Customers & Marketing
Keep customer records useful, build repeat business, and reach the right audience.
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17 practical articles in Customers & Marketing.
Create coupons and discounts
Create percentage, fixed amount, free product, and local free-delivery promotions with safe date rules.
Updated Aug 21, 2026
Manage customers in the directory
Use one tenant-scoped directory for registered accounts, guest contacts, orders, notification state, and loyalty.
Updated Aug 21, 2026
Send newsletters and email
Use the inbox, one-off composer, newsletters, and email settings for the right kind of customer communication.
Updated Aug 21, 2026
Configure the Loyalty Program
Set earning, redemption, signup, repeat-order, and referral rewards while keeping point value predictable.
Updated Aug 21, 2026
Filter, segment, tag, and contact customers
Find the right audience using built-in segments, spend thresholds, subscription state, tags, and search.
Updated Aug 21, 2026
Create and edit customer records
Add a customer manually, review their history, manage notes, and understand account deletion boundaries.
Updated Aug 21, 2026
Issue gift cards and store credit
Sell and issue stored value while understanding checkout, ledger, refund, and account requirements.
Updated Aug 21, 2026
Manage customer notification preferences
Understand category-level email, push, and SMS preferences and keep marketing separate from transactional messages.
Updated Aug 21, 2026
Configure text messaging and SMS credits
Fund event texts, understand message lanes, export consent records, and explain the Scale allowance.
Updated Aug 21, 2026
Import customers from CSV
Map email, phone, consent, and optional loyalty columns to safely upsert customer records.
Updated Aug 21, 2026
Sell customer subscriptions
Offer recurring physical products with fixed cadences, Square card-on-file billing, and renewal management.
Updated Aug 21, 2026
Customer accounts and order history
Explain storefront sign-in, verification codes, account panels, and the difference between accounts and email subscriptions.
Updated Aug 21, 2026
Import an existing customer subscription
Move recurring customers into Cottage CMS with standing selections and a customer authorization link.
Updated Aug 21, 2026
Message customers from orders and segments
Use order and customer shortcuts to open the right conversation or compose an audience-scoped message.
Updated Aug 21, 2026
Chat with customers
Respond to storefront conversations from Messages and keep unread and order context synchronized.
Updated Aug 21, 2026
Collect and publish reviews
Configure review collection, moderate the inbox, import existing reviews, and display approved social proof.
Updated Aug 21, 2026
Manage active subscriptions, skips, edits, and cancellations
Use Customer Subscriptions to review status, edit standing selections, skip a period, resend authorization, or cancel future renewals with the right customer expectation.
Updated Aug 21, 2026