Customers
Everyone who buys from you or creates an account on your store is listed under Customers, with what they've spent, their orders and your notes about them.
Where customers come from
- Checkout: a customer record is created when someone places an order.
- Store accounts: customers can register on your storefront to track orders and check out faster.
- POS: at the counter you can pick an existing customer or ring up the sale without one.
The Customers list
| Figure | Meaning |
|---|---|
| Member Base | Total number of customers. |
| Lifetime Value | What your customers have spent in total. |
| Average Ticket | Average spend per order. |
| VIP Members | Your highest-value customers. |
Use the segment tabs to switch between All Customers, Returning, New and VIP, and search by name or email. Each row shows the customer's order count, when they joined and their share of your revenue.
A customer's profile
Click View Profile on any customer:
| Part | What it holds |
|---|---|
| Total Spent and Orders | Their value to your business at a glance. |
| Timeline | Notes you and your team add, such as “Prefers delivery after 5 pm” or “Wholesale enquiry, call back Monday”. Add and delete notes here. |
| Orders | Their recent orders. |
| Tickets | Support tickets they have raised. See Tickets. |
| Customer Overview | Email, phone, marketing status (whether they agreed to receive marketing email) and tags. |
Use Edit Customer to correct contact details or add tags.
Email a customer
From the list, click Send Email on a customer, write a subject and message, and send. It's handy for one-off follow-ups. Email is sent through your store's mail settings. If sending fails, check Email / SMTP.
Emailing many customers at once?
Customer tags
Tags such as wholesale, vip or kathmandu let you group customers. A campaign can target customers with a specific tag, so tag people as you learn about them.
Related guides