Prerequisites
Complete the module's Module 1 - Foundational Setup before you proceed.
NewStore customer profile enhancements provide flexibility in managing and customizing customer information, allowing retailers to tailor customer profiles to their unique business needs. These enhancements enable associates to capture, view, and edit customer details more effectively, supporting a personalized customer experience.
Accessing customer profile customizations
To enable these customizations:
Go to Settings > Associate App > Customizations as an
Adminuser.Click Get started or Add if there are existing customizations.
From this screen, you can choose between two customer profile customization options:
Customer Profile (Create/Edit): Where associates add or modify customer information.
Customer Profile (Overview): Where associates preview existing customer information.
Types of customization
The NewStore platform supports two types of customization for customer profiles:
Widgets: Used to add, edit, or display customer extended attributes on the mobile screen.
Webviews: Enables integration with external systems like wishlists, loyalty programs, or service tracking.
Widgets
Widgets facilitate data input and display for associates. Each widget uses a Data Key to fetch and store values from the customer extended attributes. The Data Key should be unique.
There are 5 types of Widgets:
Widget | Customer Profile (Create/Edit) | Customer Profile (Overview) →all fields are not editable | Typical Use case |
|---|---|---|---|
Text box | Displays a text box for the associate to ender free form text. | Displays a text box with the data populated form the customer extended attributes. If the data is not populated, the text box will be empty. |
|
Single Select | Displays a list of configured values for the associate to edit. It will a show radio button if there are 4 or less than four options configured in the single select option. If there are more than 4 options, a drop-down menu is displayed in the UI. | Displays a drop-down menu with the value pre-populated and disabled. The associate will not be able to edit the selection from the screen. |
|
Toggle | In the toggle option, the platform can support configuring an URL typically used for privacy policy and T&C to be displayed to the customer. | Displays a toggle with on/off options disabled. The associate will not be able to edit the selection from the screen. |
|
Information (non editable in both screens) | Displays an information section which cannot be edited from the Associate App screen. To populate the data, it needs to pull the information from the integration or API. | Displays an information section which cannot be edited from the Associate app screen. |
|
Date picker | Displays a date picker for the associate to chose. The app can support multiple formats like
| Displays the selected date format as is in a non-editable format. |
|
While configuring the widget, the platform supports the attributes to be re-ordered. To order attributes, drag and re-arrange the attributes in the preview screen on the right side.
Webviews
Webviews provide a versatile method to integrate external systems into the customer profile. Common use cases include:
Loyalty sign-up
Wishlist integration
Service tracking
Gift registry
Optional authentication can be configured for secure data access.
The user can configure a webview in both the Customer Profile (Create/Edit) and the Customer Profile (Overview) screen. The NewStore platform also supports an optional authentication step that can be enabled while configuring the webview. typical use case include, Loyalty Sign up, wishlist, product recommendation, service tracking, gift registry.
Tutorial
Refer Adding webview customizations using external authentication to know how to enable authentication.
Refer using data in a webview component to understand how the data from the platfom can be used in the webview to build the required integrations.