What this helps you do

Find the right people, understand Upstorr’s customer labels, and safely act on several selected profiles.

Before you start

Open Customers. A lifecycle or RFM label is a shopping-history summary, not a promise about what a person will do next.

Steps

  1. Choose a tab such as All, New, Engaged, VIP, At Risk, Champions, or Email.
  2. Search by customer name, email, or phone number.
  3. Sort by name, email, phone, lifecycle, RFM, or joined date.
  4. Check the customer’s Status, Orders, Total spent, Lifecycle, RFM, and Contact consent columns.
  5. Select customer rows only when you need to save an exact group or remove profiles.
  6. Select Save group, give it a name from 1 to 120 characters, and save up to 1,000 selected customers.
  7. Use Delete only when those customer profiles truly need to be removed.

Understand the tabs

  • All: every customer profile in the store.
  • New: customers in the New lifecycle stage.
  • Engaged: customers who currently show active shopping engagement.
  • VIP: high-value engaged customers under the store’s calculated segmentation.
  • At Risk: previously valuable or engaged customers whose recent behaviour has weakened.
  • Champions: the strongest current RFM group based on recency, frequency, and spending.
  • Email: customers whose email marketing consent is on. It does not mean every email address is deliverable forever.

Choose which columns you see

Select Columns (the two-panel icon above the table) and tick or untick the columns you want. Customer always stays visible so you can identify each row. Hiding a column does not delete its data or discard unsaved edits.

Understand the columns

  • Status — Verified: the customer has verified their email. Pending means an entered email is not yet verified. No email means no email was saved.
  • Tags: labels saved on the customer, such as “VIP” or “Repeat buyer”.
  • Orders: number of orders connected to that customer.
  • Total spent: totals from eligible paid orders; unpaid or failed orders do not increase it.
  • Lifecycle: broad New, Engaged, VIP, or At Risk stage calculated from store activity.
  • RFM: a more detailed group based on how recently, how often, and how much the customer buys.
  • Contact consent: Email and WhatsApp badges show recorded marketing permission. No consent means no marketing channel is currently allowed.

A phone number or email address is contact information. It is not marketing permission by itself.

Save selected customers as a group

The quick Save group action creates a manual group containing the exact selected profiles. It does not keep adding future customers automatically. Use a rules-based customer group when membership should recalculate from conditions.

For example, select 25 people attending a private event and save them as “August event guests”. That group keeps those exact people until you edit it.

Bulk edit customer details

Staff with permission to manage customers can edit several profiles from the same table.

  1. Find the customers you need and scroll to load their rows.
  2. Select Bulk edit to open the full-screen editing workspace.
  3. Click or tap a name, email, phone, or tags cell and enter its new value. On desktop, drag across cells in the same column, then click a selected cell to enter one value for all of them.
  4. Select Save to apply the edits. Select Discard and confirm if you want to undo unsaved edits.
  5. Select Back to return to searching, switching tabs, sorting, and loading more customers.

For tags, separate labels with commas or vertical bars (|), such as VIP, Repeat buyer or VIP | Repeat buyer. Spaces around tags are removed; spaces between words are kept. Saving replaces the selected customers’ tags with that list; clearing the cell removes their tags.

Only the loaded rows are available in bulk edit. On a narrow screen, scroll the table sideways to reach email and phone cells. Contact consent, verification, spending, and shopping-history labels are not editable here.

Clearing a customer's email also removes their email marketing permission. The consent badge and Email count update after saving. If your editing permission changes while you are working, you can still discard your edits and exit bulk edit.

Two customers cannot share the same email address. If some saves fail, successful saves remain applied and failed edits stay available to correct or retry. Read the error before retrying. If someone else changed a profile while you were editing, discard the unsaved edits and exit bulk edit to load the latest details before trying again.

Delete selected customers safely

Deleting removes each selected customer account and profile. Their existing orders and other business history stay so past records remain understandable. Delivery addresses needed by orders stay with those records. The deleted profile’s cart and wishlist are removed, and its old sign-in session can no longer access the account. The operation can partly succeed: profiles successfully deleted remain gone while failed selections stay selected for review. If deletions fail, the alert shows how many profiles remain selected and each different reason once, without listing customer names.

If Upstorr says the customer has an older Digital purchase without independent email access, deletion is blocked to protect their downloads. Contact Upstorr support to resolve that access before deleting the profile.

What happens next

Search, tabs, and sorting change the visible list. A saved manual group becomes available for other supported customer-group selections. Deleted profiles disappear after Upstorr confirms each deletion.

Common problems

  • A customer is in an unexpected segment: Labels recalculate from eligible purchase history and are relative to activity in your store.
  • Save group is disabled: Select at least one customer, use no more than 1,000, and enter a name from 1 to 120 characters.
  • Email tab count is lower than expected: Only customers with recorded email marketing consent belong there.
  • Orders remain after deleting a customer: This is intentional; deleting the profile does not erase business history.
  • Some selected deletions failed: Successfully removed profiles stay removed. Review only the remaining selected profiles and retry after reading the error.