Manage Your Customer Contacts: A Complete Guide to Tracking Orders and Customer Data

Manage Your Customer Contacts: A Complete Guide to Tracking Orders and Customer Data

By Michael Turner

December 26, 2024 at 03:42 PM

Customer contacts are created automatically after checkout and can be managed in the Contacts panel. Under Lists & Segments, view customer information including order history, email addresses, and spending patterns.

Key Features:

  • Sort customers by orders, spending, and other metrics
  • Add tags and notes for organization
  • View detailed customer profiles and contact information
  • Track customer spending and order history

Customer Accounts:

  • Enable accounts for faster checkout
  • Customers can save payment methods and shipping addresses
  • Secure storage of shopping carts and order information
  • Account holders are marked in the Customers panel

Finding and Viewing Customers:

  1. Open Lists & Segments panel
  2. Click Customers
  3. Sort by name, email, or order date
  4. Filter by spending amount or other criteria
  5. Search by name or email
  6. Click customer for detailed profile

Customer Details Include:

  • Name and email
  • Total spent
  • Last order date
  • Average order value
  • Order count
  • Shipping address
  • Saved addresses and payment methods (for account holders)

Managing Customer Information:

  • Add searchable tags (up to 250 unique tags)
  • Create internal notes for customer specifics
  • View order summaries and subscription history
  • Export customer data as .csv file

Squarespace orders page

Squarespace orders page

Important Notes:

  • Manual customer creation not available
  • Abandoned checkouts not included
  • Duplicate contacts may exist if customers use different emails
  • Shipping addresses only show for physical product orders
  • Feature available on current Commerce Basic, Advanced, Professional, and Premium plans

Customer Export Data Includes:

  • Account details
  • Contact information
  • Order statistics
  • Shipping/Billing information
  • Tags and customer history

Related Articles

Previous Articles