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Filtering customers

To filter your customer list, click 

  • Customers in the left hand menu
  • Click on the filter options to expand that section and set filter parameters

The customer list will automatically update as filter options are set


To select all of the customers in a filtered list, click on the very top checkbox (to the left of 'First name'). You can then use the buttons to perform various actions such as:

  • Export the filtered list as a csv file
  • Merge the customers
  • Add the customers to a Segment
  • Send them an SMS
  • Send them an Email
  • Archive them
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