Customers
Sending emails to customers
With Breadstack's email feature, you can send promotions, announcements, or incentives to your customers. Segment your customer list to find customers with shared characteristics, then use the emailer to reach out to them. Here are just a few ...
Filtering customer lists for insight
Segment your customer list according to customers' purchasing behaviour or demographic characteristics. This article is about filtering customer lists for business analysis. To learn how to look up individual customers for service purposes, see our ...
Exporting a customer list
You can easily export lists of customers from Breadstack as CSV files. Exporting a customer list 1. Visit Customers and set your filters as desired by clicking button Filter. 2. When you're finished applying filters, click Export as CSV (located at ...
Finding a specific customer in Breadstack
You may need to look up a customer without having all their information on hand. Breadstack's customer module lets you search your store's customer list using a number of different identifiers. To find a customer quickly, navigate to Customers > ...
Adding a new customer account
Breadstack automatically logs information about customers when they provide an email address (either in person at a physical store, or while creating an online store account). However, you can manually create a new account for a customer in the ...
Resetting a customer password
If your customer has an online account and forgot their password, you can reset it for them. Go to Customers and locate the customer's profile. Open the profile and click Reset Password in the top right corner of the screen, next to the lock icon. ...
Deleting a customer account
Note: The below process is only available for WooCommerce stores. If your store is on Cova or Greenline, you'll need to use those platforms to add or delete customers. To delete a customer, visit Customers and locate the customer account that you ...
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Creating and sharing custom reports
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Using the product performance filters
Breadstack's product performance module helps you identify products that are selling well, selling poorly, overstocked, or understocked. Use this information to make the most of successes and take action where needed - for example, by putting ...
Integrating a payment provider with Breadstack - Moneris or Payfirma/Merrco
Integrating a payment provider for each of your Breadstack stores ensures that when customers pay by credit card, the payments are routed correctly. Breadstack currently integrates with two payment providers: Payfirma/Merrco and Moneris. Please note ...
Matching Cova or Greenline product categories to your website menu
On your website, categories and subcategories help customers find their way to the products they're interested in. Categories are the highest level of organization and populate your navigation menu bar. Subcategories fall within categories, often as ...