Title: Customer Intelligence for WooCommerce Author: YoOhw Studio Published: 11 juni 2026 Last modified: 30 juli 2026 --- Plugins zoeken ![](https://ps.w.org/yoohw-customer-intelligence/assets/banner-772x250.png?rev=3568224) ![](https://ps.w.org/yoohw-customer-intelligence/assets/icon-256x256.png?rev=3568224) # Customer Intelligence for WooCommerce Door [YoOhw Studio](https://profiles.wordpress.org/yoohw/) [Download](https://downloads.wordpress.org/plugin/yoohw-customer-intelligence.1.2.2.zip) * [Details](https://nl.wordpress.org/plugins/yoohw-customer-intelligence/#description) * [Beoordelingen](https://nl.wordpress.org/plugins/yoohw-customer-intelligence/#reviews) * [Installatie](https://nl.wordpress.org/plugins/yoohw-customer-intelligence/#installation) * [Ontwikkeling](https://nl.wordpress.org/plugins/yoohw-customer-intelligence/#developers) [Ondersteuning](https://wordpress.org/support/plugin/yoohw-customer-intelligence/) ## Beschrijving [Product page](https://yoohw.com/product/customer-intelligence/) | [Documentation](https://docs.yoohw.com/category/customer-intelligence/) | [Support](https://workspace.yoohw.com/) YoOhw Customer Intelligence for WooCommerce is a lightweight CRM workspace inside WordPress admin. It turns WooCommerce order history into searchable customer profiles with commerce insights, internal notes, follow-up tasks, direct email, tags, segments, and activity history. Use it to find customers who need attention, organize retention and support work, review customer value and lifecycle, and connect customer profiles to WooCommerce orders. Data is stored in dedicated plugin tables instead of using `wp_usermeta` as the primary CRM store. #### Customer profiles and insights * Search and filter customers by status, value tier, lifecycle, risk, cohort, tags, and segments. * Review total orders, total spent, average order value, first and last order, addresses, recent orders, and activity. * Configure thresholds used for customer status, lifecycle, value tier, risk, and trust classifications. * Use an action-focused dashboard for data freshness, priority customers, attention queues, tasks, and recent activity. * Archive and restore CRM profiles without deleting WooCommerce orders or WordPress users. * Export the current filtered customer list to CSV. #### Notes, tasks, email, and segmentation * Create, edit, and delete internal customer notes. * Create follow-up tasks from a profile, the Tasks screen, customer bulk actions, or a WooCommerce order. * Assign tasks to Administrators or Shop Managers with priority, due date, status, and optional order context. * Send assignment, due-soon, overdue digest, escalation, completion, reopening, and daily summary emails. * Compose a direct customer email from the profile using WooCommerce email templates and sender settings. * Manage reusable customer tags and static segments, including bulk assignment. * Review customer and task activity in a chronological timeline. #### WooCommerce and optional integrations * Sync profiles from existing WooCommerce orders and recalculate customer intelligence in resumable batches. * Filter WooCommerce orders by customer profile and access customer tasks from the order screen. * Work with WooCommerce High-Performance Order Storage through WooCommerce order APIs. * Show loyalty levels, points, and loyalty activity when the supported WooCommerce Loyalty plugin is active and licensed. * Record suspect, blocked, cleared, and match signals when [Blacklist Manager](https://wordpress.org/plugins/wc-blacklist-manager/) is active. * Include Premium order risk and security signals when [Blacklist Manager Premium](https://yoohw.com/product/blacklist-manager-premium/) is active and licensed. Customer Intelligence remains useful without the optional integrations. Integration- specific columns, filters, profile panels, and maintenance tools only appear when the related plugin and required license state are available. #### Data and privacy Customer intelligence data remains in the site’s WordPress database unless an administrator exports it or a configured integration moves it. WooCommerce continues to manage orders, and WordPress continues to manage users. Optional security signals are normalized and minimized. Raw IP addresses, device identifiers, browser fingerprints, and payment identifiers are not copied into Customer Intelligence activity metadata. ## Schermafbeeldingen [⌊Customer Intelligence overview with data freshness, KPIs, attention queues, tasks, and recent activity.⌉⌊Customer Intelligence overview with data freshness, KPIs, attention queues, tasks, and recent activity.⌉[ Customer Intelligence overview with data freshness, KPIs, attention queues, tasks, and recent activity. [⌊Searchable customer list with filters, bulk actions, export, and customer classifications.⌉⌊ Searchable customer list with filters, bulk actions, export, and customer classifications .⌉[ Searchable customer list with filters, bulk actions, export, and customer classifications. [⌊Customer profile with commerce insights, email, notes, tasks, tags, segments, risk factors, and activity.⌉⌊Customer profile with commerce insights, email, notes, tasks, tags, segments, risk factors, and activity.⌉[ Customer profile with commerce insights, email, notes, tasks, tags, segments, risk factors, and activity. [⌊WooCommerce order screen with customer profile and task tools.⌉⌊WooCommerce order screen with customer profile and task tools.⌉[ WooCommerce order screen with customer profile and task tools. [⌊Follow-up task management.⌉⌊Follow-up task management.⌉[ Follow-up task management. [⌊Customer tag management.⌉⌊Customer tag management.⌉[ Customer tag management. [⌊CRM email notification settings.⌉⌊CRM email notification settings.⌉[ CRM email notification settings. [⌊Static segment management.⌉⌊Static segment management.⌉[ Static segment management. ## Installatie 1. Install the plugin through the WordPress Plugins screen, or upload it to `/wp-content/ plugins/yoohw-customer-intelligence/`. 2. Activate WooCommerce, then activate YoOhw Customer Intelligence for WooCommerce. 3. Open **Customers > Settings** and run **Sync Existing Orders**. 4. Review the scoring thresholds and CRM emails. 5. Use **Overview**, **Customers**, **Tasks**, **Tags**, **Segments**, and **Activity** for daily work. 6. If supported Loyalty or Blacklist Manager plugins are active, use Maintenance to sync older integration signals. ## FAQ ### Does this plugin require WooCommerce? Yes. WooCommerce 8.2 or newer must be active. ### Is it compatible with WooCommerce HPOS? Yes. The plugin declares HPOS compatibility and reads orders through WooCommerce order APIs. ### Does it replace WooCommerce customers or WordPress users? No. It adds operational CRM profiles. WooCommerce orders and WordPress users remain managed by their original systems. ### Where is CRM data stored? Profiles, events, notes, tasks, tags, segments, and relationships use dedicated plugin tables rather than `wp_usermeta` as the primary store. ### Can I create and assign customer follow-up tasks? Yes. Tasks can be created from several admin screens and assigned to Administrators or Shop Managers. Email notifications are configurable through the WooCommerce email system. ### Can I email a customer from their profile? Yes. The Identity panel includes a secure email composer that uses WooCommerce branding and email settings and records the action in customer activity. ### Can I segment or export customers? Yes. Use tags and static segments for manually maintained groups, then filter and export the current customer result to CSV. ### Which integrations are optional? Supported WooCommerce Loyalty and Blacklist Manager integrations add loyalty or risk context when available. Premium-only signals require the related premium plugin and an active license. ### What does Archive do? Archive removes a CRM profile from the main customer list. It does not delete WooCommerce orders or WordPress users, and the profile can be restored. ## Beoordelingen Er zijn geen beoordelingen voor deze plugin. ## Bijdragers & ontwikkelaars “Customer Intelligence for WooCommerce” is open source software. De volgende personen hebben bijgedragen aan deze plugin. Bijdragers * [ YoOhw Studio ](https://profiles.wordpress.org/yoohw/) [Vertaal “Customer Intelligence for WooCommerce” in je eigen taal.](https://translate.wordpress.org/projects/wp-plugins/yoohw-customer-intelligence) ### Interesse in ontwikkeling? [Bekijk de code](https://plugins.trac.wordpress.org/browser/yoohw-customer-intelligence/), haal de [SVN repository](https://plugins.svn.wordpress.org/yoohw-customer-intelligence/) op, of abonneer je op het [ontwikkellog](https://plugins.trac.wordpress.org/log/yoohw-customer-intelligence/) via [RSS](https://plugins.trac.wordpress.org/log/yoohw-customer-intelligence/?limit=100&mode=stop_on_copy&format=rss). ## Changelog #### 1.2.2 (Jul 30, 2026) * Redesigned the WooCommerce order Customer history metabox with clearer customer identity, lifecycle and value badges, lifetime metrics, trust and risk scores, recent activity, and direct actions. * Improved Blacklist Manager, Blacklist Manager Premium, and Loyalty synchronization for customer events, current risk scores, checkout event reassociation, and historical Loyalty activity. * Fixed the Tasks form and related SelectWoo, settings, order task, and shared admin layouts so long selected values cannot expand across adjacent panels. * Expanded integration regression coverage for event filtering, risk score freshness, checkout event reassociation, Premium payment-abuse hooks, and Loyalty history backfill. * Hardened translations, output escaping, plain-text task emails, and prepared event queries for release validation. #### 1.2.1 (Jul 23, 2026) * Added a direct customer email composer with WooCommerce branding, configurable template content, secure delivery, and activity logging. * Redesigned Overview around data freshness, lifetime KPIs, attention queues, priority customers, tasks, and drill-down classifications. * Improved historical order and loyalty activity dates, then refreshed status, lifecycle, and risk classifications in background batches. See `changelog.txt` for the complete release history. ## Meta * Versie **1.2.2** * Laatst geüpdatet **6 dagen geleden** * Actieve installaties **20+** * WordPress versie ** 6.9 of nieuwer ** * Getest t/m **7.0.2** * PHP versie ** 7.4 of nieuwer ** * Taal * [English (US)](https://wordpress.org/plugins/yoohw-customer-intelligence/) * Tags * [analytics](https://nl.wordpress.org/plugins/tags/analytics/)[crm](https://nl.wordpress.org/plugins/tags/crm/) [customer](https://nl.wordpress.org/plugins/tags/customer/)[customer management](https://nl.wordpress.org/plugins/tags/customer-management/) [woocommerce](https://nl.wordpress.org/plugins/tags/woocommerce/) * [Geavanceerde weergave](https://nl.wordpress.org/plugins/yoohw-customer-intelligence/advanced/) ## Waarderingen Er zijn nog geen beoordelingen ingediend. [Your review](https://wordpress.org/support/plugin/yoohw-customer-intelligence/reviews/#new-post) [Bekijk alle beoordelingen](https://wordpress.org/support/plugin/yoohw-customer-intelligence/reviews/) ## Bijdragers * [ YoOhw Studio ](https://profiles.wordpress.org/yoohw/) ## Ondersteuning Iets te melden? Hulp nodig? [Het supportforum bekijken](https://wordpress.org/support/plugin/yoohw-customer-intelligence/)