Customer Identity is an important part of our integrations, underpinning features like our Loyalty Integration, B2B Account Management, and more. In this article we'll take a quick look at how customer identity is handled in Counterpoint for our B2C clients, so you can have a better idea of what's going on under the hood.
Customer Identity for Consumers
Let's talk about how our integration handles customer identity for our B2C clients. When an order gets placed on your website, the integrator checks the email address (and phone number, if present) to see if either are already attached to an existing customer. If the email address or phone number already exists in our system, then the order is attached to the relevant customer, any relevant loyalty points accrue on the account, etc. If the customer doesn't already exist in the Admin Panel, then the order gets sent down to Counterpoint, where we check again if there's an existing customer. If there is, then the order gets added to that customer's order history. If there isn't, then the customer gets created in the system with the email address and phone number from the order.
From there, this information can be viewed from the Customers tab in the Admin Panel, allowing you to easily perform customer lookups.
You can also view customer identity information in the Orders screen. Clicking on the Order ID for any order will show you additional information for that order, including customer identity info.
If you have any additional questions, please feel free to contact us with a support request from the Admin Panel.