In this section:
- Ordered Products
- Abandoned Orders
- Customer Groups
- Custom Fields
- Customer Segments
Once you've built your store, it's time to move on to customers and orders. The two things you will use most often after you have launched your store.
In the Orders section of your admin panel, you can see all your orders. The red box shows the number of unprocessed orders. For each received order you have information about its number, the customer, address, date of receipt of the order, type of delivery, the status of the order, and its total amount.
You have the option to filter and easily track the processing of orders. On the detailed page of each order, you have tools for editing, deleting, and adding products, discounts, shipping addresses, and other useful options.
See more about working with filters here.
Order management and processing are easy and fast. During processing, the status of each order automatically changes. See more about order statuses.
Detailed information on how to manage your orders can be found here. In addition, you can easily export a comma-separated value (CSV) spreadsheet of your orders from the Orders page of the admin panel of your CloudCart store. In this article, you can get more information on how to do it - Export Orders, Ordered products and Invoices.
In the next section, you see all the products that have been ordered by your customers. For each ordered product there is information on how many and in which orders exactly it participates. By analyzing the available database of your sales, you get extensive information about which are your most sought after and profitable products. There is also information about the quantity - number of products sold of the particular type. If you have suppliers, this last column shows the one who delivers the product at the lowest price.
The export button lets you export all of your ordered products as a CSV file. Read all about the ordered products in your CloudCart store here.
An abandoned order is any order in which the customer has added products to his cart, but for one reason or another has not completed this order. By tracking these customers and orders, you can take action to encourage the customer to complete his order. Once you enter the Abandoned Orders section, you will see basic information about each order: customer information, date last updated, products, quantity, etc.
We offer you a quick and easy way to remind your customers of this order by sending them a link to their abandoned orders. In the Settings > Cart & Checkout section, you can select the period after which the customer reminder for an abandoned order will be sent. This can be from 30 to 180 minutes. After the set time, CloudCart will send the first abandoned message to the customer. In the Marketing section > Omnichannel > Email templates are all the notifications that are sent to your customers. You can enable/disable some of them. From this section, you can edit the abandoned email template.
See more information about managing abandoned orders here.
The invoices section displays all the invoices that your store has issued. In the Settings > Invoicing section, you can choose whether to enable automatic billing. This means that invoices for your orders will be issued directly from your online store. You can turn off this option if you use other billing software. You can choose whether to automatically issue an invoice for each order, regardless of whether it is an individual or a company. In order for your store to issue invoices, you must have activated invoicing. See more here - Managing your Orders' Invoices.
In the Orders > Invoices section you can filter your invoices by date and export them. The information you have for each invoice is - invoice number, the order to which it was issued, the date, the total value of the invoice.
In case of a rejected order, the issued invoice to it is automatically canceled.
In the customers' section, you see all customers in your store. There is information about the names and email address of each customer, to which customer group he belongs (whether he is a guest, registered user, and which group he is part of), how many orders he has made, the total value he has generated so far, whether the customer is blocked. You can also activate or deactivate the account of each customer. Being able to monitor and maintain your customers provides you with not only details on how to improve their experience but also means to expand your store by targeting your products and sales.
Once a customer is registered, you can see their information and control it with the Tools button.
If you have enabled the option for mandatory email verification upon registration (Settings > Cart and Checkout), but for some reason the customer has not received an email with a verification link, he will not be able to place an order because his email is not confirmed. In this case, you can manually confirm his email or resend a confirmation email to customers whose emails have not been verified by logging in to their accounts from the admin panel, Customers section.
Customer groups are labels that you can add to a specific customer to better manage your marketing strategies. For example, you can have a group of VIP customers and send a marketing email based on the choice of customers who fit into that group. There are two default Customer groups - Guests and Default. All registered customers are in the Default group unless you have specified otherwise. See more information about adding customer groups here.
The Customer custom fields or just custom fields is a functionality in the Customer section that allows you to collect more data from your customers. For example, You can request gender, age, or other data that may be required information for your business.
Subsequently, the data collected can be used to segment audiences by different metrics. For example, you can make a targeting campaign for all female users between the ages of 20 and 45. See more information about adding custom fields here.
CloudCart provides the opportunity for Customer Segmentation. This option allows you to divide your customer groups and use a wide array of marketing tools for specific targeting of those groups.
For example, a segment of users placed an order exactly 2 days ago. Your message will be much more focused. You can start your communication through certain parameters, such as time. "Two days ago you placed your order in our store."
When you define the criteria for your segment, you will be able to use it for different purposes. For example, you will be able to send messages via Messenger or Viber directly from the administrative panel of your store. You will be able to use the obtained result for marketing, through external applications, and many others. You can use up to 4 criteria at a time to create a single segment.
See more information about Customer Segments here.
The reports section has complete information about your sales, ordered products, customers, and payments.
Customer reports show you all the information you need regarding your end-users. All reports contain important information and data about how your store is performing. Each report has the same panel structure divided by zones and control widgets which allow you to change the data you are analyzing and dive deep into certain specific numbers. Reports are created on-demand, meaning that each piece of information you are looking at has been collected at the moment you requested your report. See more information about Customer Reports here.
Payment reports allow you to track all payments related to your store's sales. You can create, save, and use filtering functions that immediately restrain what specific data sources and ranges you want your data to be displayed. Detailed info about payment reports can be found here.
Product reports allow you to track your inventory. You are able to filter by different criteria such as status, category, brand, period of time, etc. In addition to the name of the products, you see information about the units sold for each product, price, the total value of sales of each product. You can also view the report in tabular form. More information can be found here.
Sales reports allow you to track how your store is performing by analyzing your orders and how these are processed (shipping, payment, etc.). It is an important tracker that you should keep an eye on to monitor how your business is doing. More information here.