Customers

Customers in your Eekaam admin lists everyone who has bought from you or has an account, with their email subscription status, location, number of orders and amount spent. Search finds customers by name, email or phone.

Where customer records come from

You rarely need to add customers by hand. A record is created when:

• a shopper checks out on your storefront
• you create an order for someone new with Orders → Create order
• a shopper registers an account on your storefront
• you press Add customer, or import a CSV

At checkout, Eekaam looks for an existing customer with the same phone number, or the same email if no phone was given. Repeat buyers therefore build up one history instead of creating duplicates.

What a profile holds

Open a customer to see their profile.

Section	What it shows
Amount spent, Orders	Lifetime totals across all their orders
Customer since	How long ago the record was created
RFM group	A quick read on how engaged they are (below)
Orders	Their recent orders, with View all orders to see the full list
Contact information	Name, email and phone
Default address	Their saved default address, or the shipping address from their latest order
Marketing subscriptions	Whether they accept email marketing
Tags	Your own labels, such as vip or wholesale
Notes	A private note about the customer
Timeline	Comments your staff have left

Amount spent adds up every order linked to the customer, including unpaid and cancelled ones.

RFM group is worked out from their orders:

Group	Rule
Prospects	No orders yet
Active	Ordered in the last 90 days, fewer than 3 orders
Loyal	Ordered in the last 90 days, 3 or more orders
At risk	Last order more than 90 days ago

Organising customers

Tags are the way to group customers. Eekaam has no separate customer groups or segments. Add tags from the customer's profile, then use them to spot your wholesale buyers or VIPs at a glance.

Adding and editing

Add customer needs a first name and an email. Last name, phone and Email marketing are optional. Each email can belong to only one customer in your store.

To change details or marketing consent later, open the customer and use More actions → Edit customer.

Marketing consent

The Email marketing setting records whether a customer has agreed to receive marketing emails. It is off unless something turns it on:

• you switch it on when adding or editing the customer
• they tick the marketing box at checkout (turn that box on under Settings → Checkout)
• an import sets Accepts Email Marketing to yes

The checkout box only sets consent when checkout creates a new customer. If a returning customer ticks it, their existing record doesn't change, so update it by hand if they ask.

Only email customers who have opted in. Order emails, like confirmations and shipping updates, are sent either way. Marketing is not.

Customer accounts on your storefront

Shoppers can create an account at /account/register on your store, sign in at /account/login, and view their account at /account. Signed in, they can see their orders and manage saved addresses. How those pages look depends on your theme.

A shopper who checked out as a guest already has a customer record, but no password. Signing in tells them to set a password first, and registering with the same email says it is already registered. There is no way for them to set one from the storefront, so to get an account they need to register with an email they haven't used at checkout.

Deleting a customer

More actions → Delete customer removes the customer and their saved details. This can't be undone. Their past orders stay in Orders.

Import and export

Customers → Export downloads everyone as a CSV. The Import button takes a CSV in the same format, up to 10,000 rows and 10 MB. It matches customers by email: existing customers are updated, and new emails become new customers. Download sample CSV in the import dialog gives you a template.

Column details are in Exporting your data.

Who can do what

Viewing and exporting customers needs View customers. Adding or importing needs Create customers, editing needs Edit customers, and deleting needs Delete customers. See Staff and permissions.