Customers
The customer list, customer profiles and what you can do with them.
Where: Dashboard, Customers in the left-hand menu.
This is your customer database. Everyone who signs up for one of your cards is added here automatically.
The top of the page#
Four numbers sum up your base:
- Customers total: everyone who has signed up.
- Cards installed: how many have actually added the card to their phone.
- Cards transactions: how many scans and transactions have been recorded.
- Feedback rating: the average rating customers have given.
The buttons Export, Import and Add Customers let you move customer lists in and out and add people by hand. See Add or import customers.
The customer table#
Each row is a customer. Columns:
| Column | Shows |
|---|---|
| User name | The customer's name |
| Created | When they signed up |
| Birthdate | Their date of birth, if they gave it |
| Phone | Their phone number |
| Feedback rating | The rating they gave, if any |
| UTM | The tracking link they signed up through |
| Device | iPhone, Android or other |
| Customers cards | The cards they hold |
| Segment | Their RFM segment |
| Custom fields | Any extra fields you added to the sign-up form |
Use Show at the bottom to display 10, 20, 50 or 100 rows.
Narrow the list#
Above the table are My Filters and My Segments, plus ready-made groups called Health, Loyalty, RFM-segments, Communication and Actions. See Customer filters and segments.
A customer's profile#
Click a customer's name to open their profile. It shows:
- their details and the cards they hold
- their install link and referral link, each with a Copy button, so you can send them to the customer
- their transactions
Feedback#
The Feedbacks tab at the top of the Customers page lists ratings customers have left. See Feedback.