Search Customer Data via People Module

The People Module lets you search for customer data using their name, email, order ID, or phone number. Similar to platforms like Shopify, you can access order details, conversation history, and metrics such as revenue and average order value (AOV).

1. Access the People Module

Navigate to the People Module in Richpanel.

2. Search for Customer Information

Use the search bar to look up customer details using:

• Name
• Email
• Order ID
• Phone Number

3. View Customer Details

See key metrics such as:

• Revenue
• Average Order Value (AOV)
• Total Spent
• Order History

Click on the customer profile to view:

• Order history
• Conversation threads
• Contact information

4. Manage and Download Customer Info

• From the customer’s profile, you can track orders, view previous communications, start new interactions, and even download all customer information in CSV format.

On this page

• Search Customer Data via People Module
• 1. Access the People Module
• 2. Search for Customer Information
• 3. View Customer Details
• 4. Manage and Download Customer Info