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The Customers landing page is your first stop for finding a customer or actioning a queue.
Customers landing page with Actions, Needs attention panels and a Role filter chip

The Customers landing page with a Role filter applied

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Top-of-Page Panels

Three cards sit above the table.
  • Actions. Three shortcuts: review attention, upload customers, enrol customer. The shortcuts mirror entries elsewhere in the app so you don’t have to remember where they live.
  • Needs attention. The first three customers with an open signal. Click any name to jump straight to their profile, or Review all to open the filtered list.
  • Pending Rewards or Performance. If you have rewards waiting on a manual decision, this card lists the first three with a link to Review all (Pending Rewards queue). If your queue is empty and you have reporting access, the card flips to a Performance view summarising your selected metrics so the space stays useful.
The search box (top right) matches against name, email, customer ID, and share link. It’s a prefix-and-substring match, so wendy, wend, or endy will all surface Wendy Recent.

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Filter

Click Filter to open the filter picker.
Filter popover showing Role and Needs attention as the two available filters

Filter picker with Role and Needs attention options

Two filters are available today. Active filters appear as chips below the Filter button. Click the chip’s value to change it, or the × to remove it. Clear all removes every filter at once; pressing Esc twice does the same.
Role chip with the dropdown open showing All, Referrer, Referee with a search box at the top

Role filter chip expanded showing the three values

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The Table

Row showing Wendy Recent with an orange Needs attention pill in the rightmost column

Row with a Needs attention pill

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Row Actions

The … menu at the right of each row exposes the three actions you can do without opening the profile.
Row overflow menu with View profile, Enrol in campaign, and Purge data options

Row overflow menu

For anything else (turn emails off, block a customer, move between campaigns), open the profile first.

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Customer Settings

The gear icon in the top right opens Customer settings. Those rules control data retention and when dormant customers can claim a fresh referee reward.

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Pagination

Ten rows per page. The footer shows “Viewing 1-10 of N customers” with Previous / Next buttons. If you’re looking for someone specific, search before you paginate.
The total in the footer is always the total number of customers in your account, not the number that match the current filters. The visible rows do reflect filters, the count doesn’t.
Last modified on July 12, 2026