Creating a Customer Post-Transaction

When to Use This:

After processing a transaction for a new customer, you may want to save their information for future use.

Process:

1. After Processing Transaction:
   • Transaction completes successfully
   • You’re viewing the confirmation screen
2. Look for “Save Customer” Option:
   • May appear as checkbox during transaction
   • Or as button after transaction: “Save to Customer Vault”
   • Or automatic prompt: “Would you like to save this customer?”
3. Data Pre-Population:
   • All information entered during transaction automatically fills customer profile:
     • Name from transaction
     • Card information (tokenized)
     • Billing address
     • Email (if entered)
   • You can edit/add additional information
4. Complete Customer Profile:
   • Add any missing information
   • Add phone number
   • Add shipping address
   • Add notes
   • Click “Save”

Benefit:

• Don’t lose customer data after one-time transactions
• Can easily recharge same customer later
• Can set up recurring billing after initial charge
• Builds your customer database organically