# Customers

## Customers **Table**

The **Customers Table** page provides a centralized view of all users associated with your referral program. It allows you to monitor participation, track referral performance, and manage customer statuses.

<figure><img src="/files/ES9Aj9gb59KYelKwOBDW" alt=""><figcaption></figcaption></figure>

### 1.  Table

The customer table is the main component of this page. It displays all customers and their referral activity.

| Field                    | Description                                         |
| ------------------------ | --------------------------------------------------- |
| **Customer**             | Customer name or email                              |
| **Shopify status**       | Customer status in Shopify (e.g. Guest, Registered) |
| **Program status**       | Referral program status (Joined / Not joined)       |
| **Successful referrals** | Number of successful referrals (completed orders)   |
| **Referral invites**     | Number of invites sent                              |
| **Referrer revenue**     | Revenue generated by the referrer                   |
| **Referee revenue**      | Revenue generated by the referee                    |
| **Created at**           | Date the customer was created or joined             |
| **Action**               | View detailed referral information                  |

### 2. Customer Filters (Tabs)

Use the tabs to segment customers by role and status:

* **All customers**\
  Displays all customers
* **Referrer**\
  Customers who have joined and can refer others
* **Referee**\
  Customers who were referred
* **Referral completed**\
  Referrers with at least one successful referral
* **Not joined**\
  Customers who have not joined the referral program

### 3. Search

Use the search bar to quickly find customers:

* Search by **email address**
* Useful when working with large customer lists

### 4. Actions

#### Invite Customer

* Click **Invite** to invite customers to join the referral program
* Common use cases:
  * Activate customers as referrers
  * Increase program participation

<figure><img src="/files/SYvCCPutMthVZteYbqyG" alt=""><figcaption></figcaption></figure>

#### Export Data

* Click **Export** to download the customer list of current tab
* Useful for reporting or external analysis

***

## Customer Details

The **Customer Details** page provides a comprehensive view of an individual customer's referral activity, including referred users, rewards, and performance metrics.

<figure><img src="/files/epjt7bOQ7KbhAcZMTnUo" alt=""><figcaption></figcaption></figure>

### 1. Page Structure

The page is divided into the following sections:

* Referee List
* Referrer Rewards
* Customer Information
* Referral Summary

***

### 3. Referee List

Displays all customers referred by this user.

| Field               | Description                                           |
| ------------------- | ----------------------------------------------------- |
| **Referee**         | Email of the referred customer                        |
| **Date created**    | Date the referral was created                         |
| **Referral method** | Method used for referral (e.g. Code, Link)            |
| **Used**            | Referral usage status (Unused / Completed)            |
| **Coupon code**     | Associated referral coupon code                       |
| **Order ID**        | Order linked to the referral                          |
| **Revenue**         | Revenue generated from the referee                    |
| **Status**          | Current status of the referral (e.g. Active, Expired) |

#### Notes

* A referral is marked as **Completed** when the referee finishes a valid order
* Revenue is recorded only after a successful conversion
* Expired referrals are no longer eligible for rewards

***

### 4. Referrer Rewards

Displays rewards earned by the customer from successful referrals.

| Field            | Description                              |
| ---------------- | ---------------------------------------- |
| **Reward type**  | Type of reward (e.g. Coupon)             |
| **Rewards**      | Reward identifier (e.g. coupon code)     |
| **Date created** | Date the reward was issued               |
| **Used**         | Whether the reward has been used         |
| **Order ID**     | Order where the reward was applied       |
| **Revenue**      | Revenue associated with the reward usage |
| **Status**       | Reward status (e.g. Active, Expired)     |

#### Notes

* Rewards are generated only after successful referrals
* Rewards may expire if not used within a defined period

***

### 5. Customer Information

Displays basic information about the customer:

* **Name**
* **Email**
* **Program status** (e.g. Online store / Joined status depending on configuration)

You can also click **View in Shopify** to open the customer profile in Shopify.

***

### 6. Referral Summary

Provides a quick overview of the customer's referral performance:

* **Referral link**\
  Unique link used to invite others
* **Referral code**\
  Code that can be shared manually
* **Referral invites**\
  Total number of invitations sent
* **Successful referrals**\
  Number of completed referrals
* **Referral revenue**\
  Total revenue generated from referrals

***


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