/
Activity Tab

Activity Tab

Introduction / Overview

The Activity tab in a customer’s profile provides a detailed timeline of that customer’s interactions with your store, including website visits, checkout attempts, and completed orders. This insight helps store owners better understand customer behavior, purchase patterns, and engagement level.

Main Menu → Operations → Customer ProfilesManage

 

This page is especially useful for:

  • Customer service agents researching purchase activity.

  • Store owners looking to segment customers based on engagement.

  • Marketing teams evaluating campaign effectiveness.

Prerequisites: You must have access to your UltraCart admin portal and a customer profile with activity to review.

image-20250407-181314.png

Summary of Sections

1. Activity Timeline (Left Panel)

This section shows a chronological list of actions taken by the customer on your store.

Actions include:

  • Active on website: Tracks browsing duration.

    • If StoreFront Recording is enabled, a View Recording link will appear next to each activity, allowing you to replay the session.

    • The icon will reflect the device used (e.g., desktop or mobile).

  • Initiated checkout: Customer began the checkout process.

  • Placed order: A completed purchase. Each includes a clickable order ID (e.g., T1000-0556201) that links to full order details.

  • Delivered email: A marketing email was successfully delivered to the customer.

  • Opened email: The customer opened the delivered marketing email.

Tip: Hover over activity entries to see exact timestamps or click an order ID to drill into that order.


2. Metrics (Top Right Panel)

A performance summary based on customer actions, segmented by time frame:

  • Email Delivery / Open: If email campaigns are connected, this tracks email interactions.

  • View / Initiate: Tracks views of product pages and checkout initiations.

  • Ordered Product / Shipment: Counts of items ordered and shipped.

  • Place Order: Total value and number of orders placed.

Note: These are broken down by “Previous 30 Days,” “30 Days”, and “All-Time.”


3. Lists & Segments

This section displays any segments or marketing lists the customer belongs to.

  • Click Add to manually assign them to a list.

  • Useful for targeting with promotions or tracking lifecycle stages.

Marketer’s Note: Segments can trigger automated campaigns or special offers.


4. Information (Bottom Right Panel)

Detailed metadata about the customer, including:

  • First Active / Last Active: When the customer first and most recently engaged with your store.

  • Custom Properties: Any tags or custom fields assigned to this customer (e.g., VIP, wholesale).

  • How They Found You: Shows referral paths, including:

    • First Page: First URL the customer visited.

    • Referrer: External link that led them to your store.

  • Most Recent Visit: Last page the customer accessed.

Also includes:

  • Global Unsubscribed Value: Indicates if they’ve unsubscribed from all emails.

  • Spam Complaint Value: Flags any spam complaints tied to this user.

 

Conclusion & Next Steps

The Activity tab provides a powerful look at customer behavior and history, helping store owners make informed support, marketing, and sales decisions. By understanding what a customer has done on your store, you can tailor communication, resolve issues faster, and improve retention.

See also:

Related content