Customer Lookup and Sorting

Find a customer record for detail on their transactions, and sort results to view records according to performance metrics

The Lookup feature in Retail Toolkit brings even richer detail about a particular customer’s activity, with the ability to sort by various KPIs to elevate your best customers.

  • First, navigate to Customers -> Lookup and locate the search field at the top of the page. Enter a customer’s first and/or last name to bring up a list of customers matching the search terms. Leaving this field blank will populate the list with all customers, or you can use the Segment drop-down to view all customers within a pre-built segment.
  • In the results, you can see the matching customers’...
    • First Name

    • Last Name

    • Email Address

    • Total Spend

    • # of Purchases

    • Average Transaction Value (ATV)

    • Rewards Membership Status

    • View Profile Button

  • Any of these columns can be sorted to see, for example, the customers that have spent the most in your store in total, visited most often, or that spend the most each time they visit.
  • The last column’s button, View Profile, opens that customer’s profile page for even more detail.