About
The Customers tab of the Storefront Communications allows you to explore and review your customers.
Customer Status
An “Active” Customer is a customer that has made a purchase in the past 365 days.
An “Inactive” Customer is a customer that has not made a purchase within the past 365 days.
Initial View
If you are setting up your account UltraCart account from scratch, you’ll see an empty customer table:
Populated View
For existing accounts, you’ll see the table populated with your customers:
For existing accounts, you’ll see the table populated with your customers:
Field | Description | Tip |
---|---|---|
Search | This is the search tool to search your customers. |
|
Email Address of the customer | ||
First Name | Customer First Name | |
Last Name | Customer Last Name | |
Last Interaction | Date of last interaction | |
Subscribed | Shows active subscriptions. | To Assign the customer to additional lists, click the hyperlinked number. For Global Unsubscribe , use the slider option in the dialog window. |
Status | Shows either:
| Active customers have interacted with your store within the past |
(View Customer) | Clicking the “eye” icon will open the customer profile of the customer, if one exists. |
Manually Subscribing Customers to Lists
You can Manually subscribe a customer to a list by clicking the hyperlinked number in the subscribed column of the customer list. You’ll be presented with a dialog window like this:
You can select a list from the drop-down list, and you also have an optional setting “Exclude from all current and future lists and segments”.
Global Unsubscribe
Globally Unsubscribe a Customer
If you need to unsubscribe a customer from all current and future contact, use the slider titled “Exclude from all current and future lists ans segments”.
NOTE: You can use this regardless of whether or not they are presently subscribed to any lists.
Viewing a Customer Profile
Clicking the “eye” icon in the customer list:
Will open the customer profile record of the customer, if one exists: