Each Customer Record gives you a clear snapshot of a customer’s value, activity, and behavior so you can quickly decide how to prioritize your time.
Jump to a section: Value & Activity Chips | Activity Summary | Tags
Value & Activity Chips
On each customer record, you’ll see two chips next to the customer’s name. These give you a quick read on how valuable the customer is and how recently they’ve been active.
Customer Value (Left Chip)
The Value chip shows how much a customer has spent compared to your overall customer base over the past 365 days.
Highest (top 5%)
High (next 10%)
Medium (next 20%)
Low (bottom 65%)
$0 L365D (no spend in the last 365 days)
No Spend (brand-new or zero-spend customers)
Tip: In Chat, customer avatars are color-coded based on their Value tag. This makes it easy to quickly spot your highest-value customers at a glance while managing conversations.
Activity Status (Right Chip)
The Activity chip shows how recently a customer has engaged with you.
New (within their first 30 days)
Active (recently engaged)
Lapsing (engagement slowing down)
Lapsed (no recent activity)
One-Timer (one interaction, over 30 days ago)
Why it’s useful: Pairing Value with Activity helps you prioritize outreach. For example, a lapsing high-value customer is a strong opportunity to re-engage.
Activity Summary
The Activity Summary shows how a customer interacts with you and how recently.
- Main Spend: Where they spend most (Calls, Chat, Tributes, etc.)
- Contact Days Ago (Cntct Days Ago): Time since last interaction
- Last 90D $: Spend in the last 90 days
- Last 365D $: Spend in the last 365 days
- Lifetime $: Total earnings from this customer
How Contact Days Ago works:
- Updates when you message from Customers (Chat or NF Mail)
- Resets if the customer replies
- Does not reset unless the customer responds
Why it’s useful: Contact Days Ago gives you a consistent way to track engagement so you always know who to follow up with.
Tags
Tags help you quickly understand how customers are connected and what details you’ve chosen to track. Customer Records may display both System Tags, and Custom Tags.
System Tags are applied automatically based on customer activity, such as subscriptions or account status.
- Subscribers
- Pending Expiration
- Expired Subscribers
- Blocked
- Affiliate Referrals
Custom Tags are Tags you create and assign to track preferences, interests, or important details about a customer.
If a customer has multiple Tags, you may see a + number indicator. Click it to view all assigned Tags.
Customer Records give you a quick, practical view of each customer so you can decide who to prioritize, when to follow up, and how to personalize your outreach. The more familiar you are with these details, the easier it is to spot strong opportunities and stay organized.
Next, learn how to view and manage individual customer information in the Customer Details article.
If you need help understanding Customer Records, Submit a Support Request. We’re happy to help.