Adobe Commerce Customer Management Guide

Last update: 2023-05-08
  • Created for:
  • Beginner

This guide is intended for customer service staff working in Adobe Commerce and Magento Open Source. It provides detailed information about customer management features in the Commerce Admin and the customer account experience in the storefront. It assumes a basic understanding of the core Commerce configuration and functionality.

Subject Description
Introduction Overview of using the customer management features in the Commerce Admin.
Customer management tools Learn how to use the Customers grid and Now Online feature in the Commerce Admin that you can use to manage your store customers.
Customer accounts Learn how to provide an optimal experience for registered customers on the storefront, from logins to password rests, and provide shopper assistance.
Audience Activation Learn about the new Audience Activation extension that lets you activate Real-Time CDP audiences in Adobe Commerce to create unique offers in the cart.
Customer groups Learn how to use customer groups to determine which discounts are available to customers assigned to a group and the tax class that is associated with the group.
Customer segments Define customer segments thatbyou can use to dynamically display content and promotions to specific customers, based on various properties.

B2B for Adobe Commerce enables you to maintain company accounts that are tied to individual storefront customer accounts. For more information about the company accounts feature, see the B2B for Adobe Commerce User Guide.

Additional documentation

Documentation resource Description
Adobe Commerce 2.4 Merchant Documentation Merchant-focused documentation for both Adobe Commerce and Magento Open Source
Services for Adobe Commerce Documentation Documentation to support a collection of services that help merchants integrate key components of their business with their store.
Commerce on Cloud Infrastructure Guide Step-by-step procedures for deploying Adobe Commerce on a managed, automated hosting Cloud platform.
Adobe Commerce 2.4 Operational Guides Systems documentation about the concepts, processes, tools, and best practices to develop, deploy, and maintain projects deployed on Adobe Commerce and Magento Open Source platforms.
Adobe Commerce 2.4 Developer Documentation Developer-focused documentation used to build and customize Adobe Commerce or Magento Open Source

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