allows you to comprehensively manage both registered and guest customers, view detailed customer information, and create customer groups for effective segmentation and targeted marketing.

Customer Management Features

Customer Types

BoxNCase Partners supports two primary customer types:
  • Registered Customers: Customers who have created accounts with email and password
  • Guest Customers: Customers who place orders without creating accounts

Customer Details

View comprehensive customer information including:
  • Email address: Primary customer identifier and communication channel
  • Name: First and last name for personalized service
  • Customer type: Registered or guest status
  • Order history: Complete purchase history and behavior patterns
  • Contact information: Phone numbers and addresses for communication

Customer Groups for Segmentation

Create and manage customer groups to:
  • Segment customers: Organize customers by type (VIP, wholesale, retail, etc.)
  • Target promotions: Apply group-specific discounts and offers
  • Customize pricing: Set special pricing tiers for different customer segments
  • Improve marketing: Create targeted campaigns for specific customer groups

Key Benefits

Enhanced Customer Service

  • Access complete customer profiles and order history
  • Quickly resolve customer inquiries with detailed information
  • Track customer preferences and purchase patterns
  • Manage customer addresses and contact information

Targeted Marketing

  • Create customer groups based on behavior, geography, or purchase volume
  • Apply group-specific promotions and pricing
  • Segment customers for email marketing campaigns
  • Track group performance and engagement

Business Intelligence

  • Analyze customer behavior and purchasing patterns
  • Identify high-value customers and VIP segments
  • Monitor customer lifetime value and retention
  • Generate reports on customer demographics and trends

Customer Group Examples

VIP Customers

  • Premium customers with high purchase volume
  • Exclusive discounts and early access to new products
  • Priority customer service and support

Wholesale Customers

  • Business customers buying in bulk
  • Volume-based pricing and discounts
  • Special payment terms and credit arrangements

Regional Customers

  • Customers segmented by geographic location
  • Location-specific promotions and shipping options
  • Regional pricing and currency support

Quick Actions

Customer Management

  • View customer orders and order history
  • Manage customer addresses and contact information
  • Track customer behavior and purchasing patterns

Getting Started

  1. View Customer List: Access all customers from the Customers menu in the sidebar
  2. Create Customer Groups: Set up segments for VIP, wholesale, or regional customers
  3. Assign Customers: Add customers to appropriate groups for targeted marketing
  4. Apply Group Benefits: Set up group-specific pricing and promotions
Tip: Use customer groups strategically to create personalized shopping experiences and improve customer retention through targeted offers and communications. The customer management system in BoxNCase Partners provides the foundation for building strong customer relationships and driving business growth through effective segmentation and personalized service.