Title: Customer Intelligence for WooCommerce
Author: YoOhw Studio
Published: <strong>Òkúdù 11, 2026</strong>
Last modified: Ògún  28, 2026

---

Ṣàwárí àwọn plugin

![](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

 Láti ọwọ́ [YoOhw Studio](https://profiles.wordpress.org/yoohw/)

[Ṣe ìgbàsílẹ̀](https://downloads.wordpress.org/plugin/yoohw-customer-intelligence.1.3.0.zip)

 * [Àwọn àlàyé](https://yor.wordpress.org/plugins/yoohw-customer-intelligence/#description)
 * [Àwọn àgbéyẹ̀wò](https://yor.wordpress.org/plugins/yoohw-customer-intelligence/#reviews)
 *  [Ìgbéwọlẹ̀](https://yor.wordpress.org/plugins/yoohw-customer-intelligence/#installation)
 * [Ìdàgbàsókè](https://yor.wordpress.org/plugins/yoohw-customer-intelligence/#developers)

 [Ìrànlọ́wọ́](https://wordpress.org/support/plugin/yoohw-customer-intelligence/)

## Àpèjúwe

[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 siteÌtumọ̀ Yorùbá: ’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.

Uninstalling the plugin preserves Customer Intelligence tables and records by default.
A site owner may explicitly opt in to removal by setting the non-autoloaded `yoohw_cos_remove_data_on_uninstall`
option to `yes` before uninstalling.

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.

## Àwọn àwòrán ìbòjú

[⌊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.

## Ìgbéwọlẹ̀

 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.

## Àwọn àgbéyẹ̀wò

Kò sí àwọn àgbéyẹ̀wò fún plugin yìí.

## Àwọn Olùkópa & Olùgbéejáde

“Customer Intelligence for WooCommerce” jẹ́ ètò ìṣàmúlò orísun ṣíṣí sílẹ̀. Àwọn 
ènìyàn wọ̀nyí ti ṣe ìkópa sí plugin yìí.

Àwọn Olùkópa

 *   [ YoOhw Studio ](https://profiles.wordpress.org/yoohw/)

[Túmọ̀ “Customer Intelligence for WooCommerce” sí èdè rẹ.](https://translate.wordpress.org/projects/wp-plugins/yoohw-customer-intelligence)

### Ṣe o nífẹ̀ẹ́ sí ìdàgbàsókè?

[Ṣàwárí koodu](https://plugins.trac.wordpress.org/browser/yoohw-customer-intelligence/),
ṣàyẹ̀wò [ibi ìpamọ́ SVN](https://plugins.svn.wordpress.org/yoohw-customer-intelligence/),
tàbí ṣe àgbékalẹ̀ sí [àkọsílẹ̀ ìdàgbàsókè](https://plugins.trac.wordpress.org/log/yoohw-customer-intelligence/)
nípasẹ̀ [RSS](https://plugins.trac.wordpress.org/log/yoohw-customer-intelligence/?limit=100&mode=stop_on_copy&format=rss).

## Àkọsílẹ̀ àwọn àyípadà

#### 1.3.0 (Aug 28, 2026)

 * Improved WooCommerce customer commerce tracking with persisted incremental order
   facts, consistent paid-order metrics, refund handling, order reassignment, and
   HPOS-compatible synchronization without repeatedly rescanning full order histories.
 * Hardened customer identity resolution for registered and guest customers, including
   explicit order-profile links, normalized email and phone matching, conflict detection,
   and safer profile contact updates.
 * Added bounded, resumable data migrations with retry and unresolved-item accounting
   so large customer and order datasets can upgrade without long synchronous processing
   or silently skipped records.
 * Improved customer intelligence consistency so value tier, lifecycle, status, 
   trust, risk, loyalty context, and activity data refresh whenever underlying commerce
   data changes.
 * Added deterministic event idempotency with backward-compatible adoption of legacy
   events to prevent duplicate WooCommerce, Loyalty, and Blacklist activity during
   synchronization and upgrades.
 * Improved CRM email notification reliability with atomic retry leases, bounded
   task batching, continuation for large assignee workloads, and timezone-safe due-
   soon, overdue, escalation, and daily-summary processing.
 * Made the Add task form in the WooCommerce order Customer task metabox collapsible,
   with balanced toggle icon and label alignment and colors that follow each userÌtumọ̀
   Yorùbá: ’s WordPress admin color scheme.
 * Added an explicit data-retention contract that preserves Customer Intelligence
   data on uninstall by default while supporting administrator-controlled removal.
 * Improved optional Loyalty and Blacklist Manager integration boundaries while 
   keeping integration-specific functionality isolated when related plugins or licenses
   are unavailable.
 * Expanded regression coverage for WooCommerce HPOS and legacy order storage, refunds,
   identity conflicts, migrations, event deduplication, notification retries, timezone
   handling, and large task batches.

See `changelog.txt` for the complete release history.

## Àkójọpọ̀ Meta

 *  Ẹ̀yà **1.3.0**
 *  Ìgbàgbọ́hùn tó kẹ́yìn **ọjọ́ 5 sẹ́yìn**
 *  Àwọn ìgbéwọlẹ̀ tó ṣiṣẹ́ **40+**
 *  Ẹ̀yà WordPress ** 6.9 tàbí ju bẹ́ẹ̀ lọ **
 *  Dánwò dé **7.0.4**
 *  Ẹ̀yà PHP ** 7.4 tàbí ju bẹ́ẹ̀ lọ **
 *  Èdè
 * [English (US)](https://wordpress.org/plugins/yoohw-customer-intelligence/)
 * Àwọn àmì
 * [analytics](https://yor.wordpress.org/plugins/tags/analytics/)[crm](https://yor.wordpress.org/plugins/tags/crm/)
   [customer](https://yor.wordpress.org/plugins/tags/customer/)[customer management](https://yor.wordpress.org/plugins/tags/customer-management/)
   [woocommerce](https://yor.wordpress.org/plugins/tags/woocommerce/)
 *  [Ìwòye Tó Péye](https://yor.wordpress.org/plugins/yoohw-customer-intelligence/advanced/)

## Àwọn ìbò

Kò sí ìwádìí tí a tíì fi ránṣẹ́.

[Your review](https://wordpress.org/support/plugin/yoohw-customer-intelligence/reviews/#new-post)

[Wo gbogbo àwọn àgbéyẹ̀wò](https://wordpress.org/support/plugin/yoohw-customer-intelligence/reviews/)

## Àwọn Olùkópa

 *   [ YoOhw Studio ](https://profiles.wordpress.org/yoohw/)

## Ìrànlọ́wọ́

Nǹkan wà tí o fẹ́ sọ? Ṣé o nílò ìrànlọ́wọ́?

 [Wo àpéjọ ìrànlọ́wọ́](https://wordpress.org/support/plugin/yoohw-customer-intelligence/)