Shop As Customer is a useful tool that allows Miva users, who have admin access and appropriate permissions, to log into a customer account as if they were the customer, all without needing access to a customer’s password.
This allows for troubleshooting customer issues in real-time, and allows sales reps to place orders on behalf of their B2B customers, using the same website experience customers see.
To initiate a Shop As Customer session, click the Customers heading, then select the record of the customer you want to shop as from the customer batch list. Then click the Shop As Customer button.
After you click the button, the following pop up opens on screen.
If the customer is currently logged into their account, the option to share the existing session will be available. When activated, the Shop As frontend experience will be exactly what the customer currently has in their cart, and any changes made will be reflected in the customer’s session.
If the customer is not currently logged into their account this option will not be available.
Clicking the Create New Session button will log you in as the customer using a unique Session ID so that anything you add to the cart will not reflect in the customer’s session.
Once logged in, a pill-shaped overlay at the bottom left corner (the default location) will be visible. This is an information tool which will only be seen by the admin user to provide information about the current logged-in customer.
Another way to use Shop As Customer is within the Review Baskets functionality.
The Review Baskets module must be installed to use this.
To access Review Baskets, click Settings in the lower left of the screen, then, expand the Utilities header by clicking the Plus sign if it isn’t already expanded. After that, click Review Baskets.
Next, to shop as a customer, click the box next to the Basket ID you wish to shop as, and then click the Shop As Customer button. In addition, if you click the Basket ID link, and are viewing the basket, you can click the Shop As Customer button there too.
It can also be helpful to add the Payment Failures column to the Review Baskets batch list, as a way to monitor your website for any issues customers may experience. To add the Payment Failures column, click the Plus sign icon in the Batch List header row, and then click the box next to Payment Failures. You can see the added column in the Batch List photo above.
Miva keeps track of which admin user placed an order using Shop As Customer and has built in reporting to be able to run Sales Commission Reports.
Click Here to Learn how to set up this report