Customer Info

1. Download the .zip file from your WooCommerce account.
2. Go to: WordPress Admin > Plugins > Add New > Upload Plugin > Choose File (for the file you downloaded in step 1).
3. Install Now and Activate Plugin.

More information at Install and Activate Plugins/Extensions.

After activation, Customer Info can be accessed from the WooCommerce menu in the WordPress Admin Navigation.

• Navigate to WooCommerce → Customer Info to open the Customer Info Dashboard.

The Customer Info Dashboard provides a summary of key customer data:

• Customer Lifetime Value (CLV): Displays the total revenue generated by the customer.
• Total Orders: Shows the number of completed purchases made by the customer.
• Active Subscriptions: (Visible only if WooCommerce Subscriptions is installed) Displays the total number of active subscriptions for the customer.
• Connected Stores: (Visible only if WooCommerce API Manager is installed) Displays the number of stores where the customer has activated their licenses.
• Total Support: (Visible only if HelpScout or Intercom is enabled) Displays the total number of customer support interactions.

The order history table provides details about past and ongoing orders, including:

• Order Number: Clickable order ID that redirects to the order details page.
• Items: Number of items in the order.
• Date: Order placement date.
• Status: Current order status (Completed, Delivered, Pending Payment, etc.).
• Subscription Relationship: (Visible only if WooCommerce Subscriptions is installed) Indicates whether the order is a new subscription or a renewal.
• Total: Total order value.
• Preview: A quick preview icon to view order details without leaving the page.

The Customer Info Dashboard is now accessible from two additional locations in the WooCommerce Orders section:

1. Orders List Page – A Customer Info icon is added to the Actions column for each order.
2. Order Details Page – A Customer Info button is available in the order details sidebar.

• In WooCommerce → Orders, the Customer Info icon is added in the Actions column next to each order.
• Clicking this icon opens the Customer Info Dashboard in a sidebar, displaying customer details without leaving the page.

• On the Order Details Page, a Customer Info button is available in the sidebar.
• Clicking this button opens the Customer Info Dashboard in a sidebar, displaying customer details without leaving the page.

If the WooCommerce Subscriptions plugin is installed, the Customer Info Dashboard will include an additional “Active Subscriptions” widget and a Subscription Details Table.

• Product: The name of the subscription product purchased by the customer.
• Next Renewal: The next billing date for the subscription.
• Total: The total amount billed for the subscription.
• Auto Renew: Indicates whether auto-renew is enabled (✅ Yes / ❌ No).

If WooCommerce API Manager is installed, the Subscription Details Table includes three additional columns:

• License: Displays the total number of licenses assigned to the subscription.
• Active: Shows how many of the available licenses are currently in use.
• Connected Stores: Clicking the 🔗 View icon opens a popup listing all stores where the license is activated.

If a customer has activated licenses across multiple stores, clicking the Connected Stores icon will open a popup displaying the list of connected stores.

This section allows admins to monitor license activations and track connected stores, ensuring better control over customer subscriptions.

If the Affiliate for WooCommerce plugin is installed, a separate Affiliate Widget is added to the Customer Info Dashboard.

The Customer Info for WooCommerce plugin integrates with HelpScout, allowing store admins to access customer support history directly from the WooCommerce dashboard.

1. Click on the Settings Icon ⚙️ in the Customer Info Dashboard (top-right corner).
2. Navigate to the Integrations Settings Page.
3. Click on the HelpScout integration card.
4. Toggle Enable to activate the integration.
5. Enter your Client ID and Client Secret, then click Save.

To integrate HelpScout, you need to generate Client ID and Client Secret from your HelpScout developer account.

Follow the official HelpScout guide here: 🔗 HelpScout Authentication Documentation

Once enabled, the dashboard will display customer support interactions, including:

• Total Support Tickets – The number of tickets the customer has opened.
• Resolved Tickets – The number of tickets that have been closed.
• Pending Tickets – The number of unresolved support requests.

This integration allows store admins and support teams to access customer support history directly from the WooCommerce dashboard, ensuring quick and efficient customer assistance.

The Customer Info for WooCommerce plugin also integrates with Intercom, enabling direct access to customer conversations and support interactions.

1. Click on the Settings Icon ⚙️ in the Customer Info Dashboard (top-right corner).
2. Navigate to the Integrations Settings Page.
3. Click on the Intercom integration card.
4. Toggle Enable to activate the integration.
5. Enter your Access Token, then click Save.

To integrate Intercom, you need to generate an Access Token from your Intercom developer account.

Follow the official Intercom guide here: 🔗 Intercom Authentication Documentation

Once enabled, the dashboard will display customer support interactions, including:

• Total Conversations – The number of conversations the customer has opened.
• Resolved Conversations – The number of conversations marked as closed.
• Pending Conversations – The number of ongoing customer support interactions.

This integration provides quick access to customer interactions within Intercom, allowing store admins to manage support inquiries more efficiently.