About
The Customers tab of the Storefront Communications allows you to explore and review your customers.
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. |
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”.
Viewing a Customer Profile
Clicking the “eye” icon in the customer list:
Will open the customer profile record of the customer, if one exists: