Pretend to be Customer

Introducing our feature: "Pretend to be Customer" (Customer View Switch).  We believe in making website management as user-centric as possible. With this new addition, website administrators can easily step into the shoes of their customers, gaining a firsthand view of the user experience upon logging in. This feature offers a valuable opportunity to identify and address any potential issues from the customer's perspective, ensuring a smoother and more enjoyable online journey. "Pretend to be Customers" simplifies the process of enhancing your website's usability, making it easier than ever to create a user-friendly digital environment.
 

Why is it important
 

Troubleshooting

Admins can use the "Pretend to be Customer" feature to troubleshoot and understand issues reported by customers more effectively. By experiencing the platform from the customer's perspective, admins can identify and resolve issues faster.
 

User Experience Testing

Admins can conduct user experience testing by logging in as customers. This allows them to assess the functionality of the website or platform, ensuring that all features work smoothly and the overall experience meets the desired standards.
 

Order Management

Admins can log in as a customer to view and manage orders. This is particularly useful for addressing customer inquiries, tracking orders, and resolving any issues related to the fulfilment process.
 

Customization Verification 

If the platform allows for customer-specific customization (e.g., personalized recommendations, saved preferences), admins can use the "Pretend to be Customer" feature to verify that these customizations are working correctly.
 

Customer Support Simulation

Admins can simulate customer interactions to better understand the customer support process. This helps in training customer support teams and ensuring that they are well-equipped to assist customers effectively.
 

Testing Discounts and Promotions

Admins can use the "Pretend to be Customer" feature to test how discounts, promotions, or loyalty program benefits are applied from the customer's perspective. This ensures that customers receive the correct discounts and incentives.
 

Security Audits

Admins can use the feature to audit the security measures in place. By logging in as a customer, they can assess whether customer data is appropriately protected and whether any vulnerabilities need to be addressed.
 

Content Verification

If the platform displays different content or offers based on customer segments, admins can use the "Pretend to be Customer" feature to verify that the right content is being presented to the right customers.
 

Feedback Collection

Admins can log in as customers to experience the platform firsthand and collect valuable feedback. This can help continuously improve the user interface, features, and overall customer experience.
 

Quality Assurance

The "Pretend to be Customer" feature can be part of the quality assurance process, allowing admins to thoroughly test various aspects of the platform to ensure it meets quality standards before updates or new features are rolled out.
 

Training and Onboarding

The feature can be used for training new team members or onboarding personnel involved in customer support or order management. It provides a hands-on experience of how the platform works from a customer's perspective.
 

How it is done

1. Login to your website as an administrator
    
2. Click on the Customers tab
   
    
3. Click on the username of the customer that you want to pretend to be
   
    
4. This will take you to the View Customer Page. Click on Pretend to be this customer on the right-hand side of the page
   
    
5. Your website will load in the customer’s view. You will then be able to perform tasks as the customer would
   
    
6. Once done. Click on Go back to admin on the upper right side of the page to go back to the backend as an admin.