Collect Customer's Data Details

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To optimize customer relationship management, you can customize information to acquire when customers register as member and checkout

 

 

A.Preset fields

Go to "Settings" > "Customer Settings" 

Preset Fields (Available in both languages) include Gender and Birthday. Merchants can add up to 5 custom fields to collect customer details

  • Checkout Form: Customers checkout page
  • Signup Form: When the customer click on "Menu" and sign up as member
  • User Profile: Signed in customer can view the "Profile" page under "Menu"
  • "Include?" checkbox: Fields would be displayed on the respective page
  • "Required?" checkbox: Customers have to fill in the box, otherwise cannot proceed to next page

 

This is the page where merchants can edit customer information to collect:

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B. Custom Fields

For custom fields, Chinese and English versions have to be configured separately.

Merchants can click "Add" button to add a new custom field, and fill in "Field Name" and "Field Hint". "Include?" and "Required?" options are also adjustable for each custom fields

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Customers will be able to view the following: 

Field Name: Phone Model no.

Field Hint: iPhone 6/Samsung Galaxy S6

  

Remarks: Removing custom fields in-use would permanently delete all collected customer data and it cannot be retrieved anymore. However, amending/changing "Field Name" or "Field Hint" will not affect the existing information.

 

 

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