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Customers & Marketing

Filter, segment, tag, and contact customers

Find the right audience using built-in segments, spend thresholds, subscription state, tags, and search.

Updated

On this page
Plan availability: Pro. The directory itself is Free. Manual Compose outreach and paid customer channels require Pro or the relevant paid entitlement. The active production feature matrix is authoritative if an administrator changes an entitlement.

Filter the directory

Open Customers and choose a segment such as All customers, Registered accounts, Guests only, Active in 90 days, Lapsed (90+ days), Repeat buyers, or Loyalty members. Add lifetime spend, email subscription state, tag, and text search filters.

Send a focused message

Use Email customer or the directory audience bridge to open Compose Email. For texts, use Compose Announcement.

Common problems

  • Push starts disabled for filtered audiences to avoid accidentally sending a broader push campaign.
  • Email and SMS delivery still require category-level consent.
  • Order-column outreach is disabled over the 500-order limit rather than silently truncating recipients.

Next steps


Keywords

customer segments, repeat buyers, lapsed customers, customer tags, audience, lifetime spend, outreach

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