1. Home
  2. Customers
  3. How to Keep Record of Channel Customers
  1. Home
  2. Apps : Marketplaces
  3. How to Keep Record of Channel Customers

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

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.


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


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


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


5. Delete Channel Customers

Step 1: Select customer > delete icon > yes, confirm


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

Was this article helpful?

Need Support?
Can’t find the answer you’re looking for? Don’t worry we’re here to help!
Contact Support