Customers

The Customers page helps you manage relationships, segment audiences, and take action at scale.

Tabs overview

Tab	Purpose
Customers	View and manage all customers
Groups	Create audience segments
Analytics	Customer insights and metrics

Customers tab

Filters

Filter	Options
Type	Individual, Business
Status	Active, Inactive
Tier	VIP, Standard, etc.
Marketing consent	Opted in, Opted out
Risk level	Low, Medium, High
Search	Name, phone, email

Bulk actions

Select multiple customers, then:

Action	Description
Add to Groups	Assign to one or more groups
Assign Loyalty	Enroll in a loyalty program
Export	Download customer list

Customer details

Click any customer to open details:

Tab	Contents
Customer Details	Profile, contact, preferences
Order History	Recent purchases

Groups tab

Create segments for targeted campaigns:

1. Click Create Group
2. Name the group (e.g., "VIP Customers", "Local Area")
3. Save

Use groups in:

• SMS Campaigns for targeting
• Customer filtering
• Loyalty program enrollment

Analytics tab

Metric	Description
Total customers	All-time count
Active rate	% with recent activity
Type distribution	Individual vs Business
Tier breakdown	Customer segments

Tips

• Combine filters (Type + Marketing Consent) for compliant audiences
• Start with Analytics to find focus areas (high-value, at-risk)
• Use Groups for efficient campaign targeting

Troubleshooting

Issue	Solution
Loyalty programs missing	Verify programs exist in Loyalty Program page
Groups not visible	Refresh page, check permissions
Search returns nothing	Enter at least 2 characters

What's next

• Send messages: Growth → Messages
• Create campaigns: Growth → SMS Campaigns
• Set up loyalty: Growth → Loyalty Program