The Customers feature has been redesigned, bringing some changes to how you find, organize, and manage your customers. If you're used to Classic Customers, you may be wondering where some of your familiar tools and options have gone.
This guide breaks down what's changed, where to find familiar functionality, and how to accomplish common tasks in the new Customers experience.
Jump to a section: Finding Familiar Features | At a Glance | Search & Filtering | Tags | System Searches | Bulk Actions | Customer Details | How to Get Things Done | NiteSchool
Finding Familiar Features
Many of the tasks you performed in Classic Customers are still possible, but the tools and workflows may look a little different. Here's a quick guide to where you'll find familiar functionality in the new Customers experience.
| In Classic Customers... | In New Customers... |
|---|---|
| I used Customer Lists to organize customers. | Use Tags to organize customers into groups based on their interests, preferences, or other details you want to remember. |
| I used Default Lists to find certain customers. | Use System Searches to find customers based on predefined criteria. |
| I browsed my customer lists to find people. | Use the Search Bar, Advanced Search, or Saved Searches to find the customers you're looking for. |
| I wanted to find customers based on their activity or spending. | Use Advanced Search to filter customers by activity, spending, Value, and more. |
| I wanted to message or update multiple customers. | Select customers and use Bulk Actions to send messages, manage Tags, block customers, and more. |
| I opened a customer's Customer Details, and Contact History to review their previous interactions. | Open their Customer Details page to review activity, earnings, offers, Feedback, and history. |
The biggest difference? Instead of relying primarily on Customer Lists, you can now use searches and filters to find customers based on specific criteria. You can save searches to revisit them later, while Tags let you manually organize customers into your own groups.
At a Glance
Classic Customers focused primarily on contact history. The new Customers experience displays more information directly in your customer list, making it easier to review activity and spending without opening each customer's full record.
Classic Customers
New Customers
What's new: Customer information is now summarized in a single row, including Value, Activity, spending behavior, Tags, and earnings across multiple timeframes.
Search & Filtering
The new Customers experience is search-driven. Rather than browsing through static lists, you can use searches and filters to find customers based on who they are, how they've interacted with you, or how much they've spent.
Search Bar & Suggestions
Click into the search bar to see suggested searches like New, Repeat, or Lapsing. As you type, you'll also see matches for usernames, Tags, and Saved Searches.
Advanced Search
Use Advanced Search to combine filters like Value, Status, spending channel, activity, and Tags. For example, you can find customers who haven't interacted with you recently or customers who match specific spending criteria.
Saved Searches
Found a combination of filters you want to use again? Save your search so you can quickly return to it later. Unlike a manually maintained list, a Saved Search automatically updates its results as customers begin or stop matching your criteria.
Learn more in Organizing & Searching Your Customers.
Tags Replace Lists
In Classic Customers, you could organize customers using Customer Lists. In the new experience, Tags are the primary way to manually organize customers.
You can create Tags based on anything you want to remember, such as customer interests, preferences, or the type of interaction you've had with them. You can also assign multiple Tags to the same customer.
Classic Customers
New Customers
Not sure whether to use Tags or Saved Searches?
- Tags: Use these to manually organize customers based on interests, preferences, or anything else you want to remember.
- Saved Searches: Use these to revisit customers who match specific search criteria. Results automatically update as customer information changes.
- System Searches: These are built-in searches that help you find customers based on predefined criteria.
Unlike Classic Customer Lists, Tags don't create separate, static lists of customers. Instead, you can search or filter by a Tag to see everyone you've assigned it to.
Learn more in Using Tags to Organize Customers.
System Searches
System Searches replace the Default Lists you may remember from Classic Customers.
Instead of manually updating these groups, System Searches automatically show customers who match predefined criteria. As customer activity changes, the results update too.
Classic Customers
New Customers
Learn more in Organizing & Searching Your Customers.
Bulk Actions
Need to send a message or make changes to several customers at once? Bulk Actions let you do this directly from any search or filtered view.
Select the customers you want to update, or extend your selection to include all matching results, not just the customers currently visible on the page.
From the Bulk Actions toolbar, you can:
- Block or unblock customers
- Send individual or mass Chat messages
- Send NF Mail
- Add or remove Tags
- Set a custom Chat price for selected customers, or reset them to your default Chat price
Customer Details, All in One Place
Need to review a customer's history or see how much they've spent? Open their Customer Details page.
The Customer Details page is organized into four tabs: Overview, Offers, Feedback, and History. Together, these give you a more complete picture of your interactions with each customer.
Learn more in Customer Details.
How to Get Things Done
Still getting used to the new Customers experience? Here's where to start with some common tasks.
| I Want To... | Here's Where to Start |
|---|---|
| Find a specific customer | Enter their username in the Search Bar. |
| Find customers who haven't contacted me recently | Use Advanced Search to filter by customer activity. |
| Create a group of favorite customers | Create a Tag and assign it to those customers. |
| Find everyone with a specific Tag | Search or filter by that Tag. |
| Save a group of customers to revisit later | Create a Saved Search using your preferred filters. |
| Send a message to multiple customers | Select the customers and use Bulk Actions. |
| See how much a customer has spent | Open their Customer Details page. |
| Block or unblock multiple customers | Select the customers and use Bulk Actions. |
Want a Guided Walkthrough?
If you're still getting comfortable with the new Customers experience, check out our Customer Management course in NiteSchool!
Through four short video lessons, you'll learn how to find, organize, and manage your customers using the new tools. You can follow along at your own pace and revisit any lesson whenever you need a refresher.
Explore Customer Management in NiteSchool →
We know adjusting to a new way of managing your customers can take some getting used to. Whether you're trying to recreate a familiar workflow or explore the new tools, we're here to help!
If you have questions or need help finding something, Submit a Support Request and we'll be happy to point you in the right direction.