How To Find A Customer

How To Find A Customer

You can easily find any customers by applying a filter on the customer list page. Below are the steps:

Step 1. Login To AiTrillion.

Step 2. Go to Email Marketing > Audience > All Contacts.


 

Step 3. Click on Add filter link.

 

You can search in many ways like by first name, last name, email, and many more.

 

Step 4. Filter using the First Name:

Step 4.1. Click on First Name.

 

Step 4.2. Select an option by which you want to filter the customers.

 

Step 4.3. Fill the value in the field and click on Done.

 

Step 4.4. Click on the Run Filter button.

 

The results will be shown below in the list.

 

You can reset the filters by clicking on the Clear Filter button.

 

You can follow the same process with other filters as well.

Note: If you want to filter the customers using an email address then you need to search with the exact value.

Step 5. Filter using the email address.

Step 5.1. Click on Email.

 

Step 5.2. Choose the required option.

 

Step 5.3. Fill the exact value (full email) and click on Done.

 

Step 5.4. Click on the Run Filter button.

 

The results will be shown in the list below:



    • Related Articles

    • Assigning Loyalty Points Based on Customer Tags in AiTrillion?

      Introduction Learn how to enhance your customer loyalty program by assigning loyalty points based on customer tags in AiTrillion. With this feature, you can reward customers for specific behaviors or characteristics associated with their tags. Simply ...
    • How to manually adjust Customer’s Loyalty Points?

      Introduction In this article, we'll delve into the process of manually adjusting customer loyalty points within your AiTrillion platform. Here are the steps to manually adjust Customer’s Loyalty Points -: Step 1. Under Loyalty Rewards go to Members ...
    • How To Find Product ID

      Introduction In this guide, we'll explore the steps to locate the Product ID within your e-commerce platform. Follow below steps to Find Product ID Step 1. Login to Shopify admin. Step 2. Go to Products from the left sidebar. Step 3. Click on the ...
    • How To Find Shopify Product ID Number?

      Follow the below steps to find the product id of any specific product in Shopify – Step 1. Log in to your Shopify account. Step 2. Navigate to the Products. Step 3. Click on the product whose product ID is required. Step 4. Copy the Product ID from ...
    • View Customer Tags

      Follow the steps below to view customer tags: Step 1. Log in to AiTrillion. Step 2. Go to Customer Insights. Step 3.Click on the Timeline for the customer whose tags you want to see. Step 4. A new screen will open where you will be able to see the ...