Orders and customers

Manage customer CRM, segments, and promotions

Use order-derived customer profiles, bounded segments, and server-calculated promotions safely.

Last updated: August 4, 2026
Audience: Pro stores with Customer, CRM, Marketing, or Export permission

What you’ll accomplish

Find a customer profile.
Add an internal note or tag.
Create a safe segment.
Create and validate a promotion.

Customer profiles

Vacto creates a store-scoped operational customer profile from checkout contact data and connects its orders, delivered spend, payment mix, carts, and reviews. CRM pages are Pro-only even though every plan still needs order contact data for fulfillment.

Use notes for relevant service context, not passwords, card details, sensitive identity data, or unrelated profiling.
Tags and segments never change an order or contact preference.
Customer CSV export is capped, permission-gated, protected against spreadsheet formula injection, and recorded in the activity log.

Promotions

Supported rules include percentage, fixed amount, free shipping, product/category targeting, first-order offers, and bundles.
Schedules, minimums, maximum discounts, overall limits, and per-customer limits are checked again inside order creation.
Only one promotion is applied per order; stackable is disabled.
Order totals keep an immutable promotion snapshot and integer-piaster discount.

If the result is not what you expected

A coupon can fail because it is inactive, outside its schedule, exhausted, below its minimum, already used by that customer, or not applicable to the current products.
Every target, campaign, bundle, product, category, and variant must belong to the selected store.
Automatic offers that do not apply never block checkout.

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