Customers Overview
Customers Tab Overview
Overview
The Customers tab provides a comprehensive view of each individual customer’s:
- App activity
- Purchase history
- Engagement behavior
- Loyalty points
- Community participation
- Predictive insights
All customers are automatically synced from Shopify, with the option to manually re-sync if needed.
Access Customers
- Click Customers in the left navigation.
- Select a customer.
- Click the Actions (⋯) button to view detailed information.
General Tab
The General tab provides a high-level overview, including:
- Total amount spent
- Number of orders
- Date customer became active
- Customer status
Optimal Contact Times
Dave continuously analyzes customer behavior to determine:
- Best days to contact
- Best times to send messages
You can view the Learning History for a breakdown of tracked events and activity.
Create a Trading Plan
From this screen, you can:
- Click Ask Dave
- Generate a personalized trading plan (push notifications or emails)
- Tailor outreach based on purchase and engagement history
Customer Details Panel
On the right side, you’ll see:
- Contact information
- Subscription status (Email, SMS, Push)
- Custom fields (e.g., size preferences)
- Registered device
- Saved addresses
- Saved payment methods
- Activity timeline
Loyalty Tab
The Loyalty tab shows:
- Points earned (engagement + purchases)
- Detailed activity history
- Rewards earned
- Loyalty streaks
Manual Actions
From the top menu (⋯), you can:
- Add or remove points manually
- Ban a customer
- Delete a customer
Wishlist Tab
Displays all products the customer has saved to their wishlist.
Predictions Tab
Shows products the customer is most likely to purchase based on:
- Engagement patterns
- Product views
- Purchase history
Activity Tab
Displays:
- Recent app sessions
- App usage behavior
Community Tab
Includes:
- Community profile
- Acceptance of community guidelines
- Number of posts
- Followers and following
- Moderation reports (if any)
Note: Community is auto-moderated. This section shows manually reported content only.
Messages Tab
View any in-app messages previously sent to the customer.
Best Practices
- Use Optimal Contact Times for higher engagement.
- Review Predictions for targeted promotions.
- Monitor loyalty activity to identify VIP customers.
- Check moderation reports when managing Community.
- Use trading plans for re-engagement and retention.
The Customers tab provides a complete 360° view of each customer, empowering you to personalize engagement, reward loyalty, and drive growth.
Updated about 1 month ago