Customers
Customer Management is your CRM across three tabs — Customers, Marketing Groups, and Analytics — feeding your campaigns and messaging.
Overview
A paginated customer list with quick filters and search, segmentable into marketing groups, with bulk loyalty/group actions and a rich per-customer detail modal.
Tabs in detail
Customers
- Search (name, email, business, phone) and filters: Status, Type, Tier, Marketing consent, Risk level, Service level.
- Columns: name, phone, email, business, type, total orders, total spent, consent, risk, tags; per-row Send Message / View History (SMS) and Manage Groups.
- Bulk actions (select rows): Add to Group, Add to Loyalty. Plus Add Customer, Refresh.
Marketing Groups
- New Group or Create Group from Segment (filter-based audience).
- Each group shows name, color, member count, description; view members, edit, delete.
Analytics
- 30-day customer metrics (totals, active rate, type distribution, tier breakdown).
Customer details modal
Tabs: Overview (contact, type/tier, status), Information (full address, tier, consent toggles), Details (communication frequency, service/risk level, preferences, compliance flags), Financial (lifetime value, AOV, recent orders), Loyalty (programs & balances, enroll), Groups (add/remove tags).
Step by step: build a marketing group
- On Marketing Groups, create a group (e.g. "VIP Customers").
- On Customers, filter/search to your target audience.
- Check the customers and click Add to Group.
Step by step: enroll customers in loyalty
- On Customers, select one or more customers.
- Click Add to Loyalty and choose a program.
Tips & best practices
- Build groups from your most useful segments so campaigns target cleanly.
- Combine the type filter with marketing-consent to keep audiences compliant.
- Enroll high-value customers in loyalty in bulk rather than one at a time.
Troubleshooting
| Issue | Fix |
|---|---|
| SMS button disabled / "Not Configured" | Set up SMS in SMS Campaigns → Setup or upgrade your plan |
| Loyalty column empty | Create a program in Loyalty Program, then enroll |
| Duplicate contact error on save | Email/phone/code already used — enter unique values |
What's next
- Message customers: Growth → Messages
- Target a campaign: Growth → SMS Campaigns
- Reward repeat buyers: Growth → Loyalty Program