Customers & GDPR
Customers and the customer card
The customer register with one customer per email, the customer card with figures, notes and consent, and the customer's own order pages in the storefront.
The customer register has one customer per email address in the workspace.
Where: Customers.
Private storefronts and access groups are on Access groups and private storefronts. Export and erasure are on Export and erasure (GDPR).
The customer list
Customers lists everyone who has bought, signed up for the newsletter or been added with New customer.
- BunStack creates the customer at the first purchase. New purchases with the same email go to the same customer.
- A purchase, a newsletter signup and a record added by hand with the same email become the same customer. This applies whatever the storefront and whatever the upper or lower case.
- BunStack saves email addresses in lower case.
- The First storefront column shows the storefront the customer first came through. It controls nothing. The customer belongs to the whole workspace.
BunStack has merged older records with the same email into one. The merged record kept the orders, notes, access groups and the latest marketing choice, with date and source.
| Filter | Does |
|---|---|
| The search field | Searches by email, name or phone |
| The storefront menu | Shows customers whose First storefront is the storefront |
| Marketing opt-in only | Shows customers with consent to marketing |
The line above the list counts the loaded customers: how many, how many with opt-in and how many without a phone. The list loads the 500 latest. At the cap a line reads Only the first 500 customers are loaded and exported. Narrow the search to reach the rest.
Export CSV downloads the loaded rows, at most 500. With a filter set the button reads Export filtered CSV. The columns are on Reports.
Add a customer
- Press New customer.
- Fill in Email. First name, Last name and Phone are optional.
- Choose a storefront under First storefront (optional) if you want.
- Press Create customer.
If the email address already exists, BunStack refuses the record. You cannot set marketing consent here.
The customer card
The top shows the name, the email with a copy button, phone, town and the date the customer was added. VIP appears beside the name when the customer has 10 paid orders. OPT-IN appears there when the customer has consented to marketing. Email opens your email program.
| Card | Content |
|---|---|
| Order history | The customer's orders with date, amount and status. A row opens the order |
| Unlinked orders | Orders with the customer's email that are not linked to the record. The figures do not count them |
| Notes | Internal log with time |
| Customer info | Email, phone, address, town, First storefront and consent |
| Access groups | The groups the customer is in, see Access groups |
| Privacy (GDPR) | Export and erasure, see Export and erasure (GDPR) |
Edit makes first name, last name and phone editable. A field saves when you leave it. If it fails, the error shows in the card. A purchase also updates name and phone. A field the customer leaves empty in the checkout does not clear what is there. The delivery address is on each order.
The figures
| Figure | Counts |
|---|---|
| Lifetime net | Paid, delivered and refunded orders less what was refunded, in the base currency. The line below shows the refunded amount |
| Avg. order | Lifetime net divided by the number of paid orders |
| Orders | Every order linked to the record. The line below shows settled and refunded |
The money figures leave out pending and cancelled orders. An order in another currency counts with the base-currency amount from the purchase. If that is missing, the figures leave the order out. A red line under them then reads, for example, 1 order is in another currency with no SEK amount stored and is not in these totals. If the orders cannot be read, the figures show "—" and the order history has Try again.
Notes
- Write in the field under Notes.
- Press Post note, or ⌘/Ctrl + Enter.
A note may be at most 4,000 characters. The pin keeps it at the top. Everyone in the workspace reads the notes. Editor and up write, edit and pin. Only an admin deletes, after confirming Delete this note?
Note: The storefront never shows notes. They are part of the GDPR export the customer can request.
Marketing consent
The customer gives consent in the storefront's newsletter form or in the checkout. The card shows date and source. In the admin you can only remove consent:
- On the card: press Edit, then Turn off marketing opt-in.
- In the list: point at OPT-IN so that it reads Withdraw…, and press.
Both ask you to confirm. Only the customer can give consent again.
The customer's order page
The customer has no account in the storefront. The customer opens an order in two ways:
- The link in an order email.
- Spåra din order (Track your order) in the storefront, under
/orders, with order number and email.
The link in the order emails contains a key that opens the order without asking for the email. The storefront moves the key into the bs_order cookie and removes it from the address. The key then does not show in the address bar, the history or analytics tools. The cookie covers that order's pages, the order and its return and withdrawal pages, for 1 hour after the last visit. After that the order page asks for the email. The link in the email still opens the order without asking.
After a purchase with Kustom the confirmation page sets the same cookie. The return and withdrawal buttons there open without asking for the email.