Viewing customer details
When reading an email in Gmail, the Conversant Commerce add-on will automatically show relevant customer and order information. If the email is associated with both an order and a customer, the add-on will display a card for each.
Click on the Shopify Customer card to see full customer details. If we cannot find any orders, but the email is associated with a customer, then the add-on shows the customer details automatically.
The customer details card includes:
- Email address
- Phone number (if any)
- Note (if any)
- Tags (if any)
- Address (if any)
- List of recent orders
The Edit button allows you to edit customer details directly within Gmail. The Open in Shopify button will open the customer whithin Shopify's admin UI.
You can also click on an order to see additional details for the order.
Also note that you can click on the More Actions menu to reveal a list of additional actions you can take on the customer.