Knowledgebase : Customers
Your store customer passwords can be reset in either of two ways: * As merchant, you can manually change a user's password via the Shift4Shop Online Store Manger * Your customer can also change the password themselves, by using the "Forgot Pass...
Merchants on Shift4Shop Enterprise plan can set _customer specific_ pricing lists to further expand their pricing strategies. The following steps will show you how to use the Price List Module * Log into your Shift4Shop Online Store Manager *...
Freshdesk by Freshworks is a cloud-based helpdesk software which streamlines customer conversations across channels like email, social media, phone and chat. The following steps will let you integrate Freshdesk onto your Shift4Shop store allowing you...
Merchants needing to set up their stores to adhere to Data Privacy Regulations (such as GDPR and CCPA) can use Shift4Shop's Data Privacy Toolkit to facilitate the process. The Data Privacy Toolkit offers the following functions for merchants to add...
If you would like to see a list of customer records that have no orders associated with them, you can perform a special export of your customers using the following steps: * Log into your Shift4Shop Online Store Manager * Using the left hand na...
How can I adhere to GDPR requests on my Shift4Shop store? As part of the Global Data Protection Regulations (GDPR) compliance, there will be times when you will be required to delete EU customers' data (upon their request). The following informat...
How Do I comply with the EU Global Data Protection Regulation (GDPR)? As a Shift4Shop merchant, you will need to make sure your store is compliant with the European Union's Global Data Protection Regulation enforced by the European Union Parliament...
As a service, Shift4Shop is compliant with the EU General Data Protection Regulation (GDPR) enforced by the European Union Parliament as of 25 May, 2018. In addition, we are prepared to address any requests made by our customers related to their ex...
Beginning with version 7.2.2 of the Shift4Shop platform, your store's CRM functionality can now be set up with Saved Replies which can be used when replying to the CRM tickets. This can be useful when replying to multiple tickets that contain essenti...
Beginning with version 7.2.2 of the Shift4Shop platform, your store's CRM functionality can now accept image and document file uploads from your customers and visitors. As merchant, you and your staff can also upload files to the customer while proce...
When exporting CSV data from your store, you may sometimes notice that large numbers are converted into scientific or exponential numbers in the cells of your spreadhseet program. For example, when exporting the customer records CSV file, and a cus...
CONTENTS * INTRODUCTION * ENABLE CRM * CRM SETTINGS * CUSTOMER INITIATED CRM * PROCESS CRM * VIEWING THE TICKET * CLOSE CRM * MERCHANT INITIATED CRM ------------------------- Introduction Back to top The CRM (Customer Relati...
------------------------- USING CUSTOMER GROUPS & PRICE LEVELS WITH SHIFT4SHOP Shift4Shop's Price Levels allow you to configure your products with different prices which are then applicable to individual CUSTOMER GROUPS [https://support.3dcart.com/...
* ADD CUSTOMERS * CREATE CUSTOMER GROUPS * ADD CUSTOMERS TO A CUSTOMER GROUP * CREATE A MAILING LIST CUSTOMER GROUP * CREATE A MAILING LIST With Shift4Shop, you can add, edit, and delete customer information. You are also able to setup m...
This article will give you a step-by-step process on how to import your customer information. ------------------------- IMPORT CUSTOMERS To import customer information you will first need a copy of the appropriate sample CSV file: While logged i...
Shift4Shop has a feature that allows you to create specific CHECKOUT QUESTIONS [https://support.3dcart.com/Knowledgebase/Article/View/403] that can be answered by your shoppers during the checkout process. One of the more common uses of this function...
If you are using the CUSTOMER GROUPS [https://support.3dcart.com/Knowledgebase/Article/View/197] function of the store, you have the option to allow registration to groups that you create. As an example, you can create a customer group for WHOLESALE ...
Yes! With Shift4Shop, you can specify checkout questions which will only be asked to customers belonging to individual customer pricing groups. TIP Click HERE [HTTPS://SUPPORT.3DCART.COM/KNOWLEDGEBASE/ARTICLE/VIEW/403] for the full details on crea...
Yes! When viewing a customer record, there are three additional fields that can be used to store specific customer information. Typically, this is information you (or your staff) enter after the account is created and you've had dealings with the c...
As described in the main documentation, Shift4Shop's built-in AFFILIATE PROGRAM [https://support.3dcart.com/Knowledgebase/Article/View/416] will track users and their orders when they arrive to your store via an affiliate member's link. Merchants usi...
In the Export/Import section of your customer menu, you can generate CSV format files of your customer information. Similar to the Product and Order CSV exports, these files can be edited and imported back to your store as needed. ------------------...
This will be a brief explanation of Shift4Shop's built-in Affiliate Tracking Program. For more in-depth coverage and information regarding the Affiliate program, please click HERE [HTTPS://SUPPORT.3DCART.COM/KNOWLEDGEBASE/ARTICLE/VIEW/416]. --------...
With Shift4Shop's Shopping Cart Software [https://www.3dcart.com/] Wish List feature, your customers can browse through your store and add items to their account's profile. The Wish List function itself serves as a way for your customers to select an...
Your Shift4Shop store allows you to give your customers the option of creating a gift registry. A gift registry allows the customer to create a registry of products for their family and friends to view. Once a customer has registered, their friends c...
Your Shift4Shop store also comes equipped with a built-in Customer Relationship Manager (CRM) module that can be enabled to allow your customers to communicate with you. With the CRM feature, your customers can email you specific questions regarding ...
Shift4Shop allows you to create different pricing levels and customer groups for your store. This is a method by which you can offer a different pricing structure to your customers based on which customer group they belong to. A common example of cus...
Your Shift4Shop interface also allows you to keep an active log of your customer base. This can be useful for maintaining working relationships with your customers, tracking their purchase histories, and basic management of your customers and their d...
As a Store Owner, you may have a need to password protect your store (or products) to limit access to only users who are logged in. Fortunately your Shift4Shop store has a few different ways of doing this depending on your specific need. Here we will...
Your Shift4Shop store comes with a NEWSLETTER FUNCTION [https://support.3dcart.com/Knowledgebase/Article/View/385] that allows you to send marketing emails to your store's subscribers directly from the Online Store Manager. To subscribe to your maili...
Shift4Shop will automatically compile statistics of each customer that shops on your store. These statistics can be viewed in the individual Customer profiles contained in your store. ------------------------- NOTE To view Customer and Product sta...
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