Whenever a customer purchases a subscription, a customer account is created to make it easier for them to manage their subscriptions. Customers can manage their subscriptions through the customer portal, but they may also contact you to make changes.
In this guide, you will learn how to manage customers in Subamplify in a variety of ways.
Manage your customers
The Subamplify dashboard provides a convenient way to manage all of your customers in one place. The customer section lists all customers who have placed an order through your Shopify store, allowing you to view each individual customer and their subscription details.
With this feature, you can easily see which customers have active subscriptions, when their next payment is due, and what products they are subscribed to. You can also update customer information, such as their billing and shipping address, and view the history of their orders.
Open your Subamplify dashboard
Click the side menu item Customers
Click the magnifying glass icon to view details about individual customers
View customer details
The Customer details page streamlines the management of customer profiles and subscriptions by providing a centralized location for all relevant information. The page showcases the customer's active and inactive subscriptions, recent and upcoming orders, payment details, and a comprehensive timeline of all events related to their account, making it effortless to navigate the customer's profile.
The following information can be found on the customer details page:
First time they purchased
Currently active subscriptions
Their unique Shopify customer ID
A list of upcoming orders
A list of recent orders
Furthermore, you can view the customer inside the Shopify dashboard simply by clicking the View in Shopify in the top right hand corner.
You can find out information on your dedicated customer portal here.
You can search customers within your dashboard by email, simply enter the full address and the results will filter with exact results.