Quick Start Guide
Get Started in 5 Minutes
This quick start guide will have you tracking customer behavior and viewing analytics within minutes. Follow these simple steps to start gaining valuable insights about your WooCommerce customers.
Step 1: Install and Activate
If you haven’t already installed the plugin:
- Go to Plugins → Add New in your WordPress dashboard
- Search for “Customer History for WooCommerce”
- Click Install Now and then Activate
Done!
The plugin automatically starts tracking customer sessions and behavior immediately after activation.
Step 2: View Your Dashboard
Navigate to Customer History in your WordPress admin menu. You’ll see:
- Live Sessions: Real-time visitors browsing your store
- Customer List: All tracked customers and their activity
- Analytics: Visual statistics and insights
- Search History: What customers are searching for
Step 3: Configure Basic Settings
Go to Customer History → Settings and review these key options:
- Enable Tracking: Make sure this is checked
- Filter Bot Sessions: Recommended to keep enabled
- Filter Admin Sessions: Exclude your own browsing from analytics
- Results Per Page: Set to your preferred number (default: 20)
Click Save Changes when done.
Step 4: Explore Customer Data
Click on any customer in the list to view:
- Complete session history
- Pages visited and products viewed
- Search queries performed
- Order history and total spent
- Customer tier level and points
What’s Next?
Now that you’re set up, explore these powerful features:
- Set up Customer Categories to segment your audience
- Configure Email Communications for customer engagement
- Enable the Referral System to grow your customer base
- Set up Weekly Reports for automated insights
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