Mark Customers as Active or Inactive | Manage Member Status in AiTrillion

Mark Customers as Active or inactive

Introduction:

Inactive customers are those who will not be counted in the AiTrillion billing and will not be a part of your AiTrillion system, including email, SMS, or Web Push. However, a purchase by an inactive customer will reactivate them in AiTrillion.

Info
Note: Inactive customers are not charged by AiTrillion, however, if they engage with the store and the plan is based on Active customers, they become active customers again.
  1. Automatically marking process, the customers will automatically be marked as active if there is any engagement by the customers with the store.
  2. Using domain suppression settings
  3. Import CSV Method

Automatic Marking Process (Single customer/Select all customers)

Step 1. Go to the Customers panel.



Step 2. Choose the customer you want to activate/deactivate, and then click on Action, choose the appropriate action from the Actions menu






If you want to select all, click on the tick mark before the full name



Automatic Marking Process (In Bulk).

Step 1. Go to the Customers.



Step 2. Choose the customers you want to activate/deactivate, and then choose the appropriate action from the Actions menu

Step 3. You will then see a prompt to confirm. Simply say yes.

Domain Suppression Settings

You can easily mark customers inactive based on their domain in the email, such as (@domain.com).
e.g. if you don’t want to send emails to all customers from (amazon.com) or (ebay.com). You can suppress (amazon.com) or (ebay.com) domains.

Step 1: Log in to AiTrillion.


Step 2. Go to Email Marketing > General Settings

Step 3. Enter the domain you wish to suppress, and click on Save.

Remember to enable the “Send mail to accept marketing” setting to send emails to only those customers who accept marketing. Keep it disabled to send emails to all customers, excluding inactive customers.

Import CSV Method

If you have a list of customers you want to deactivate in AiTrillion, follow the steps below.

Step 1: In your customer CSV file, add a new column named “Customer Status” along with email and other details. In this column, type "inactive" for every customer that you want to mark as inactive.

Step 2: Go to Customers > Import

Step 3: Click on the Upload CSV button in the top-right corner of the screen.

To import a CSV, you have to follow the steps below:

A. Import contacts and enter the required details. After following the instructions, click on the NEXT button to proceed.

B. After proceeding to step 2, map the columns available in the CSV file and click on the Next button to proceed.

Note: File columns can be customized for mapping using Custom Fields.

For guidance, Click Here.

While importing CSV, map the “Customer Status” column with the “Customer Status” field.

Once the process is complete, you can check the inactive or active customer lists on the customer list page by applying the customer status filter.

    • Related Articles

    • What are active customers in AiTrillion?

      Introduction This article will help you with the definition of active customers in AiTrillion. What are active customers? Active customers on your AiTrillion accounts are all those customers to whom you want to send notifications via Email, SMS, and ...

    • Check how many customer are active or inactive in your account

      Introduction Understanding whether your customers are active or inactive is key to personalizing marketing, improving engagement, and driving repeat sales. AiTrillion makes it easy to identify customer activity based on their interactions, such as ...

    • How Does AiTrillion Determine “Customer Count” For Billing Purpose?

      Our billing system runs on two concepts of customer definition & we are flexible based on your perception of customers & subscribers. Consider the following two cases & you can select any one of them for your billing calculation definition of ...

    • Common Reasons for a Reduced Audience Fetch Count while sending the email campaign

      Introduction When sending an email campaign, you may notice that the total number of contacts fetched for your audience is lower than expected. This usually happens due to specific conditions applied during campaign setup. This article outlines the ...

    • Block customers in AiTrillion by domain or email using a list

      Introduction To maintain the integrity of our platform and prevent unauthorized access or misuse, it is necessary to restrict certain users. This functionality allows us to block customers associated with AiTrillion by identifying and filtering their ...