Customers overview

The Customer Management system in Optimizely Commerce Connect has contacts and accounts. A contact is a website visitor who registers an account on the front-end site. You can use organizations to manage contacts in structures appropriate for your ecommerce business.

Create an organization hierarchy by creating parent-child relationships among organizations. For example, you can create a hierarchy of organizations, such as Administration > EU Headquarters > EU Management, and associate contacts with the appropriate level of the hierarchy. You can set permissions to determine which users can view organizations in the hierarchy.

The same principle applies to creating customer group hierarchies. For example, if you have a customer organization with Gold, Silver, and Bronze levels, you can use the customer groups to display different prices for each group. See Organizations.

When a visitor registers on the storefront (such as to make a purchase), Commerce Connect automatically creates a contact and account. You can manage contacts within customer groups and organizations and apply specific pricing and personalization. See Contacts.

Customer contacts and organizations are managed from the Customers view in Commerce Connect.