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Your customers

Everyone who has bought, booked or signed up, in one list.

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On this page

Open General → Customers → All customers. Each customer has a page with their details, addresses, orders, bookings, notes and tags.

Tags and segments

  • Tags are labels you add by hand: "VIP", "Wholesale", "Do not call".
  • Segments are saved filters that update themselves, for example "spent over $500 in the last 90 days".

Manage both under Customers → Tags & segments. Use them for discounts, emails and reports.

Import and export

Customers → Import / export brings customers in from a spreadsheet or another platform, and exports them when you need a copy. Exports are recorded in the log.

Bans

If someone abuses your store, you can ban an email, phone number or address. Checkout refuses them.

How customer details are protected

Customer details are the most sensitive data you hold, so they are stored apart from everything else:

  • names, emails, phones, birthdays, addresses, notes and survey answers live in a separate vault with its own database and its own encryption keys;
  • the vault is not reachable from the internet at all, only from the customers service, and it checks your permissions again on every read;
  • every read is recorded by who, when and which fields, never the values;
  • searching by email works through a one-way fingerprint, so the email itself is never stored in plain text anywhere.

The rest of the platform (orders, analytics, emails) refers to a customer by an id, not by name.

Keep reading

Something wrong or missing on this page? Email support@dashfordevs.com.