# Customers

Follow these steps to manage your customers.

1. **Go to Customers** by navigating to Referral program > Customers.

<figure><img src="https://2542416993-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FbWGMufrTv5cry5wxEu35%2Fuploads%2FOCtj4ingQDz4RQARAYsQ%2Fimage.png?alt=media&#x26;token=58a55dd2-d505-4d6d-974f-58edaafb4697" alt=""><figcaption></figcaption></figure>

*1.1. Customers data table*

**Shopify status** will be synchronized with Customers in Shopify.

* Members are who had accounts on store
* Guests are who did not have accounts on store

**Successful referrals** are counted when referees used the referral discount code and purchased successfully.

**Referrer revenue** is the total amount spent by the referrer when placing orders using the reward they earned from the referral program.

**Referee revenue** is the total amount spent by the referee when placing orders using the reward they received from the referral program.

*1.2. Invite customers*

To invite customers join referral program, at the Customers tab > Invite > Select customers > Send invitation.&#x20;

<figure><img src="https://2542416993-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FbWGMufrTv5cry5wxEu35%2Fuploads%2FGi6coHGih4UWXvz0AxH4%2Fimage.png?alt=media&#x26;token=12ca7a4f-71f6-4479-936b-a48923be619e" alt=""><figcaption></figcaption></figure>

**Referral invitation email** will be sent when you click **Send invitation**.

1.3. Export customers

Click the Export button to have a CSV file about the referral program.&#x20;

<figure><img src="https://2542416993-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FbWGMufrTv5cry5wxEu35%2Fuploads%2FABaGsR9PrISTFZiODzcI%2Fimage.png?alt=media&#x26;token=62deb0fd-0865-4dfa-9de8-74ff0e7be04f" alt=""><figcaption></figcaption></figure>

Here is the CSV file of referral program:

<figure><img src="https://2542416993-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FbWGMufrTv5cry5wxEu35%2Fuploads%2FzGYgyZaEz6QTVb1Dg5gp%2Fimage.png?alt=media&#x26;token=360a4829-9dcf-4e91-8cfa-42057293e264" alt=""><figcaption></figcaption></figure>

<figure><img src="https://22817528-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FtkkbX601LQ1ILsWtAmvC%2Fuploads%2Fq5yrNVmKFCbfvFiP2akN%2Fexport%20customers.gif?alt=media&#x26;token=77824b34-9cc6-488a-9e4c-e7886a4d9e6d" alt=""><figcaption></figcaption></figure>

2. Click on one customer to view details

<figure><img src="https://2542416993-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FbWGMufrTv5cry5wxEu35%2Fuploads%2Fq9GxR0BZCp5jX5A82nrR%2Fimage.png?alt=media&#x26;token=e0811fc3-8c57-45c5-9fb4-fa1df9135edb" alt=""><figcaption></figcaption></figure>

*2.1. Click **View in Shopify** to view customer in Shopify admin*

<figure><img src="https://2542416993-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FbWGMufrTv5cry5wxEu35%2Fuploads%2F0LHjWNlFCWFZJKuI2BTS%2Fimage.png?alt=media&#x26;token=265568f9-dea7-44fc-9da9-48c26a5d1ef2" alt=""><figcaption></figcaption></figure>

*2.2. **Customer information** card include basic information of that customer. Program status includes:*

* Joined: when customer joined Referral program and had Referral link
* Not joined: when customer did not join Referral program and have Referral link

*2.3. **Referrals** card include:*

* Referral link: referees can receive rewards when enter referral link
* Total referees: the number of referees that the referrers have referred
* Successful referrals: the number of referrals marked as Completed
* Referral revenue: total amount of orders bought with discount code from referees

*2.4. **Activity**:*

* Referrals
  * Status:
    * Pending - referee has not ordered successfully with discount code
    * Blocked - referee is not valid and cannot be referred
    * Completed - referee has ordered successfully with discount code
  * Order total: the amount of that succesful order
* Rewards
  * Used - customer has ordered successfully with that discount code
  * Unused - customer has not ordered successfully with that discount code

    <figure><img src="https://2542416993-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FbWGMufrTv5cry5wxEu35%2Fuploads%2FIwzo212kjlGo5Aozfn4R%2Fimage.png?alt=media&#x26;token=c4e7fe28-29fb-48fb-8fcd-7c8cb63c8f66" alt=""><figcaption></figcaption></figure>
