Customer management

This section provides a complete guide to managing customer data within Genstore. You'll learn how to handle customer accounts, data, marketing subscriptions, tax exemptions, tags, account merging, deletion, and how to erase personal data.

Topics of this chapter

• Customer accounts: This section defines customer accounts, explains account statuses, and covers customer invitations. It gives you a full overview of customer account management.
• Add/Edit customers: Here, you'll find step-by-step instructions on how to add or update customer information on Genstore, ensuring your customer records stay accurate and up-to-date.
• Delete customers: Learn when and how to delete customer data securely, in compliance with your business policies.
• Import/Export customers: This section covers how to bulk import or export customer data, essential for tasks like data migration and backup.
• Merge customers: Find out how to merge customer accounts to clean up duplicate data and streamline your customer management process.
• Delete customer personal data: In accordance with privacy regulations, this guide explains how to permanently delete customer personal data from your system.
• Manage customer marketing subscriptions: Learn how to manage customer subscriptions to email and SMS marketing, including how to subscribe, unsubscribe, and track their status.
• Set customer tax exemption: This section shows you how to set up tax-exempt status for certain customers, either globally or for specific regions.
• Manage customer tags: Understand how to apply and manage customer tags, helping you group and identify customers based on specific criteria.