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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.

  • Type at least three characters to initiate the lookup as you type feature

Email

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

  • Inactive.

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”.

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:


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