YoOhw Customer Intelligence for WooCommerce

Product page | Documentation | Support 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 is active.
• Include Premium order risk and security signals when 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.

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.