What Customer Intelligence for WooCommerce Does
Understand the local WooCommerce CRM, customer profiles, tasks, segments, activity, risk, and lifecycle model.
Category
Customer Intelligence for WooCommerce
Learn how to sync WooCommerce customers, build customer profiles, configure scoring and lifecycle thresholds, use notes, tags, segments and follow-up tasks, send CRM emails, connect Loyalty and Blacklist signals, troubleshoot, and update safely.
Plan, implement, and verify Customer Intelligence for WooCommerce.
Use the product page to evaluate scope and this hub for exact setup, operation, and troubleshooting steps.
Section
Getting Started
Install and Sync Existing WooCommerce Customers
Install Customer Intelligence and create customer profiles from existing WooCommerce orders.
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Configuration
Configure Customer Scoring and Lifecycle Thresholds
Tune value, lifecycle, status, risk, and trust classifications to the store operating model.
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Customer Management
Search, Filter, Export, Archive, and Restore Customers
Use the Customers list for daily filtering, bulk actions, CSV export, archive, and restore.
Use Customer Profiles, Notes, Tags, and Segments
Add durable operational context to a customer profile without changing source order data.
Create and Manage Customer Follow-up Tasks
Assign due-dated customer or order follow-ups to administrators and Shop Managers.
Section
Tools & Admin
Configure CRM Emails and Direct Customer Messages
Configure WooCommerce-style task notifications and send logged customer messages from profiles.
Section
Integrations
Connect Loyalty and Blacklist Signals
Bring optional loyalty and fraud context into profiles while keeping each source plugin authoritative.
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Troubleshooting
Troubleshoot Customer Sync, Tasks, and CRM Emails
Diagnose stale profiles, missing totals, task reminders, table readiness, and email delivery.
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Updates & migrations
Update Customer Intelligence Safely
Update the free plugin while preserving CRM tables, classifications, tasks, and integrations.