Information about your customers - Revision history

Shawn: /* Adding Credit to a Customer Account */

2022-12-01T22:33:02Z

Adding Credit to a Customer Account

2022-12-01T22:17:38Z

Adding Credit to a Customer Account

2022-12-01T22:17:16Z

Adding Credit to a Customer Account

2021-07-27T02:10:10Z

Adding Credit to a Customer Account

2021-07-27T02:08:31Z

Sending individual account invitations

2019-10-27T22:41:05Z

Adding Credit to a Customer Account

2015-06-21T23:46:29Z

Customer Tags

2015-03-25T22:05:55Z

Sending account invitations in bulk

2015-03-25T22:05:05Z

Sending individual account invitations

2015-03-18T03:56:14Z

Sending individual account invitations

@@ Line 173: / Line 173: @@
 # From your store's admin, click ''Customers'' to go to your ''Customers'' page.
-# Click the name of the customer you're targeting
+# Click the name of the customer you want to add a credit to.
 # When the customer's information page opens, click 'on the "add a credit" button. <span style="color: red">Note: This button will only appear for customers who have an account that has been activated.  The customer account should be "Active".  You cannot add a credit to a "Guest" account.</span>
 # In the dialog, simply add the amount of the credit to add, write something to document the reason for adding the credit and optionally tick the box to send a notification to the customer. Click the "Add Credit" button to save the updates.

@@ Line 174: / Line 174: @@
 # From your store's admin, click ''Customers'' to go to your ''Customers'' page.
 # Click the name of the customer you're targeting
-# When the customer's information page opens, click 'on the "add a credit" button. <span style="color: red">Note: This button will only appear for customers who have an account that has been activated.  THe customer account should be "Active".  You cannot add a credit to a "Guest" account.</span>
+# When the customer's information page opens, click 'on the "add a credit" button. <span style="color: red">Note: This button will only appear for customers who have an account that has been activated.  The customer account should be "Active".  You cannot add a credit to a "Guest" account.</span>
 # In the dialog, simply add the amount of the credit to add, write something to document the reason for adding the credit and optionally tick the box to send a notification to the customer. Click the "Add Credit" button to save the updates.

@@ Line 174: / Line 174: @@
 # From your store's admin, click ''Customers'' to go to your ''Customers'' page.
 # Click the name of the customer you're targeting
-# When the customer's information page opens, click 'on the "add a credit" button. <span style="color: red">Note: This button will only appear for customers who have an account that has been activated</span>.
+# When the customer's information page opens, click 'on the "add a credit" button. <span style="color: red">Note: This button will only appear for customers who have an account that has been activated.  THe customer account should be "Active".  You cannot add a credit to a "Guest" account.</span>
 # In the dialog, simply add the amount of the credit to add, write something to document the reason for adding the credit and optionally tick the box to send a notification to the customer. Click the "Add Credit" button to save the updates.

@@ Line 172: / Line 172: @@
 You can add a credit to a customer's account. Typically you would do this in the case where a product was returned, or you have offered the customer a store credit to compensate them for some sort of problem with their purchase.
-Click on the "add a credit" button when viewing the customer's record to add the credit. <span style="color: red">Note: This button will only appear for customers who have an account that has been activated</span>.
+# From your store's admin, click ''Customers'' to go to your ''Customers'' page.
+# Click the name of the customer you're targeting
-In the dialog, simply add the amount of the credit to add, write something to document the reason for adding the credit and optionally tick the box to send a notification to the customer. Click the "Add Credit" button to save the updates.
+# When the customer's information page opens, click 'on the "add a credit" button. <span style="color: red">Note: This button will only appear for customers who have an account that has been activated</span>.
 If you need to make an adjustment to the customer's credit, then you can also add negative amounts if necessary.

@@ Line 142: / Line 142: @@
 To send an account invite to a single customer:
-# From your store's Toolbox, click ''Customers'' to go to your ''Customers'' page.
+# From your store's admin, click ''Customers'' to go to your ''Customers'' page.
 # Click the name of the customer you're targeting
 # When the customer's information page opens, click ''Send invitation''.

@@ Line 95: / Line 95: @@
 Tags may also be used in combination, so you would be able to create a customer group consisting customers who are both ''family'' and ''friend'', assuming that there are some members of your family that you don't like!
-Customer tags can also be used for reporting purposes, to allow you to find particular groups of customers easily. For example, you might want to find all your wholesalers who have purchased over $1,000 worth of goods in the last month. Tagging all your wholesalers with the tag ''wholesaler'' will enable you to do this.
+Customer tags can also be used for reporting purposes, to allow you to find particular groups of customers easily. For example, you might want to find all your wholesalers who have purchased over $1,000 worth of goods in the last month. Tagging all your wholesalers with the tag ''wholesale'' will enable you to do this.
 ''Note: The ability to create discounts based on customer groups will be available if your current theme includes support for customer accounts.''

@@ Line 153: / Line 153: @@
 # Check the boxes next to the name of every customer you want to invite (or click the box next to Name to select them all.)
 # In the Bulk actions drop-down, click Invite selected customers.
-# An account activation email is sent to each selected customer. The content of the email is based on your existing template.
+# An account activation email is sent to each selected customer. The link in the email expires after 24 hours, so if the customer contacts you because they received the error "Password Token Expired", just re-send the invitation.
 ===Disabling a customer's account===