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ener

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    ener got a reaction from paul2009 in Send email and manage customer profiles based on their specific purchases   
    Thank you @paul2009! I'm testing out Integromat(/Make) for orders placed. From a glance it doesn't seem to be a perfect setup, but it does eliminate a lot of clicking on Squarespace and then alt-tabbing to Mailchimp to update member tags.
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    ener reacted to paul2009 in Send email and manage customer profiles based on their specific purchases   
    I agree, I see the same issue daily. It is VERY frustrating that you cannot look through the orders panel and quickly see which "product" each customer has purchased. There is good news coming but I'll DM you about this.
    For the moment here are the only two workarounds that would allow you to easily view what each customer purchased in a table style format:
    1. Export to a CSV 
    Yes, I know! This isn't what you want - me neither! It is far from ideal but it does save all that clicking. Problems: It's a single snapshot, it requires a separate tool and there are many more columns than you need, and so on. I see the same problems and would prefer a better solution.
    2. Connect an RPA tool using the Orders API
    As each order comes in, the order data could be exported to a "live" document where the required details are shown in a table format, allowing you to view the data that you need. Squarespace has an Orders API that allows a third party Robotic Process Automation (RPA) tool like Parabola or Make (formally Integromat) or hire a developer to connect to Squarespace and check for new orders (or be notified of them). The required order information can be retrieved from each order and placed somewhere as simple as a Google Sheet or as complex as a Customer Relationship Management (CRM) system.
    I hope this helps.
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