Customer Watchlists
Overview
Customer watchlists allow you to flag customers who exhibit special behavior patterns. By watchlisting a customer, you assign a specific reason for tracking them, which helps you identify recurring patterns and take proactive action across your order history.
Why Use Customer Watchlists?
Watchlisting a customer means flagging them for one or more behavioral patterns, such as:
- Poor service history -- Customers who have experienced repeated issues with their orders
- Product issues -- Customers who frequently report defects or quality problems
- Exceptional loyalty -- High-value repeat customers worth special attention
- Resellers -- Customers suspected of buying your products for resale
- Frequent returners -- Customers who return products at an above-average rate
How It Works
- Assign a watchlist reason to a customer when you notice a pattern worth tracking
- View watchlisted customers across your orders to see how often they appear
- Identify patterns that may require action, such as blocking resellers or rewarding loyal buyers
Benefits
- Proactive management -- Spot potential problems before they escalate
- Pattern recognition -- Identify customers who repeatedly exhibit the same behavior
- Better decision-making -- Use watchlist data to inform your customer service strategy
- Cross-order visibility -- See a customer's watchlist status on any order they place
Key Points
- A single customer can have multiple watchlist reasons assigned
- Watchlist flags are visible whenever that customer appears in your order data
- Use watchlists to build a picture of customer behavior over time rather than reacting to individual incidents