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 and End-to-End eCommerce plans 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 Shift4Sho...
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.
For example, you can crea...
* 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].
--------...
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...