Manage Your Customers

View your funnel customers

Funnelish offers two ways to view customers: a Global Customers tab to see all customers across your account in one place, and individual Funnel Customers pages to review, edit, or manage customers specific to each funnel.

You can now easily access funnel customers here:

Funnel customers.

• Click on the side dots to edit or delete a customer.

Edit/Delete customer.

More customer details

If you click on any customer profile, a side pannel will open up with all the customer's information (basic details, shipping & billing information, orders history, and meta information).

Account-wide customers

Go to the Funnelish main page and click Customers at the top menu bar to view all the customers who have purchased from all your funnels.

Review customer details

To learn more about the customer, click on any customer. A side panel opens and displays their personal details, shipping details and the customer's order history in the funnel.

Note Deleting a customer in this view does not delete the order from the funnel. Instead, the order is displayed with an Unknown customer.

Tags in Customers

You can also manage tags from the Customers page:

• Tags you’ve created in Orders or Customers can be applied to or removed from a customer directly.

Customers Tags.

• Automations can then automatically update these tags based on triggers like purchases, refunds, or leads.

For more details, see our Tags article.

Export Customers

To export your orders, click the Export customers button. Choose the type of data you want to export (by Date or All Customers) and then download the .csv file.

As the exported customers list is tracked account-wide it will not specify from which funnel they come from but we will be adding funnel customers later on.