Customers

What this does

Your customer list, with what each has spent and when they last ordered, and segments for writing to a group of them.

Before you start

Nothing.

Steps

1. Open Customers.
2. Use a segment to narrow the list — repeat buyers, customers who have spent over an amount, customers who have gone quiet.
3. Select a customer to see their orders and history.
4. From a segment, you can send an email to everyone in it who has consented to marketing.
5. To take the list elsewhere, select Export CSV. The file has one row per customer: email, name, orders, paid lifetime value, first and last order, whether they consented to marketing email, and the phone and address from their latest order (or from your import, if they have not ordered yet). Only the owner or an admin can export, because the file holds everyone's contact details.

What happens next

Segments are worked out live from orders, so they are never stale. A customer who buys again today moves into "repeat buyers" today.

Marketing email only ever goes to customers who have consented. Torva enforces that rather than trusting the sender to remember.

Common problems

A customer appears twice. Guest orders are matched by email. Two different email addresses are two customers as far as Torva can tell.

My segment says fewer people than I expected. The sendable count excludes anyone who has not consented to marketing or who has unsubscribed.

I want to email the exported list from another tool. Filter on the email_marketing_consent column and only upload the rows that say yes. Everyone else has not agreed to marketing email.

I have customers on my old platform. Bring them across with Import customers — see Import your customers.

A customer asked me to delete their data. See Privacy requests.