Customer Management
Customer Management
Customer management page
Customer Management (CRM) gives you complete visibility into your merchants, their subscriptions, and transaction
history - all synced from your Shopify Partner API.
Prerequisites
Before using Customer Management, you need:
1. Partner API Connected - Connect your Shopify Partner API
2. Initial Sync Complete - Wait for customer data to sync
If you haven't set this up yet, see Connect Partner API.
Accessing Customer Management
1. Go to My Apps and select your app
2. Click Customers in the sidebar navigation
3. Your customer database will load
Customer Database
Master Customer List
The main table shows all your customers with:
| Column | Description | | ----------- | ------------------------- | | Shop | Store name and domain | | Email | Contact
email address | | Status | Active, Trial, Cancelled | | Plan | Current subscription tier | | MRR | Monthly recurring
revenue | | Country | Store location | | Installed | Installation date | | Last Active | Most recent activity |
Table Features
- Sort: Click any column header
- Paginate: Navigate through pages
- Search: Find specific customers
- Click: View full customer profile
Filtering Customers
Filter Options
By Status
- Active customers (paying)
- Trial users
- Churned/cancelled
- All statuses
By Plan
- Select specific plan tiers
- Free vs paid
- Enterprise accounts
By Country
- Geographic filtering
- Regional analysis
By MRR Range
- Minimum MRR threshold
- Maximum MRR threshold
- Find high-value customers
By Date
- Install date range
- Last activity range
Combining Filters
Apply multiple filters to create segments:
- "Active customers on Pro plan in US"
- "Trial users installed this week"
- "Churned customers with MRR > $50"
Searching Customers
Real-time Search
Type to search across:
- Shop name
- Domain
- Email address
Results appear as you type with debounced performance.
Quick Lookup
Use search for:
- Finding a specific customer
- Looking up by domain
- Searching by email
Customer Profiles
Accessing a Profile
Click any customer row to open their full profile.
Profile Header
- Shop name and logo
- Current status badge
- Contact information
- Customer since date
Key Metrics Cards
- Current MRR: Monthly revenue from this customer
- Lifetime Value: Total revenue ever
- Days as Customer: Subscription duration
- Current Plan: Active subscription tier
Subscription Timeline
Visual timeline showing:
- Initial installation
- Trial start/end dates
- Plan activations
- Upgrades and downgrades
- Pauses or cancellations
- Reactivations
Click any event for details.
Transaction History
Complete payment record:
- Transaction date
- Amount charged
- Payment status
- Invoice links (when available)
Sort by date or amount, filter by status.
MRR Chart
Line chart showing:
- MRR changes over time
- Annotations for plan changes
- Visual indicators for upgrades/downgrades
Customer Segments
Pre-built Segments
VIP Customers
- High MRR (top 20%)
- Long tenure (>6 months)
- High engagement
At-Risk Customers
- Decreasing activity
- Failed payments
- Low engagement signals
Growth Prospects
- Mid-tier plans
- High engagement
- Upgrade potential
New Customers
- Recent installs (<30 days)
- Onboarding phase
Using Segments
Segments help you:
- Target communications
- Create custom offers
- Plan retention campaigns
- Identify upsell opportunities
Customer Analytics
Acquisition Metrics
- New customers today
- New customers this week
- Customer growth rate
- Acquisition trends
Retention Metrics
- Active customer count
- Retention rate
- Average lifetime
- Reactivation rate
Revenue Metrics
- Total MRR from customers
- Average MRR per customer
- Revenue retention rate
- Expansion revenue
Best Practices
Daily Tasks
- Check for new customers
- Review payment failures
- Monitor at-risk alerts
Weekly Tasks
- Customer health review
- Segment analysis
- Outreach planning
Monthly Tasks
- Cohort analysis
- Retention initiatives
- Expansion opportunities
- Win-back campaigns
Customer Success Tips
Do
- Review customer list weekly
- Proactively reach out to at-risk customers
- Celebrate customer milestones
- Segment for personalization
- Track customer feedback
Don't
- Ignore churn signals
- Treat all customers equally
- Only react to problems
- Miss payment failures
- Neglect long-term customers
Exporting Data
Export Options
Export customer data for:
- External CRM import
- Email marketing lists
- Custom analysis
- Reporting
Export Formats
- CSV download
- Filtered exports (current view)
- Full database export
FAQ
Q: How often does customer data sync? A: Daily automatic syncs. Manual sync available in Settings.
Q: Can I add notes to customers? A: Customer notes are on our roadmap. Currently, view-only.
Q: Why is a customer missing? A: Check if they're filtered out. Otherwise, wait for next sync.
Q: Can I email customers from Ranksy? A: Not directly. Export emails for your email marketing tool.
Q: How is lifetime value calculated? A: Sum of all successful transactions from this customer.
Q: Can I track customer health scores? A: Health indicators are shown based on activity and payment patterns.
Want to reduce churn? Use customer insights with Revenue Dashboard to identify patterns and improve retention.