Customers
Browse and manage your customer base, view balances, and filter by loyalty segment.
The Customers section gives you a view of everyone who has joined your loyalty program. You can search, filter by segment, and view individual customer details.
Customer list
The list shows each customer's name, email, current points/stamp balance, total transactions, birthday, last visit, and loyalty segment. Use the search bar to find a customer by name, email, or phone number.
Filters
Beyond search, you can narrow the list by:
- Segment — any of the RFM segments below.
- Birthday — this month, the next 7 or 30 days, or a specific month. Perfect for birthday campaigns.
- Inactivity — customers with no visit in the last 15, 30, 60 or 90 days, ideal for win-back.
The Last visit column shows when each customer last transacted ("visited today", "visited N days ago", or "never visited").
Export to CSV
Click Download CSV to export the list. The export honors your active filters and includes the standard columns (name, email, phone, points/stamps, birthday, last visit, days since visit, joined date) plus any custom fields from your enrollment form.
RFM segments
Xtarly automatically classifies your customers into segments based on their purchase behavior using the RFM model (Recency, Frequency, Monetary):
| Segment | Description |
|---|---|
| Champions | Bought recently, buy often, and spend the most. |
| Loyal | Buy regularly and respond well to promotions. |
| At Risk | Previously active but haven't visited recently. |
| Lost | Have not made a purchase in a long time. |
| New | Made their first purchase recently. |
Customer detail
Click on any customer to see their full profile:
- Contact information (email, phone)
- Current points and stamps balance
- Tier (if your program uses tiers)
- Complete transaction history
- Joined date