Overview

The Customers section is where you manage everyone who buys from you. From here you can browse your customer list, dig into an individual customer’s history, and keep their details, addresses and marketing preferences up to date. To view your customers:

1. Log in to your Marzipan account
2. Click on Customers in the main navigation menu
3. By default the list displays all your customers, most recently registered first

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Customers list

The main list shows key information for each customer.

• Name - the customer’s name
• Email - their email address
• Orders - how many orders they have placed
• Last order - when they last ordered
• Registered - when they created their account

Click any customer to open their profile. You can sort the list by Registered, Last order, Name, Email or Orders.

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Header actions

The top-right corner of the list has a few actions:

• Customer Insights - opens the customers report so you can review your customer base (see Insights)
• Segments - view and manage your customer segments
• Export - download the customers in the list as a CSV file
• Add customer - open the new customer form

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Filtering

You can narrow the list using the following filters:

• Customer type - Direct or Wholesale
• Has subscription - customers with an active subscription
• Mailing list - customers subscribed to a given list
• Segment - customers in a chosen segment
• Number of orders
• RFM segment - an automatic loyalty segment based on how recently, how often and how much a customer buys: Champions, Loyal Customers, Potential Loyalists, Promising, New Customers, Need Attention, About to Sleep, At Risk, Cannot Lose, Hibernating and Lost
• Tags
• Total spent
• Archived - include archived customers
• Market - only shown when your store has more than one market

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Next steps