Commerce > Managing Customers

Episerver Commerce iconCustomers

The Customer Management system in Episerver Commerce is based on contacts and accounts. A contact is a website visitor who registers with an account on the front-end site. You can use organizations to manage your contacts in structures appropriate for your e-commerce business.

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Organizations

Create an organization hierarchy by creating parent-child relationships between organizations. For example, you can create a hierarchy of organizations such as Administration > EU Headquarters > EU Management.

You then may associate contactCommerce: An individual with personalized information (name, address, email, and so on), created when a user on the front-end registers to make a purchase. You also can manually create a contact account from the back-end, assign the contact to organizations or organization units, and assign permissions based on role.s with the appropriate level of the organization hierarchy. You can set permissions to determine which users can view organizations in the hierarchy.

The same principle applies for creating hierarchies for customer groups. For example, you could have a customers organization with sub-organizations of Gold, Silver, and Bronze levels of customer groups. You could then leverage those customer groups to display different prices for each of your valued customer groups. See Organizations.

Contacts

When a visitor registers on the front-end of the site (for example to make a purchase) a contact and accountCommerce: A user account that you create with a contact, to which you can assign roles and access privileges in Commerce Manager. An account is automatically created with "Everyone" and "Registered" permissions when a user registers from a public website that lets a customer log in before checkout. is automatically created. You can manage contacts within customer groups and organization customer groups, to which you can apply specific pricing and discountCommerce: A deduction applied to an online purchase, typically implemented as part of a marketing campaign. The discount might apply to items, shipping costs, total order amount and so on.s, and personalizationAdapt content to customized target groups for a more personalized website experience, such as displaying different content to first time and returning visitors. (See visitor groups.). See Contacts.

Anonymous shopping is allowed in a default implementation of Episerver Commerce. This means that customers are not required to create an account in order to purchase, and will not be available as contacts.

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Episerver User Guide 17-2 | Released: 2017-03-13 | © Episerver 2017 | Send feedback to us