Title: Customer Intelligence for WooCommerce
Author: YoOhw Studio
Published: <strong>11 يونيو، 2026</strong>
Last modified: 27 سبتمبر، 2026

---

البحث عن الإضافات

![](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

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

[تنزيل](https://downloads.wordpress.org/plugin/yoohw-customer-intelligence.1.4.0.zip)

 * [تفاصيل](https://ar.wordpress.org/plugins/yoohw-customer-intelligence/#description)
 * [المراجعات](https://ar.wordpress.org/plugins/yoohw-customer-intelligence/#reviews)
 *  [التنصيب](https://ar.wordpress.org/plugins/yoohw-customer-intelligence/#installation)
 * [التطوير](https://ar.wordpress.org/plugins/yoohw-customer-intelligence/#developers)

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

## الوصف

[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.

WordPress’s Personal Data Export tool includes matching Customer Intelligence profiles,
notes, tasks, activity, tag and static-segment memberships, plus personal Saved 
Customer Views for the requested WordPress user. Matching uses the exact request
email or its exact WordPress user link. The exporter is read-only and does not include
WooCommerce order contents, external plugin records, or internal delivery and migration
state. WooCommerce and other plugins provide their own exporters for data they own.

WordPress’s Personal Data Erase tool removes matching Customer Intelligence profiles,
notes, tasks and their notification state, activity, memberships, derived order 
facts and Customer Intelligence-owned order links. It also removes Saved Customer
Views only for the exact WordPress user. WooCommerce orders and WordPress accounts
are not deleted; those systems have their own privacy and retention responsibilities.
Erasure retains keyed, one-way identity suppression receipts so routine synchronization
cannot silently recreate the erased Customer Intelligence data. These receipts contain
no raw email, phone or name and are retained without automatic expiry while the 
plugin’s retained data remains installed. They are removed only by explicitly opting
in to full Customer Intelligence data removal on uninstall. A future identity that
does not match a retained receipt is treated independently. A temporary, non-autoloaded
snapshot of at most 1,000 Customer Intelligence order-link references and fingerprints
survives Reset between eraser pages; it contains no raw email, phone or name and
is deleted after link cleanup. If one WordPress user is linked to more than 1,000
Customer Intelligence profiles, or the subject has more than 1,000 order facts to
prepare, erasure pauses without deleting data and requires site administrator investigation.

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.

## لقطات الشاشة

[⌊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.

## التنصيب

 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.

## الأسئلة المتكررّة

### 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.

## المراجعات

لا توجد مراجعات لهذه الإضافة.

## المساهمون والمطوّرون

“Customer Intelligence for WooCommerce” هو برنامج مفتوح المصدر. وقد ساهم هؤلاء الأشخاص
بالأسفل في هذه الإضافة.

المساهمون

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

[ترجمة ”Customer Intelligence for WooCommerce“ إلى لغتك.](https://translate.wordpress.org/projects/wp-plugins/yoohw-customer-intelligence)

### مُهتم بالتطوير؟

[تصفّح الشفرة](https://plugins.trac.wordpress.org/browser/yoohw-customer-intelligence/)،
تحقق من [مستودع SVN](https://plugins.svn.wordpress.org/yoohw-customer-intelligence/)،
أو الاشتراك في [سجل التطوير](https://plugins.trac.wordpress.org/log/yoohw-customer-intelligence/)
بواسطة [RSS](https://plugins.trac.wordpress.org/log/yoohw-customer-intelligence/?limit=100&mode=stop_on_copy&format=rss).

## سجل التغييرات

#### 1.4.0

Sep 27, 2026.

 * Added Saved Customer Views, retention and attention quick views, and explainable
   RFM facts and filters to help teams find and revisit operational customer groups.
 * Reorganized Customers as an operations workspace and Customer Profile around 
   immediate actions while keeping notes, tasks, email, tags, static segments, exports,
   and optional integrations available.
 * Aligned recognized-order, refund, and reassignment metrics across customer views.
   Per-order currency tracking keeps mixed or unknown currencies unavailable for
   combined monetary figures; no currency conversion is applied. Bounded backfill
   restores valid single-currency figures after convergence.
 * Added WordPress Personal Data Export and Erase support for Customer Intelligence
   data, with resumable erasure and retained one-way suppression receipts. WooCommerce
   orders and WordPress users remain under their own systems’ control.
 * Expanded Diagnostics for data freshness, migrations, and currency state; improved
   large-data performance and added Free extension contracts for future integrations.
 * Hardened migrations, admin screens, HPOS and legacy order-storage coverage, Plugin
   Check compatibility, and deterministic distribution packaging.

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

## ميتا Meta

 *  Version **1.4.0**
 *  Last updated **قبل 24 ساعة**
 *  Active installations **40+**
 *  WordPress version ** 6.9 أو أعلى **
 *  Tested up to **7.1.2**
 *  PHP version ** 7.4 أو أعلى **
 *  Language
 * [English (US)](https://wordpress.org/plugins/yoohw-customer-intelligence/)
 * Tags
 * [analytics](https://ar.wordpress.org/plugins/tags/analytics/)[crm](https://ar.wordpress.org/plugins/tags/crm/)
   [customer](https://ar.wordpress.org/plugins/tags/customer/)[customer management](https://ar.wordpress.org/plugins/tags/customer-management/)
   [woocommerce](https://ar.wordpress.org/plugins/tags/woocommerce/)
 *  [عرض متقدم](https://ar.wordpress.org/plugins/yoohw-customer-intelligence/advanced/)

## التقييم

لم يتم تقديم أي مراجعات بعد.

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

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

## المساهمون

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

## الدعم

لديك شيء لتقوله؟ بحاجة الى مساعدة؟

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