Customers

Changing a Customer's Name or Address
Go to Customers From the merchant portal, choose Customers from the navigation menu. Find the Appropriate Customer Either scroll through the list o...
Mon, 14 Sep, 2020 at 5:31 PM
Customer Address Changes on Storefronts
Access the Log In Page The customer will navigate to the log in page for your site (which can typically be found on the main landing page for your store, ...
Thu, 24 Sep, 2020 at 11:30 AM
Customer Export
Here, you'll find the record for all information about your existing and previous customers. The number corresponds to what column # has that informati...
Mon, 1 Apr, 2019 at 6:46 PM
Customer Subscription Management
There are a few easy steps, and luckily your customer can do it all on their own. Note: If you want to make this change for your customer, follow this gui...
Mon, 1 Apr, 2019 at 6:46 PM
Editing a Customer's Phone Number
If you collect phone numbers from your customers, and need to make a change to one, follow these steps: Navigate to the customer's Customer det...
Mon, 1 Apr, 2019 at 6:46 PM
Failed Renewals
Failed Renewals When a subscription gets to the end of its term and is set to renew, our system will automatically re-bill the customer, charge their card...
Mon, 1 Apr, 2019 at 6:46 PM
Finding a Customer's Renewal Date
This guide will walk you through on how to find a customer's renewal date. Find the Appropriate Customer Use the Search entry field to find the...
Mon, 1 Apr, 2019 at 6:46 PM
Finding Marketplace Customers
There are two ways to identify which customers are attributed to the marketplace. The first is the checkmark next to the customer name. This checkmark can...
Mon, 1 Apr, 2019 at 6:46 PM
Issuing a Refund to a Customer
Please note, to ensure both your Cratejoy and payment processor transaction fees are properly refunded, you must issue the refund within your Cratejoy Merch...
Mon, 1 Apr, 2019 at 6:46 PM
Logging in as a Customer
Sometimes it's helpful to login as a customer to help them update their information. It's super easy to accomplish this! First step is to login ...
Mon, 1 Apr, 2019 at 6:46 PM