This presentation will guide owners in how to manage customers at your eshopbox site

1. How to manage customers at your
Eshopbox site
Category: Sales and Customers
Eshopbox Wiki for Store Owners

2. Welcome to Eshopbox Wiki
What you will learn here
▪ Why to manage customers at your Eshopbox site
▪ How to manage customers at your Eshopbox site
A Eshopbox Wiki production. © All Rights Reserved at BoxBeat Technologies Pvt. Ltd.

3. 1
Why to manage customers at
your Eshopbox site
A Eshopbox Wiki production. © All Rights Reserved at BoxBeat Technologies Pvt. Ltd.

4. Why to manage customers at your Eshopbox site
▪ Managing customers at your store will help you in assisting them properly
▪ It will help you in fulfilling your customers needs in real time
▪ It will make your customers feel valued and important
A Eshopbox Wiki production. © All Rights Reserved at BoxBeat Technologies Pvt. Ltd.

5. 2
How to manage customers at
your Eshopbox site
A Eshopbox Wiki production. © All Rights Reserved at BoxBeat Technologies Pvt. Ltd.

6. How to manage customer at your Eshopbox site
Step 1:
▪ Log in to your eshopbox site admin panel with your login id and password
▪ Click on the Store Management tab
My account page
A Eshopbox Wiki production. © All Rights Reserved at BoxBeat Technologies Pvt. Ltd.

7. How to manage customer at your Eshopbox site
Step 2:
▪ Click on ‘Manage’ tab and select ‘Customers’ link from the drop down
menu
Manage tab
Customers link
A Eshopbox Wiki production. © All Rights Reserved at BoxBeat Technologies Pvt. Ltd.

8. How to manage customer at your Eshopbox site
Step 3:
▪ After clicking on ‘Customers’ link, you will be redirected to the customers
page displaying the lists of customers of your store
▪ Click on the ‘Action’ tab respective to the customer you want to manage
Customers page
Action tab
A Eshopbox Wiki production. © All Rights Reserved at BoxBeat Technologies Pvt. Ltd.

9. How to manage customer at your Eshopbox site
Step 4:
▪ You can manage customers at your store through 3 different options
▪ View Details
▪ Customer Note
▪ Start a Conversation
▪ After clicking on ‘Action’ tab, select any of the options from the drop down
Customers listing page
View Details
Customer
Note
Start a
Conversation
A Eshopbox Wiki production. © All Rights Reserved at BoxBeat Technologies Pvt. Ltd.

10. How to manage customer at your Eshopbox site
Step 5:
▪ By selecting the ‘View Details’ link, you will be able to view all the details
of the customer which you have selected
▪ This page will have details like ‘Item placed’, ‘Completed items’,
‘Cancelled items’, ‘Ordered gift certificates’, ‘Total money spent’
▪ Click on ‘Back to customer listings’ to go to main customer listings page
View Detail Page
Details of selected customer Back to customer listing page
Total money spent by this
customer
A Eshopbox Wiki production. © All Rights Reserved at BoxBeat Technologies Pvt. Ltd.

11. How to manage customer at your Eshopbox site
Step 6:
▪ On the main customer listing page, select ‘Customer note’ which will
direct you to the customer note page
▪ Create your note here and click on ‘Save’ button to store your note safely
▪ If you don’t want to save the note, click on ‘Cancel’ button
Create a Note
Page
Create note
Cancel button
Save button
Save button
A Eshopbox Wiki production. © All Rights Reserved at BoxBeat Technologies Pvt. Ltd.

12. How to manage customer at your Eshopbox site
Step 7:
▪ After clicking on ‘Save’ button, you will be redirected to the ‘Customer
Listing page’
▪ Click on ‘Start a conversation’ link to initiate conversation with your
customer, enter your message and click on ‘Send Message’
Start a Conversation Page
Enter your message here
A Eshopbox Wiki production. © All Rights Reserved at BoxBeat Technologies Pvt. Ltd.

13. Good to know
▪ While managing your customers at your store, please select the
appropriate customer
▪ While clicking on the action button, please check that you select the
customer first whom you want to manage
▪ While creating a note for your customer, remember that you save
important information which you want your customer to remember
A Eshopbox Wiki production. © All Rights Reserved at BoxBeat Technologies Pvt. Ltd.

14. For More Support
Wiki : A collection of illustrative presentations which will guide you in a
step by step manner to answer your store related queries.
Knowledgebase : A repository of detailed articles that provide you with in
depth information about running your store and understanding the process
involved.
Forum : An open community for Store owners to share and discuss
everything about Eshopbox. Get real and practical solutions to most of
your problems.
Blog : A rich source of Tips, Articles and Announcements that keep you
updated about the latest happening and techniques to enhance your art of
selling online.
Ask a question : Find simple answers to complex questions through our
experts. For any further assistance, mail us at support@eshopbox.com
A Eshopbox Wiki production. © All Rights Reserved at BoxBeat Technologies Pvt. Ltd.