Customer Success Portal
            Knowledge Base Truvi Commerce Settings User Settings

            Create a Customer Account



            To provide your customers with access to truvi, create a new customer account by following the steps below:

            • Select Customers from the left side menu
            • Select the Customers option and then Manage
            • Click on the green Add New Customer button at the top right of the screen


            The following  display will be presented 
            1. Complete the email address, password and choose a customer type of "Customer"
            2. Ensure the status is Active
            3. Complete the remaining appropriate fields and select the green Create button
            4. Select the "Receive Marketing Notification" if you wish to add this customer to your customer groups, which are also sync'd to your mailchimp audience if selected.
            5. The username is created by the system but it can be edited once created. 



            Your new customer record has been created and you may navigate to the address tab, club tab, group membership tab or credit card tab to add additional information.  You may also select the green "create New" to create new orders, addresses, etc., from this view. 




            Updated: 10 Jul 2019 05:01 AM
            Helpful?  
            Help us to make this article better
            0 0