Customers in 2.0 – Local Line Knowledge Base

Unregistered - Customers that have not completed registration on your storefront. This includes customers that you add in your back office and those that use guest checkout.

Active - Customers that have registered on your storefront.

Use the search and filters on the Customers table to easily navigate them. You can search by customer first or last name or their company name (if applicable).

Add customers in 2.0

Users migrated from 1.0

If you have a 1.0 account, your customers are automatically migrated to your 2.0 account. But, there are new fields in 2.0 that you might want to make use of. See Add customer tags and notes in 2.0 for more details.

New Local Line users

You can add your customers individually or bulk import them from a file.

If you want to send an invitation to a customer, add the customer individually.

When the bulk import method is used customer tags and notes are not added automatically. You can add these details by editing a customer record after import.

Add a customer in 2.0

Go to the Customers page.
Click + Add customer.
In the Customer info section:
1. Enter First/Last name.
2. Enter Company.
3. Enter Phone.
4. [Required] Enter Email.
5. Enter Address.
In the Back office details section you can add tags and notes that help you keep your customers organized. Only you see these tags and notes.
1. Add Customer tags - Start typing the tag name in the Customer tags box then click Create “tag name” to save the tag.
2. Add Notes.
In the Price lists section, click the box next to each price list the customer is a member of.
In the Preferences section:
1. Check the box to send an invitation to register at your storefront. They can still shop as a guest at your store without creating an account.
Click Save.

Bulk import customers from a file in 2.0

Go to the Customers page.
Click the dot menu in the top right.
Click Import customers.
Download the import template.
Add customer details to the template file and save it.
1. Enter all address fields in the Address column, including street address, suite/unit, city, state/province, zip/postal code. There is no required format for entering those details. Upon import, the Google Places API supports a number of formats. If in the rare chance a customer is uploaded with an incorrect address, edit the customer record to update address.
2. If you want to send an email invite to register and shop at your storefront, put "True" in the Send account invite column.
3. If you are using an iOS device and the import file was downloaded to a Numbers format, you must convert and save it to a CSV or Excel file format before you can import it. To do that, in Numbers, click File > Export to and select either CSV or Excel format.
On the Customers page, click the dot menu in the top right.
Click Import customers.
Click Choose file.
Click Upload.

If there are problems with your import an on-screen modal is displayed that specifies the problem with the import. Address the problem in the import file and try to upload again.

Add customer tags and notes in 2.0

You can assign tags that you can filter by and add notes to your customer records.

If you added customers individually you have already been prompted to add tags and notes. If you skipped those options or used the bulk import from a file method use these steps to add them.

Go to the Customers page.
Click the dot menu for a customer.
Click Edit.
In the Back office details section, start typing the tag name in the Customer tags box then click Create “tag name” to save the tag.
In the Notes section, add details that you want to remember.

Edit customer tags

Go to the Customers page.
Click the dot menu for a customer.
Click Edit customer.
Click View all tags.
Click the edit icon for the tag you want to edit, then make the needed changes or click Delete tag to remove it.
Click Save.
Click Close.

Edit customers in 2.0

On the Customers table, click the row dot menu for a customer.
Click Edit.
Make the needed changes.
Click Save.

Email Sharing

You can add additional email addresses to send automated notifications to for this customer (e.g. order confirmation, invoices). Enter multiple addresses separated by a comma, e.g. email1@farm.com, email2@farm.com

Send a customer an email in 2.0

If you want to send an email to customers in bulk, see the Customers bulk actions.

When you send a customer an email using these steps, the email is sent from your Local Line account not your email inbox.

On the Customers table, click the check box next to the customer.
Click Send email.
1. Select whether you want to:
  1. Email all checkbox selection - Includes only customers that are currently selected
  2. Email all under current filter selection - Includes only customers under your current filter selection
  3. Email all Customers - Includes every customer through pagination.
2. Enter an email Subject.
3. Enter an email Message, and use the formatting controls to customize your message.
4. Click Send.

Assign a customer to a price list in 2.0

You can make a customer a member of multiple price lists. When a registered customer is a member of more than one price list, the price list you have set as your default price list is displayed when they log in. They can navigate their price lists from their account settings Price Lists page.

On the Customers table, click the row dot menu for a customer.
Click Assign to price list.
Select the price list from the dropdown menu.
Click Save. No email is sent to the customer.

Customer Status

In your Customers table, each customer will have a status label beside them, either "Active" or "Unregistered". Active customers are those who have completed their account setup by creating a password, and can log into your storefront to review their order history and change their account settings. Additionally, if you have assigned the customer to a private price list, they will be able to access those lists after they have logged in.

Unregistered customers are ones you have manually created in your back office, either in the Customers table or by importing. Unregistered customers do not have a password and will not be able to log into your storefront. If you need them to be able to log in, you can send them an account invite email by selecting the checkbox beside their account in the table and clicking the "Send account invite email" bulk action at the top. The email will have a link they can use to go to your storefront and complete their account setup.

Unregistered customers will also become Active if they create a new account in your storefront with the same email address.

Send a price list to one or more customers

To send a price list to a single customer:

On the Customers table, click the row dot menu for a customer.
Click Send price list.
Select the Price list.
Enter a Subject for the email.
Enter a Message.
Click Send.

To send a price list to multiple customers:

On the Customers table, click the box next to a customer to select them.
Click Price list email.
Select the Price list.
Enter a Subject for the email.
Enter a Message.
Click Send.

Disable a customer in 2.0

If you need to prevent a customer from shopping on your storefront you can disable them.

On the Customers table, click the row dot menu for a customer.
Click Edit.
Scroll to the bottom of the form and click the toggle to disable the customer.
Click Save.

Delete a customer in 2.0

When you delete a customer, their account is not fully removed from the system so that it can still be referenced on historical orders and reports. However, they will be unable to log into their account, reset their password, or create a new account with the same email address.

If you have Guest Checkout enabled in your storefront, they will be able to place an order using Guest Checkout, and if they enter the same email address, it will reactivate their previously deleted account.

To delete a customer:

On the Customers table, click the row dot menu for a customer.
Click Delete customer.
Click Delete.

Edit a customer’s store credit balance in 2.0

You can also use this feature for bulk updates for your CSA shares.

On the Customers table, click the store credit balance. Here you can see a history of store credit updates.
Apply the new balance.
1. Use Set to enter a new balance manually.
2. Use $ to specify a dollar amount to increase the existing balance by.
3. Use % to specify a dollar amount to decrease the existing balance by.
Click Save.

Each update you make is logged in the History list, including the date, time, whether the update was an increase or decrease, and the amount. An email is sent to your customer to notify them when you update their balance. You can disable the email notification from your Storefront Settings tab.

Log an order in 2.0

On the Customers table, click Log order.
Complete these steps.

Customers bulk actions in 2.0

Check the box to select all customers or manually select the customers you want to change.
Click the action you want to take:
1. Assign to price list - Select the price list from the dropdown menu, and check the box if you want to send them an invite to your storefront. Then, click Save.
2. Send email - When you send a customer an email using these steps, the email is sent from your Local Line account not your email inbox. Set any applicable filter(s) to target the customers you want to email, then click the select all box or the box next to the customers you want to email. Then, select whether you want to:
  1. Email all checkbox selection - Includes only customers that are currently selected
  2. Email all under current filter selection - Includes only customers under your current filter selection
  3. Email all Customers - Includes every customer through pagination.
  4. Enter an email Subject.
  5. Enter an email Message, and use the formatting controls to customize your message.
  6. Click Send.
3. Price list email - This sends an email with a link to a specific price list.
  1. Select the Price list, then optionally enter a Subject and Message.
4. Send account invite email - This sends an email invite to shop and register at your storefront. See Customer email notifications in 2.0 for a preview of that email.
5. Edit store credit
  1. Use Set to enter a new balance manually.
  2. Use $ to specify a dollar amount to increase the existing balance by.
  3. Use % to specify a dollar amount to decrease the existing balance by.
  4. Click Save. You can also use this bulk action to update your CSA shares.
6. Add tags - Select the tag and then click Save.
7. Delete customers - Click Delete to confirm.

Export customers in 2.0

You can export your customers to a csv file.

On the Customers page, click the dot menu in the top right.
Click Export customers.

Customer reporting in 2.0

You can view and download key metrics for your customers from the Reports page. Learn more about Reports in 2.0.