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How do I navigate my customer list?
How do I navigate my customer list?

Boost customer loyalty by creating a personal shopping experience for top spenders, first-time buyers, or any category that suits your fancy

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Written by Cococart Support Team
Updated over a week ago

Our Customer list feature lets you see who your customers are and how much they've spent at a glance. Upgrade to Growth or Pro to get this easy Customer Resource Management (CRM) tool.

On each column, you'll see:

  • Your customer's name

  • Their total number of orders

  • Their total spend

  • Their last order date

  • Any tags you've created for them

Clicking on each customer row will expand their details to display their:

  • Tags

  • Customer info

  • Order history

  • Loyalty points (for Pro subscribers) 

  • Notes


Using Customer Tags

Upgrade to Growth or Pro now to get your hands on this exclusive feature. 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:

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:

Deleting Tags

You can delete an entire tag by clicking the delete icon:

Other benefits of using tags? 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

On your initial view, you can sort the customer's Total spend by clicking on the up or down button. The up button will display customers in an ascending order based on their order date:

Meanwhile, clicking the down button will display customers in a descending order:

You can filter your view further by tweaking each tab below:

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:

  1. Click Last order date. You'll be asked to input a specific date range for your filter.


    Then hit Confirm to view the customers who've purchased from your store during your selected date range.

  2. Click Tags to can customers by a certain group you've created.


    This filter will automatically be applied once selected.

  3. Next, toggle the Total number of orders from 1 to the highest number of orders you've received from a single customer.

  4. 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:

  1. Send an invite to your regulars who haven't signed up for your Loyalty program yet.

  2. View, add, or deduct points of customers who've signed up for your Loyalty program.


🚩 Need to Know:

  • The total number of orders includes both approved and rejected orders, just so you can get an idea of how many times your customer has tried to purchase from your store.

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