HomeWooCommerce CRMConfiguration

Configuration

You can view the configuration of the Customer Relationship Manager at any time by going to WOO CRM > Settings from the left hand WordPress menu. You will only see this if you are logged in as either Shop Manager or Administrator.

General Options

These options affect general settings for the CRM. If you follow the setup wizard, you will notice some of these settings have already been configured.

general-options1
General options

 

Username

Select how you want the username to be generated when adding customers through the CRM. For example, when entering a customer in the CRM, the required field is email address and then you can enter the rest of the relevant fields. Let’s say the users enter John and Smith as the first and last name respectively and john@smith.com for the email address, the CRM will then create the username as follows:

  • First & last name e.g. johnsmith – the generated username will be johnsmith
  • Hyphen separated e.g. john-smith – the generated username will be john-smith
  • Email address – the generated username will be john@smith.com
Filters

Select what filters you want to appear on the customers page. You can select out of a few including:

  • User Roles – displays drop down with all the available user roles.
  • Last Order – displays drop down with the month and years of orders.
  • State – displays drop down with a list of the state of orders.
  • Country – displays drop down with a list of the country of orders.
  • City – display drop down with a list of the city of orders.
  • Customer Name – displays drop down with a search function for customers in the customers table.
  • Products  – displays drop down with a search function for products that have been purchased by customers in the customer table.
  • Product Variations  – displays drop down with a search function for variations of products that have been purchased by customers in the customer table.
  • Order Status – displays drop down with a list of status of orders.
  • Customer Status – displays drop down with a list of customer statuses.
  • Product Categories – displays drop down with a list of product categories of products that have been purchased by customers in the customer table.
Value

This field will dictate how the figures are shown inside the Customers table. The default option here is ‘Completed’. This will mean that the information in the Value column which contains total value spent and number of orders will consist of and include only orders that are completed.

Example

Rebecca Mendoza has placed 3 orders:

rebecca-orders
Rebecca orders

 

The three orders consist of one processing, one completed and one cancelled. The backend settings found under WOO CRM > Value is set to include Processing and Completed:

rebecca-settings

Value settings

 

It is unusual to take into consideration cancelled orders when assessing the customers total expenditure at your store, therefore in this example, the cancelled status has been excluded from the Value field. This gives you the following result when viewing Rebecca’s values:

 

rebecca-value
Rebecca value

 

Notice that the total of the value column is £376.65 which is:

  • £117.49 from the processing order.
  • £259.16 from the completed order.

As well as the populating the total spent, the plugin will also populate the number of orders of the status set under Value, which in this example is 2.

This value is also shown in the customers profile page, along with a number count as well:

rebecca-view

Rebecca view
Automatic Emails

Enable this if you want an automatic email notification sent to the customer when adding them manually through the Customer Relationship Manager. The email will include their username and a generated password.

Fetch Customers

These options affect how the customers are fetched in the CRM. If you follow the setup wizard, you will notice some of these settings have already been configured.

User Roles

Select what user roles are included in the customers table. By default, the Customers role is selected. Note: if you do not see your username, that is most likely because your user role is Administrator, regardless if you have made test purchases. To have your name appear, you can include the Administrator user role to be included in the table.

Guest Customers

Enable this if you would like to include guest customers. There are limitations on what you can and cannot do with a guest customer. This will be explained in further detail later in this documentation.

Unique Identifier

Select the unique ID for the customer, for example, which field out of the customer should be unique.

Customer Name Format

Select how you want your customers name to appear on the customers table. You can choose out of ‘First Name Last Name’ or ‘Last Name, First Name’. For example; John Doe or Doe, John. See screenshot below for example of this.

name-format

Name format

Default Status

These settings affect the customer status and how it is set based on the channel the customer has come from. You can see the table below which explains what their customer status will be based on where or how they’ve come into the Customers table:

Integration

Advanced Custom Fields

Our plugin can integrate with the free version of the Advanced Custom Fields which can be downloaded from here. It can also be downloaded directly through Plugins > Add New and then search for Advanced Custom Fields.

You can find all the information you need to install, setup and use Advanced Custom Fields on their website here. It is important you have a custom field group already created before following this tutorial. If you do not know how to create a field group, please click here to read on their tutorial on this.

Location

The location box allows you to create a set of rules which decide when and where to add these fields to the edit screen / post object. Go to your Field Group > Location. You will want this field group to appear only on the Customers Details page therefore you will want this configured like this:

customer-ruleACF location rule

 

Currently, our plugin only supports integration with the free version of Advanced Custom Fields. Integration for the Pro version is still under development as the logic is different.

 

WooCommerce Subscriptions

When WooCommerce Subscriptions is activated, you can display a column in the Customers table which indicates whether the customer is an active subscriber or not. Simply go to WOO CRM > Settings > General > Subscribers, and go check the following box: –

subscribers-option
WooCommerce Subscriptions option

 

Once you’ve checked this box, click on ‘Save changes’ at the bottom of the page. Go to the Customers table, you should now see which customers is an active subscriber: –

subscribed-column
Subscribed column

 

You will need to have the latest and a valid copy of WooCommerce Subscriptions for this feature to work. You can buy the plugin from here.

 

Questions & Feedback

Have a question before you buy? Have some feedback for us on this documentation? Have a great idea to add to this plugin? Please let us know so we can make the improvements and answer your queries. Click here to contact us through our contact form.

Was this article helpful to you? Yes No