The Customers view in your dashboard gives you a complete picture of everyone who has ordered from your store. Use it to understand your customer base, identify your best customers, and export data for marketing campaigns.
Accessing Customers
- Go to Customers in the main menu
- View your complete customer list
Customer List
The customer list shows all customers who have placed orders, with key metrics at a glance:
| Column | Description |
|---|
| Name | Customer’s first and last name |
| Email | Email address (if provided) |
| Phone | Phone number (if provided) |
| Orders | Total number of orders placed |
| Total Spent | Lifetime spend across all orders |
| Last Order | Date of their most recent order |
| Marketing | Whether they’ve opted in to marketing |
Customer Profiles
Click on any customer to view their full profile:
- First name and last name
- Email address
- Phone number
- Company name (if provided)
Order History
- Complete list of all orders
- Order dates and amounts
- Order status and fulfillment method
- Click any order to view full details
Customer Metrics
- Total orders - Number of orders placed
- Total spent - Lifetime revenue from this customer
- Average order value - Total spent divided by number of orders
- First order date - When they became a customer
- Last order date - Most recent activity
Marketing Consent
See whether the customer has opted in to receive marketing communications. This consent is captured at checkout when enabled.
Searching and Filtering
Search
Use the search bar to find customers by:
- Name
- Email address
- Phone number
Filters
Filter your customer list by:
| Filter | Options |
|---|
| Marketing consent | Opted in / Not opted in |
| Order count | Number of orders (e.g., 5+ orders) |
| Last order date | Date range |
| Total spent | Spend threshold |
Exporting Data
Export your customer data for use in email marketing platforms, CRM systems, or analysis tools.
How to Export
- Go to Customers
- Apply any filters (optional)
- Click Export
- Choose your format (CSV)
- Download the file
Exported Fields
The export includes:
- First name
- Last name
- Email
- Phone
- Company name
- Order count
- Total spent
- Last order date
- Marketing consent status
- First order date
Export only customers with marketing consent when importing to email platforms to stay compliant with privacy regulations.
Using Customer Data
Email Marketing
Export opted-in customers to platforms like:
- Mailchimp
- Klaviyo
- Brevo (Sendinblue)
Loyalty Programs
Identify your best customers for VIP treatment:
- High order count
- High total spend
- Frequent recent orders
Win-Back Campaigns
Find lapsed customers to re-engage:
- Haven’t ordered in 30+ days
- Previously active (multiple orders)
Customer Segmentation
Create segments based on behaviour:
| Segment | Criteria |
|---|
| VIPs | 10+ orders or £500+ spent |
| Regulars | 3-9 orders |
| New | 1-2 orders |
| At Risk | No order in 60+ days |
| Churned | No order in 90+ days |
Privacy and Compliance
GDPR Rights
Customers can request:
- Access - View all data you hold about them
- Deletion - Remove their data from your systems
- Portability - Export their data
Handle these requests through Contact Support.
Data Retention
Customer data is retained while you have an active account. You can:
- Delete individual customer records
- Request bulk data deletion
Marketing Consent
Only contact customers who have explicitly opted in:
- Check the marketing consent column before exporting
- Filter by consent status when creating marketing lists
- Respect unsubscribe requests promptly
