The Profiles panel

Review information about your customers, subscribers, and donors.

The Profiles panel displays all customers, mailing list subscribers, members, and donors in one place, so you can get a holistic view of your engagement and manage relationships with your audience.

View profiles

All profiles display an email address and name. To review all profiles:

1. Open the Profiles panel.
2. Click All.
3. Sort the list by details like name and email address.
   • Account - Customers, donors, and members who've created a customer account.
   • Accepts marketing - Someone who has subscribed to at least one of your Email Campaigns mailing lists.
4. Filter by tag or click More filters for other filter options. If you're looking for a specific profile, search for a name or email address.
5. Click a profile to review their engagement with your site.
6. Click a card to review their customer, donor, or subscriber details.

Click a smart list in the left panel to review all profiles in a specific category. To use one of your saved searches, click a segment name under Saved segments.

Tips:

• It’s not possible to delete profiles, but you can delete a customer's account from their profile. This deletes payment information, shipping addresses, and billing addresses from the user's profile.
• It's not possible to edit profiles, but you can update the name associated with a profile by importing a subscriber with the same email address and a different name.

Customer profiles

To compare key customer information:

1. Click Customers in the left panel.
2. Filter by Total spent or click More filters for other filter options.
3. Sort the list of customers by total number of orders, the date of their last order, or their total amount spent. You can also search by name or email address.
4. Click a customer, then click Customer details to review:
   • Total amount spent
   • Date of their last order
   • Average order amount
   • Total number of orders
5. Click the Order or Recurring tabs to review the customer’s purchase history based on order type.

If you have a subscription to Member Areas, anyone who purchases a membership to your member areas appears in Customers. The member area name appears in Orders if the member area has a set amount membership fee that members pay in one payment. If members have to make ongoing membership fee payments (either recurring or installments), the member area name appears in Recurring.

Other customer smart lists

If you want to narrow down the type of customer profiles, click one of the other customer smart lists in the left panel:

• First-Time Customers - Profiles of all customers who've placed exactly one order on your site
• Repeat Customers - Profiles of all customers who've placed two or more orders on your site

This is a great way to target specific types of customers with discounts or promotions. Keep in mind, a subscription product only counts as one order, so customers who've only placed an order for one subscription product will appear as first-time customers, even after the subscription renews.

Subscriber profiles

To review all Email Campaigns mailing list subscribers:

1. Click Subscribers in the left panel.
2. Filter by Mailing list or click More filters for other filter options.
3. Sort the list of subscribers by the date they first subscribed, or search for a name or email address. You can also review the subscriber source.
4. Click a subscriber, then click Subscriber details to review:
   • How many mailing lists they’re on
   • Name and email address
   • Subscriber status
   • The date they first subscribed

The mailing lists they’re on are listed at the bottom of the profile. Click Remove to unsubscribe them from a list.

Subscriber source

A subscriber's source shows how they subscribed to your Email Campaigns mailing list. If they're subscribed to more than one list, it shows how they signed up the first time.

The source can be one of the following:

• Organic - Website Signup - They subscribed through a Newsletter block or promotional pop-up on your site. This includes Squarespace Scheduling clients and members of free member areas who opt in to receive your email campaigns.
• Organic - Checkout - They subscribed at checkout, or purchased a membership to a paid member area.
• Organic - Waitlist Signup - They subscribed to a product waitlist.
• Manual - Added - You added them individually to a mailing list.
• Manual - Imported - You imported into a mailing list using a .csv file.
• Unknown - Our system can't identify the source.

Import existing subscribers

To import existing subscribers by uploading a .csv file directly through the Subscribers panel:

1. Click Subscribers in the left panel.
2. Click Add subscribers in the top-right corner. Depending on how many subscribers you have, an Import Subscribers button may appear in the left panel or in the Subscribers panel.
3. In the Import subscriber list window, select a .csv file. For help with .csv file formatting, visit Building mailing lists.
4. Click the Select mailing list drop-down menu to choose a mailing list where the subscribers will be added, or create a new one.
5. Switch the These subscribers accept marketing toggle on to confirm you have permission to send marketing emails to these contacts. For more details, visit Email campaign best practices.
6. Click Next in the top-right corner and review the preview. If the formatting looks correct, click Import.

Donor profiles

To review donor details:

1. Click Donors in the left panel.
2. Filter by Total donated or click More filters for other filter options.
3. Sort the list of donors by total number of donations, the date of their last donation, or their total amount donated. You can also search by name or email address.
4. Click a donor, then click Donor details to review:
   • Date of their first donation
   • Date of their last donation
   • Email address
   • Total amount donated
   • Total number of donations

The individual donations are listed at the bottom of the profile. Manage them in the Donations panel.

Member profiles

To review members of all member areas on your site:

1. Click Members in the left panel.
2. Filter by Membership, or click More filters for other filter options.
3. Sort the list of members by the date they first became members, or search for a name or email address.
4. Click a member, then click Member details to review:
   • How many member areas they have membership to
   • Name and email address
   • Membership status
   • The date they first became a member

To learn more, visit Managing members.

Leads profiles

If you sell products, services, or member area memberships on your site, use the Leads smart list to view all users who haven't yet placed an order on your site, but who have indicated interest by signing up for one of your mailing lists. The Leads smart list only includes profiles that meet both of the following search parameters:

• Accepts marketing
• Number of orders = 0

To view this list of potential sales leads:

1. Click Leads in the left panel.
2. Sort the list of leads by the date they first subscribed, or search for a name or email address. You can also review the subscriber source.
3. Click Create email in the banner at the top of the panel to contact all of your leads using Email Campaigns. If your site is on a Business, Commerce, Professional, or Premium plan, you can include a discount code in your campaign.

Filtered search

Narrow down a list of profiles by clicking More filters and setting your search parameters. The resulting filtered list is called a segment. Choose from the following filters:

• Has account - Customers, members, or donors who’ve created a Customer Account
• Subscriber details
  • Accepts marketing - Users who subscribed to at least one of your Email Campaigns mailing lists
  • Mailing lists - Users who subscribed to a specific mailing list
  • Subscriber since date - Users who subscribed On or before or On or after the selected date
• Customer details
  • Total spend - Customers who spent the selected minimum or maximum amount on your site
  • Number of orders - Customers who placed the selected minimum or maximum number of orders on your site
  • Last order date - Customers who placed their last order On or before or On or after the selected date
  • Customer since - Customers who placed their first order On or before or On or after the selected date
• Member details
  • Memberships - Users who have a membership to a specific member area
  • Member since date - Users who became a member On or before or On or after the selected date.
• Donor details
  • Total donated - Donors who donated the selected minimum or maximum amount on your site
  • Number of donations - Donors who made the selected minimum or maximum number of donations on your site
  • Last donation date - Donors who made their last donation On or before or On or after the selected date
  • Donor since - Customers who made their first donation On or before or On or after the selected date

Save segments

You can save up to five segments for future use. After you create and save a new segment, it appears at the bottom of the Profiles panel under Saved segments.

To save a segment:

1. Click All or the desired smart list in the left panel.
2. Click More filters.
3. Select the desired filters, then click Apply.
4. Click Save segment.
5. In the pop-up window, name your segment, then click Save.

If you choose a smart list—Subscribers, Customers, Donors, or Members—in the left panel before applying search filters, the segment will only include users of that smart list who meet the search parameters. When you use the saved segment in the future, Filtered from appears under the segment’s name, to show which smart list your saved segment applies to.

Editing and deleting saved segments

To edit a saved segment:

1. Open the Profiles panel.
2. Click the name of the segment under Saved segments in the left panel.
3. Click Edit in the top-right corner of the panel.
4. Change the Filter by options, or click More filters to set the search parameters.
5. Click Save.

To delete a saved segment:

1. Open the Profiles panel.
2. Click the name of the segment under Saved segments in the left panel.
3. Click Delete in the top-right corner of the panel, then click Delete.

Accepts marketing

Customers with the Accepts marketing flag have subscribed to at least one of your Email Campaigns mailing lists. You can filter by this status to review all subscribers at once. The flag will disappear if they unsubscribe from one of your marketing emails, or you opt-them out. To check the mailing lists visitors are subscribed to, click their profile and view the details in the right panel.

Member Areas

When a user creates a Customer Account and purchases a membership to a member area, we automatically tag their profile with the Accepts marketing flag. You can then initiate Email Campaigns to communicate with all members in a member area.

Conversely, members of free member areas will receive an automated opt-in confirmation email after completing the sign-up process. They’ll need to click a link in this email to confirm their interest in receiving email communications. Doing so will tag their profile with the Accepts marketing flag.

Opt-out of marketing

Customers can unsubscribe from your mailing lists using the unsubscribe link at the bottom of any campaign. If a customer asks for your help to stop receiving marketing emails, you can use their profile to opt them out:

1. Open the Marketing panel, click Profiles, then click Subscribers.
2. Click the customer's email address.
3.  In the new panel, click Opt out of marketing.
4. In the pop-up message, click confirm.

To resubscribe, you can manually add them to a mailing list or they can resubscribe on your site.

Add tags

You can add internal tags to help organize profiles and make them searchable. For example, creating a tag for "Top100" to identify top customers, or "Vegan" to track dietary needs. Tags aren't visible to your customers or donors. You can create up to 250 unique tags. To add tags:

1. Click a profile.
2. Scroll down to Tags.
3. Enter a tag name.
4. Select an existing tag, or click the tag text to create a new tag.

To remove a tag from a profile, click the X on the tag.

To view and manage all tags:

1. Close the profile and click All in the left panel.
2. Click the … icon in the top-right corner
3. Click Manage tags.
4. Click the … icon beside the tag name.
5. To rename the tag, click Edit, enter the new name, then click Save.
6. To delete the tag, click Delete, then click Delete to confirm.

Add notes

Add internal notes to keep track of customer details, like special shipping requests, previous interactions, and other key details. Internal notes aren’t visible to your customers.

1. Click a profile.
2. Scroll down to Notes.
3. Click Add note and type your note.
4. Click Save.

To edit a note, click the … icon beside the note. Make the changes, and click Save.

Export profiles

At this time, it's only possible to export all profiles from the Profiles panel. To export all profiles to a .csv file:

1. Click All in the Profiles panel.
2. Click the … icon in the top-right corner of the panel.
3. Click Export all profiles.
4. Click Confirm.

It's not currently possible to export the saved addresses associated with profiles. If a customer has ordered a physical product from an online store, the last used address will be included in the .csv file.

Tip: Internal notes added to profiles aren't included in the exported .csv file.