How To Keep Record Of Channel Customers

1. Introduction
2. Enable Channel Customers Setting
3. View Channel Customers
4. Edit Channel Customers
5. Delete Channel Customers
6. Link With SiteGiant Customers Account
7. Additional Information

1. Introduction

Channel Customers allows you to keep a record of your customers’ information from Shopee and Lazada for future reference. This feature also allows you to link channel customer accounts with SiteGiant customer accounts to view the performance and transaction history together.

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2. Enable Channel Customers Setting

Step 1: Go to Apps > Marketplaces > Channel Customers.

Step 2: Turn on the Status > Save.

Step 3: Click [+] Channel > Authorized Channel > Settings > turn on Save Channel Customer Info > Save.

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3. View Channel Customers

Step 1: Go to Customers > Channel Customers to view customers’ information once the new orders are synced back from Shopee and Lazada.

Step 2: You may filter the channel customers by Contact No. and Source > Apply.

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4. Edit Channel Customers

Step 1: Click on the customer name to edit customer details.

Step 2: Click Edit to add information or change the customer profile and addresses.

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5. Delete Channel Customers

Step 1: Select customer > delete icon > Yes, Confirm.

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6. Link With SiteGiant Customers Account

Step 1: Go to Customers > click on customer name to view customer details.

Learn more about How To Add And Manage Customer Account

Step 2: Click 🔗Link to link SiteGiant customer account with channel customer account.

Step 3: Click to add the relevant channel customer > Save.

💡Tips: You may search the customer by specific numbers or keywords.

Step 4: After the account is linked, the new orders made by the customer from the webstore and marketplaces will be captured in the Purchase History and Order History.

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📝Additional Information

1. We would like to inform you that Shopee prioritizes the protection of user privacy through strong data protection measures. When utilizing the Customer Channel feature, please note that customer details will not be visible as they are securely hidden. For more information, you can refer to Shopee’s Customer Information Page by visiting the provided link.
https://seller.shopee.com.my/edu/article/15155