Note: While our most popular guides have been translated into Spanish, some guides are only available in English.

The Profiles panel

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. In the Home Menu, click Profiles.
  2. Click All.
  3. Sort the list by details like name and email address.
  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 see an overview of their engagement with your site.
  6. Click a card to see their customer, donor, or subscriber details.

Profiles_Card.png

Click a profile type—Customers, Subscribers, Members, and Donors—in the left panel to see all profiles in a specific category. To use one of your saved searches, click a segment name under Saved Segments.

Tip: It’s not possible to delete profiles.

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 the Order or Recurring tabs to see 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.

Subscriber profiles

To see 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.
  4. Click a subscriber, then click Subscriber details to see:
  • 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.

Donor profiles

To see 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 see:
  • 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 see 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 see:
    • 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.

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 profile type 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 profile type—Subscribers, Customers, Donors, or Members—in the left panel before applying search filters, the segment will only include users of that profile type 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 profile type your saved segment applies to.

Editing and deleting saved segments

To edit a saved segment:

  1. In the Home Menu, click Profiles.
  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. In the Home Menu, click Profiles.
  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 see all subscribers at once. It’s not possible to remove the flag for customers, but the flag will disappear if they unsubscribe from one of your marketing emails. To see 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.

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.
Tip: Internal notes added to profiles aren't included in the exported .csv file.
Was this article helpful?
34 out of 46 found this helpful