Our Customer list feature lets you see who your customers are and how much they've spent at a glance.
Upgrade to Pro (Legacy) or select it as a feature add-on to get this easy Customer Resource Management (CRM) tool.
What will you see on each customer row?
Info Tab
Here you can view your customer’s name, email address, and phone number, along with any tags you’ve created for them and additional internal notes.
Orders Tab
You can view their total number of orders and spending, as well as their first and most recent order.
Loyalty Tab
The Customer List works especially well when paired with the Loyalty Feature, making it easier to manage customer relationships and track loyalty activity.
You can easily monitor each customer’s points balance, redeemed rewards, and the date they joined the loyalty program. From this tab, you can also manually award or deduct points as needed.
Using Customer Tags
Dividing your customers into different groups will help you serve them better: if you know their preferences, you'll certainly be able to create a more personalized shopping experience for them!
Creating a New Tag
You can start by clicking on the customer card. It'll expand on the right side of your screen so you can click the Add tag button:
You can then type in any title to tag your customer with and click Create.
Adding Customers to Existing Tags
Once you've created a tag, you'll be able to use it for other customers too. Just click the Add tag button and select an option from your list of created tags:
Adding Multiple Tags
If you have a customer that fits into multiple groups or segments, you can add them to another tag. Just click the Add tag button and check all that apply:
Then click anywhere outside the expanded card to apply the tag.
Removing Customers from Tags
To remove a customer from a tag, simply click on the tag you want to remove, or click the X or check icon.
Check out this article to send personalized emails to each customer segment.
Add Notes About Your Customer
Want to take your categorization up a notch? Add notes about your customer by scrolling to the bottom of their customer card:
For this section, you can type a maximum of 500 characters.
Use Filters
You can sort customers by Total Spend or Total Orders by clicking the up or down arrow. Below is an example of a filter sorted by Total Spend.
Quick note—each filter isn't required. You can opt to use only one at a time if that suits your needs better. Let's break each filter down into steps:
Click Last order date. You'll be asked to input a specific date range for your filter.
Then hit Apply to view the customers who've purchased from your store during your selected date range.
Click Subscribed to in order to see which of them are signed up to any of the other marketing features.
Next, toggle the Total number of orders from 1 to the highest number of orders you've received from a single customer.
Similar to the Total number of orders, the Total spend range also lets you toggle customer purchases from $0 to the highest value of orders you've received from a single customer.
Toggling the Total number of orders and the Total spend range will automatically apply these filters.
Manage Your Customers' Loyalty Points (for Pro subscribers)
Under the Order History portion, after clicking on one of your customers' info, you'll be able to:
Send an invite to your regulars who haven't signed up for your Loyalty program yet.
View, add, or deduct points from customers who've signed up for your Loyalty program.
💡 Pro Tips:
The total number of orders includes both approved and rejected ones—helpful for tracking how often a customer attempts to order.
Coming soon: You’ll be able to import and export customer info for easier data management. Stay tuned!