The Customer Management system in Optimizely Commerce is based on 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 e-commerce business.

Image: Organization-contacts-hierarchy


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. You then may associate contacts Commerce: An individual with personalized information (name, address, email, and so on), created when a user on the front-end registers to make a purchase. You can also manually create a contact account from the back-end, assign the contact to organizations or organization units, and assign permissions based on role. with the appropriate level of the organization hierarchy. You can set permissions to determine which users can view organizations in the hierarchy.

The same principle applies to creating customer group Customer groups are created in Commerce Manager then applied to contacts and organizations. Customer groups are common to both contacts and organizations, and you can apply them to customer segments that are targeted for marketing campaigns and customer group-specific pricing, including variants. hierarchies. For example, you have a customers organization with sub-organizations of Gold, Silver, and Bronze levels of customer groups. You can leverage the customer groups to display different prices for each group. See Organizations.


When a visitor registers on a site's front-end (to make a purchase for example), a contact and account Commerce: A user account that you create with a contact, to which you can assign roles and access privileges in Commerce Manager. An account is automatically created with "Everyone" and "Registered" permissions when a user registers from a public website that lets a customer log in before checkout. are automatically created. You can manage contacts within customer groups and organizations, to which you can apply specific pricing and personalization Adapt content to customized target groups for a more personalized website experience, such as displaying different content to first time and returning visitors. (See visitor groups.). See Contacts.

The default implementation of Optimizely Commerce supports anonymous shopping. This means that customers are not required to create an account to purchase. Anonymous customers are not available as contacts.

Managing contacts and organizations

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