What is the 'Customers' tool?
The Customers plugin is a tool available to account owners who use plugins like the Store or Bookings. It gathers and organizes important customer information in one place, allowing you to easily keep track of anyone who has interacted with your website.
The plugin automatically collects data from customers who:
- Place an order through the store.
- Book a service via the bookings plugin.
- Submit a form on your website.
This information typically includes names, email addresses, and other contact details. It can be very useful for managing customer relationships, whether it's for tracking their orders or bookings, sending notifications or promotions, or even building a mailing list for future marketing efforts.
The plugin allows you to filter customer data based on the source. For example, you can view only customers who booked a service or those who have consented to receive marketing communications. This makes it easier to target specific groups when managing your customer base.
Additionally, the 'Customers' tool offers several important features:
- Export customer lists: You can export filtered lists of customers directly to your computer for further use or analysis.
- Anonymize customer information: If a customer requests to have their data anonymized, the plugin allows you to comply by removing personally identifiable information.
These features make it easier to manage your customer data in a compliant and efficient way.