Manage Your Customers
Access customer data, order history and contact information.
Guide to Customer Management in WP Cost Estimation & Payment Forms Plugin
Learn how to efficiently manage customer accounts and information collected through your cost estimation forms.
Accessing Customer List
To access the list of customers, simply click the "Customers" button on the main toolbar of the plugin. This will open the customer list panel:
Customer List Panel
Customer List Overview
This table lists all customer accounts created automatically when orders were submitted through the forms. The system uses the email address to determine if a customer account already exists. To edit a customer's details, click the pencil icon corresponding to the customer's row.
Email Identification
The system uses email addresses as unique identifiers for customer accounts. When a new order is submitted, the system checks if the email already exists in the database.
Quick Edit
Each customer entry has an edit button that allows you to quickly access and modify their information. This is useful for updating contact details or correcting errors.
Customer Details Panel
The customer panel enables you to view and modify all the customer's information. It also displays all orders placed by the customer using any E&P form.
Customer Details View
Customer Information Management
Editable Information
The customer details panel allows you to edit various pieces of information about your customers:
Contact Information
- • Name and surname
- • Email address
- • Phone number
- • Company name
Address Information
- • Street address
- • City
- • State/Province
- • Postal code
- • Country
Customer Orders
The customer details panel also shows all orders placed by the customer across all forms. This gives you a complete view of the customer's history with your business.
Order History
View a complete list of all orders submitted by the customer, including order dates, statuses, and total amounts. You can click on any order to view its details.
GDPR Compliance
The customer management system is designed with GDPR compliance in mind, allowing customers to access and manage their own data.
When GDPR features are enabled in the global settings, customers can:
- •Access their personal data through a secure customer portal
- •Update their personal information
- •View their order history
- •Request deletion of their data (right to be forgotten)
Customer Account Access
To enable customer account access, make sure the "Customer account management" option is enabled in the Global Settings panel. This will allow customers to log in and manage their information.
Customer Data Management
- •Exporting Customer Data: You can export customer data for backup purposes or for use in other systems. This is useful for creating mailing lists or for data analysis.
- •Deleting Customer Data: You can delete customer accounts when they are no longer needed. This is important for compliance with data protection regulations.
- •Merging Customer Accounts: If a customer has multiple accounts (e.g., due to using different email addresses), you can merge these accounts to consolidate their order history.
- •Data Retention: Configure data retention policies in the Global Settings to automatically delete customer data after a specified period, in compliance with data protection regulations.
Customer Management Best Practices
- •Regularly review and update customer information to ensure it remains accurate and up-to-date.
- •Use the customer data to personalize communication and improve customer service.
- •Implement proper security measures to protect customer data, such as strong passwords and limited access to customer information.
- •Regularly back up customer data to prevent loss in case of system failures.
- •Be transparent with customers about how their data is used and stored, in compliance with privacy regulations.
Pro Tip: Use the customer management system not just for administrative purposes, but as a tool to build better relationships with your customers. Understanding their order history can help you provide more personalized service and targeted offers.