Customers Admin - Revision history

OfferitMegan: /* Customer Details */

2013-07-16T20:21:18Z

‎Customer Details

2013-07-16T20:12:36Z

‎Customer Listings

2013-07-09T19:38:31Z

2013-07-03T20:10:17Z

2012-08-13T20:17:29Z

2012-08-13T20:14:36Z

2012-01-12T17:22:31Z

2012-01-12T17:20:52Z

2011-12-30T20:28:00Z

2011-12-27T19:07:29Z

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 * '''Name/E-Mail''' - the customer's real name will be displayed in the top row, and their e-mail in the bottom row
 * '''Offer/Landing Page''' - this displays which offer and affiliate landing page the user registered through
-* '''Commission/Affiliate''' - this displays which commission and affiliate the customer is associate with through [[Offerit]]
+* '''Affiliate''' - this displays which affiliate the customer is associate with through [[Offerit]]
-* '''Joined/Expired''' - this displays the customer's sale date in the top row, with when their customer record is set to expire on the bottom row.
+* '''Joined''' - this displays the customer's conversion date
 To the right of each [[Ct#Customer|customer]] are several action icons:

@@ Line 41: / Line 41: @@
 To add a new customer in the customers admin, click the "Add Customer" tab at the top of the page. For more information on this feature, please see our '''[[Offerit Add Customer]]''' wiki article.
-== Customer Listings ==
+<!-- == Customer Listings ==
-Your Customers Admin may list more [[Ct#Customer|customers]] than sales, because it also tracks [[Ct#Visitor|visitors]] that tried to join and failed. If you would only like to see customers that have signed up for a [[Ct#Offer|offer]], set the Status drop-down menu to Active. If you would like to see [[Ct#Customer|customers]] that attempted to sign up and failed, set the Status drop-down menu to. To see customers whose customerships expired or were canceled, choose "Inactive" from the Status drop-down menu.
+Your Customers Admin may list more [[Ct#Customer|customers]] than sales, because it also tracks [[Ct#Visitor|visitors]] that visited your pages but failed to fully convert. If you would only like to see customers that have completed an [[Ct#Offer|offer]], set the Status drop-down menu to Active. If you would like to see [[Ct#Customer|customers]] that attempted to convert and failed, set the Status drop-down menu to ......
-<!-- If you need help, please
+ If you need help, please
 [http://clients.offerit.com put a ticket in our system] and one of
 our techs will help you. -->

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 * '''Transaction Info''' - Search by subscription ID, transaction ID, join IP, and transaction type (ex. sale, continuity, void etc).
 * '''Offer Info''' - Search by offer or landing page
-* '''Affiliate Info''' - Search by username, commission, affiliate ID, [[Getting_The_OfferitCode|Offeritcode]], and SubID
+* '''Affiliate Info''' - Search by username, commission, affiliate ID, [[Offeritcode]], and SubID
 * '''Date Range''' - Select what dates/time periods to pull customer results from. This can be defined by the available drop-down menu (All Time, Today, This Week, etc.), or by a [[Offerit Freeform Date|Freeform Date]].

← Older revision		Revision as of 20:17, 13 August 2012
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	__TOC__		__TOC__
−
−
	The ''Customer Search'' section allows you to find specific [[Ct#Customer\|customers]] by using parameters such as Customer ID, username, e-mail, address, name, country, etc. Using the search function lets you narrow down your customer list through specific factors.		The ''Customer Search'' section allows you to find specific [[Ct#Customer\|customers]] by using parameters such as Customer ID, username, e-mail, address, name, country, etc. Using the search function lets you narrow down your customer list through specific factors.

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 The [[Offerit]] Customers Admin allows you to search for a specific [[Ct#Customer|customer]], manage your customers, edit their information and permissions, and look up information and histories of their subscriptions and actions.
 __TOC__
-[[File:Admin_Customers_Admin.png|900px|Customers Admin]]
 The ''Customer Search'' section allows you to find specific [[Ct#Customer|customers]] by using parameters such as Customer ID, username, e-mail, address, name, country, etc. Using the search function lets you narrow down your customer list through specific factors.

← Older revision	Revision as of 20:10, 3 July 2013
(No difference)

← Older revision		Revision as of 17:22, 12 January 2012
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	[http://clients.offerit.com put a ticket in our system] and one of		[http://clients.offerit.com put a ticket in our system] and one of
	our techs will help you. -->		our techs will help you. -->
−	~~== Logging Customer Access ==~~
−	~~The [[Offerit Customer Logging]] article describes keeping a log of customer logins.~~

@@ Line 10: / Line 10: @@
 The ''Customer Search'' section allows you to find specific [[Ct#Customer|customers]] by using parameters such as Customer ID, username, e-mail, address, name, country, etc. Using the search function lets you narrow down your customer list through specific factors.
-As of [[Offerit]] version 4.0.74.1, the Customers Admin now offers Basic and Advanced search forms. The basic for allows you to search by Username, E-Mail, Customer ID, and Status (never joined, active, inactive, all). The Advanced Search Form offers a much wider variety of parameters to search by. These categories include:
+The Customers Admin now offers Basic and Advanced search forms. The basic for allows you to search by Username, E-Mail, Customer ID, and Status (never joined, active, inactive, all). The Advanced Search Form offers a much wider variety of parameters to search by. These categories include:
 * '''Customer Info''' - Search by basic customer information, such as username, e-mail, login IP, address, status, customer ID, etc.