Customers
Review and manage customer accounts.
Last updated
Was this helpful?
Tuplo Studio User Manual
Review and manage customer accounts.
Last updated
Was this helpful?
Customer Accounts allow online retailers to incentivize customers to return to their stores for future purchases. By signing up for an account on your store website, customers can save their billing and shipping information to simplify future orders.
Customer Accounts can also view past purchase history and opt into any newsletter or promotional benefits.
To guide customers through this process, follow either of these processes:
When on the website:
Click the sign-in button and choose Create an Account.
Enter the required details and click sign-up.
Follow the email confirmation steps.
Click Go to Sign In.
Enter credentials and click Log-In.
During Checkout:
Select the New Account tab.
Enter account details and click Create Account.
Follow the email confirmation steps.
Click Go to Sign In.
Enter credentials and click Log-In.
Once created, you can assist customers in managing their accounts using the Customer tab edit feature. However, for security purposes, customers must handle any email changes.
To do so:
Select the desired customer.
Click the Edit button.
You can set an activity status for customer accounts depending on account usage or customer request.
To do so, go to the Customer tab of the Navigator Window, then:
Select the customer.
Click the Edit button.
Select current status.
Press Return.
Customer notes offer a place to put any additional information related to the customer account.
To add notes:
Select a customer.
Click edit.
Enter note.
Click done.
Some customers may have a tax exemption status. You can apply this to customer accounts in several ways depending on your connected services.
To assign a tax-exempt code when using Tuplo Basic:
Request proof of the customer's tax exemption status.
Find their customer account in Tuplo Studio.
Click edit.
Activate the Tax Exempt checkbox.
Enter the customer's government-issued tax code and a name to help identify the exemption.
Click save.
Click done to finish editing the customer account.
Quick Tips!
Tuplo Basic offers a general approach to managing customer tax exemptions. When assigning tax exemptions this way, follow proper business practices. If you are unsure of a customer's exemption status, please contact a reputable tax authority or assistance.
An additional asset window becomes available, listing tax exemption codes when using Avalara tax services.
To apply tax codes when using Avalara tax services:
Find the desired customer account.
Click edit.
Activate the Tax Exempt checkbox.
Confirm that the customer has provided proof.
Select from the list of exemption statuses.
Click save.
Click done to finish making changes.
After customers successfully create an account, they can request a group account. Group accounts can be used for companies that make frequent purchases from your store, offer organizations the option to manage purchases and settings through multiple users, or allow family members to simply order together.
Quick Tips!
This feature holds vast potential for custom logic, so if you are interested in a tailored group account feature for your website, contact our support team today.
As mentioned, customers must register an account on your website before they can request a group account.
To do this:
The customer logs in to their account.
Navigate to the Group Account link in the dashboard footer.
Enter the requested information.
Click Submit to complete their application.
Then, the request is sent to you to perform your review process and provide approval or denial for the application.
After customers submit an application for a group account, a blue bell icon appears the next time you navigate to your Customers tab. This indicates that you have one or several group account applications awaiting review.
To review applications:
Click the blue bell icon to open the Application Review Window.
Review the information entered and apply standard practices to confirm the request's legitimacy.
Then either:
Click Approve if you deem the request to be legitimate.
Click Deny to reject the application.
Once the application is approved, the customer who submitted it will see a change in their dashboard the next time they log into their account. As they are the only user, the system automatically assigns them as the current Admin for the group account.
Admins can invite additional users to the group and give them admin privileges.
To do so:
Navigate to the Users section in their dashboard.
Click the InviterUsers+ button.
Enter the name and email of the invited user.
Indicate if they should receive admin permissions.
Click Add to send the invitation.
After the invited user accepts the invitation sent to their email, they will appear as a user entry in the table above.
Admins can remove a user from the group by performing the following steps.
Locate the desired user in the added user table.
Click the Remove button.
Confirm the action.
Any user added to the group can be assigned admin status. Multiple admins can be created as needed, but each group requires at least one.
To adjust the admin status for a user:
Locate the desired user from the added user table.
Click edit.
Activate or deactivate the admin checkbox.
Click Update to finish.
Guest Accounts occur when customers progress through a purchase without signing up for an account. Once the transaction is complete and they have received their products, guest accounts expire.
Quick Tips!
Incentivizing customers to create an account with you is a great way to increase repeat customers and develop marketing campaigns.
