How to Access the CRM
Log in to your Ecommerce dashboard.
Navigate to Customers > CRM.
You will land on the Profile List View, where all shopper records are displayed.
How to Use the CRM
Profile List View
The list displays shopper information within the CRM system. Each row includes:
Name: The full name of the shopper
Phone: The shopper's phone number
Email: The shopper's email address
Orders: The number of orders the shopper has made
Added: The date when the shopper was added to the system
Last Order: The date of the shopper's most recent order
Spend: The total amount of money the shopper has spent
Columns can be sorted alphabetically or by increasing/decreasing value.
Search Shopper Records
Use the search bar to find shopper profiles by:
Name
Phone
Email
This allows you to quickly locate a specific shopper record.
Apply Filters
Use filters to organize shopper profiles based on specific criteria:
Stores: Show profiles from specific stores
Spend: Show profiles of shoppers within a set spending threshold
Orders: Show profiles of shoppers based on amount of orders
Loyalty: Show profiles of shoppers based on their loyalty status
Filters help narrow down large shopper lists for targeted review.
Sort Columns
Columns in the list view can be sorted:
Alphabetically
By increasing value
By decreasing value
This makes it easier to analyze shopper activity and spending patterns.
Export Shopper List
To export your shopper data:
Use the Additional Options menu
Select the option to export the full list of profiles as a .CSV file
This allows you to download and analyze shopper data externally.
Add a New Shopper
To manually add a new shopper:
Click the plus (+) button.
The profile drawer will open.
Enter the shopper's information.
Save the profile.
This allows you to manually create a shopper record directly in the CRM.
Need Help?
If you need assistance, reach out to AIQ Support anytime via chat widget within your AIQ Dashboard.