Overview

This tutorial details the steps for creating a customer profile from a previous order. Customer profiles are useful for both your customers and for you the merchant.

The benefits for the customer include:

• the ability to review previous orders

• simplify and speed up the checkout process for future orders

• manage their auto orders

• provide product reviews

The benefits for you the merchant include:

• customer contact details are continuously updated

• improved analytical data about your customers

Steps to Creating a Customer Profile from a Placed Order

1. Locate the order using the "View all orders (in any stage)" or "Find Orders" widget on the Home page.

2. Once you are viewing the order (in the full page view, not in the search results view), browse over the "Tools" menu option:

3. Click "Establish Customer Profile":

4. The Customer Profile editor will open populated with the customer details from the order.

5. Review the details and scroll to the bottom of the page and click the Save button.

   info

   Creating a password for the profile

   You will need to create a password before saving the customer profile, otherwise you'll get an error. The customer will have an option to email the password to themselves. After creating a password (recommend at least 6 characters using a combination of upper and lowercase letters and numbers), scroll to the bottom of the page and click Save.

   Congratulations! You've just created the customer profile.