Customer records
Create a profile, read its history, and handle a company record.Create a customer
The fields, and attaching a customer to an order as order customer or billing contact.
Business customers
Company records, tax IDs, and who pays when the company is not who collects.
Import customers
The CSV columns, and why import only ever creates.
Read a customer's history
What they have had, and how it came back.
Customers cannot sign in to the storefront to manage their own orders. Every change goes through your counter or a checkout link you send them.
Data you collect
Decide what the checkout asks for, and where the answers land.Collect data at checkout
Which questions belong where, and where each answer lands.
Verify customer identity
Identity documents, and the retention decision to make first.
Segmentation
Group customers, and get a segment out to the tool that will use it.Segment customers
Tags for membership, attributes for facts, and saved views.
Export customers
Getting a consented segment into your email tool.
Privacy
Answer an access or erasure request, and know what survives one.Handle a data request
Access and erasure requests, and what stays on the financial record.