Use the Profile Details tab
Agents can use the Profile Details tab to view a shopper's basic information and assist the shopper with profile-related tasks. The tab also provides access to order-related activities, for example placing or completing an order for this shopper.
- View and edit the shopper's first or last name. The email address cannot be edited by an agent.
- Reset the shopper's password.
Clicking Reset Password immediately sends a password reset link to the customer at the email address shown.
- Edit any available custom properties, both internal and
customer-facing.
Customer profile attributes can be edited at any time on the Customer Profile page. If a field is designated as required, a default value is supplied.
- Create a new order or complete an existing incomplete order.
If you have a single-site environment, the Complete Order link displays the number of items currently in the shopper’s cart as well as the order amount; for example, Complete Order - 2 items - $79.98.
If you have a multiple site environment, use the menu to select a site to perform actions specific to that site. You can start a new order for the site or select the link to show the details of the incomplete order.
- As an agent, launch the storefront and shop on behalf of the shopper.
Click the Launch Store as Customer button to open the storefront application as this shopper. For more information, see Understand shopping on behalf of the shopper.
- View current loyalty point details.
If your business uses loyalty points for your shoppers, the details for the loyalty program are listed, including the program ID/name, shopper membership number, category, and total loyalty points accrued.
For more information, see Work with Loyalty Programs.
- View and edit contact level custom properties.
Using the API, administrators can create contact level custom property fields that are displayed on the Customer Profile page. These properties can be viewed or edited by the agent or the delegated account administrators.