Customer list
Filter the list with All Filters, Product ID (customers of a given product), or Tx (transaction count), and download it with Export all.| Column | Description |
|---|---|
| Customer | Name and avatar. Click the row to open the profile. |
| The customer’s email address. | |
| Joined | When the customer first joined (sortable). |
| Total Spent | Lifetime amount spent (sortable). |
| Transactions | Number of transactions. |
| Country | The customer’s country. |
| Primary Payment | Default payment method (card brand + last 4 digits). |
Row actions
The⋯ button on each row opens the actions menu:
| Action | Description |
|---|---|
| View details | Open the customer’s profile page. |
| Send email | Write an email to the customer. |
| Copy Customer ID | Copy the customer’s unique ID. |
Customer profile
The profile page has two tabs — Infos and Purchase History — plus a summary card with the avatar, username, join date, and a Send email button. The⋯ menu in the header offers Send email and Copy Customer ID.
Infos tab
| Field | Description |
|---|---|
| Full name | The customer’s display name. |
| Username | Their platform handle (e.g. @Banker). |
| Email address, with a copy button. | |
| Customer ID | Unique identifier, with a copy button. |
| Description | Bio added by the customer. |
| Date joined | First sign-up date. |
| First Promotion joined | The first promotion through which they arrived, if any. |
| Address | Postal address, if provided. |
| Customer Tags | Tags to segment your customers. |
Purchase History tab
Every order placed by the customer, with the same filters as the Transactions page (All Filters, Status, Payment Method) and Export all.
One-time payment / Subscription), Amount, Payment Method, and Status (Succeeded, Past_due, Revoked). Each row also has a ⋯ actions menu.