Skip to content
English
Contact us
  • There are no suggestions because the search field is empty.

Guide: Customer Experience Strategy

Making your customers' journey seamless with Allmoxy

You care about your customers' experience—that's why you chose Allmoxy! Here's how to optimize your setup for a customer-first approach:

1️⃣ Customer Sign-up: First Impressions Matter

Strategic Decision Point: Grant catalog access immediately or review accounts first?

If you prefer to review first:

  • Set all products to Customer Exclusivity ➡️ Use Tags
  • Create a customer tag (recommended: YOUR COMPANY NAME-Customer)
  • Apply this tag only after reviewing new accounts

⚠️ Pro Tip: Include this review process in your welcome email so customers know what to expect

Need help with account setup options? Review those here! 

2️⃣ Customer Pricing: Tailoring the Value Proposition

Best Practice Approach:

  • Build your catalog with your highest retail price as the base-calculated price
  • Use price adjustments to offer discounts for dealers, wholesalers, etc.
  • Apply appropriate tags to activate customized pricing for unique groups of customers

Customer Communication is Key:

  • Clearly explain in automated  welcome emails that pricing may adjust after account review
  • Set proper expectations for when pricing will be finalized

3️⃣ Customer Payment Terms: Streamlining Your Cash Flow

Choose Your Payment Flow:

Option 1: Pay Before Processing

  • Customers submit payment along with their order
  • Ideal for businesses with straightforward, rarely-modified orders
  • Creates clear payment expectations upfront

Option 2: Use Credit Terms

  • Allows customers to submit orders without upfront payment
  • Outstanding invoices appear immediately in customer dashboards
  • Customize each customer's experience with:
    • Individual credit limits
    • Order limits (allowing production to continue while unpaid orders won't ship)

 

⚠️ Pro Tip: If customers often request changes, add products, or remove items from orders, credit terms might offer more flexibility.

Remember: Every setup choice impacts how customers experience your brand. These strategic decisions help create6yA the seamless, professional experience your customers deserve!