This article provides a basic overview of Customers in Offset, including how to create and edit customer accounts, as well as filtering and searching options. By reading this article, you should be able to understand what actions you can take on the Customer Page and on Individual Customer Accounts. Additionally, you should gain a better understanding of how to create, edit, and filter customer accounts.
Overview of the main Customers Page
The main Customers Page provides a complete view of everyone who has been added to your list. This list shows a few quick stats, such as the number of provided customers, how many people have purchased, and how many new sign ups you have received.
From the main Customers Page, you can:
See a sortable, searchable list of all customer accounts.
View key information, including account status, joined date, name, location, email, customer type, source, referral, lifetime value, and credits
Use filters to refine your list by customer type, tag, account status, etc
Add new customers manually
Access individual customer profiles for full history and management
Access other customer pages such as the Inactive Tab, Recent Logins, Bounced Emails, Birthdays, and Tags
Sync to your integrations such as Campaign Monitor, Klaviyo, or SlickText
Export Customer Data, including your full customer list or active members only
Import Customer Data, for new customers or to make edits to customer accounts. See Importing Customers to Offset Commerce for more information on importing customers
Action Options:
Select all customers, or just the few you want to manage, using the checkbox next to customer names
Select Choose an Action:
Export customer data for the selected customers
Move or add customers to groups
Sync to your integrations
Select Bulk Edit:
Add Tags in Bulk
How to Filter and Search Customer Accounts
On the main Customers Page, Offset includes robust filtering tools so you can quickly find who you’re looking for.
This is where you will add your filter options
Customer Filter Options:
Dates: You can filter by Sign Up Date, Most Recent Order Date, and First Purchase Date
Customer Tags: Custom labels added to segment customers (e.g., “VIP”, “Net Terms”, “Wine Club”)
Customer Service Rep: If a customer has a designated rep, you can filter to see all accounts assigned to this specific rep
Contact preferences: Filter customers based on their communication preferences to see if they want to receive emails or text
Keyword Search: This feature allows you to filter results by keywords, such as customer name, email, or customer ID
Location: Filter by Shipping State, Billing State, or a mile radius around a specific zip code
Status: Identify the customer by status. Either Active or Inactive
Source: How the customer originally signed up, such as Web, Tasting Room, etc
Products Purchased: Find customers based on products they have or have not purchased
Lifetime Value: Set a minimum and/or maximum threshold to filter by customers' total lifetime spend
Groups: Filter by the customer's current assigned Group
Clubs: Filter by the customer's current Club membership
Subgroups: Filter by subgroup, if added
Customer Type: Find customers by type, such as Mailing list, Waiting List, Allocation, Retail, etc
Score: If a customer has a score listed, you can filter by it here
You can combine multiple filters to narrow results. These tools are particularly useful when managing large customer lists or preparing lists for targeted outreach or reporting purposes.
NOTE: You can save filters for future use by adding a name to the filter.
How to Create a New Customer Account
You can create new customers from multiple places in Offset. You can do this on the Dashboard, when creating an Order, or on the main customer page. The most common method is directly from the Customers page.
Navigate to Customers
Click the New button in the top-right
Fill in the required fields:
First and last name
Email address
Optional fields: birthday, acquisition information, mailing address, phone number, group assignment
Click Save
Once created, the customer will appear in your customer list and can be selected when placing orders, managing allocations, or managing clubs.
Customer Account Overview
Within each customer’s profile, you can take a range of actions to support your sales and support workflow:
Create new orders (Open or Allocation orders)
View complete order history with a detailed status breakdown
View Pending Orders, Wish Requests, Appointments or Referrals if applicable
View Club History, including Active Memberships and Cancelled Memberships. You can also add customers to clubs here
Edit addresses or set default billing/shipping addresses
Apply or remove tags to aid in filtering
Leave internal notes for your team (e.g., payment preferences, do-not-ship flags)
Adjust account settings such as customer preferences,
View Transactional and Marketing emails that have been sent to the customer.
Manage customer credits
From the Action Menu
Add To Do or Note
Reset Password
Resend Welcome Emails
Export Contact
On customer accounts, there are a variety of options available for you.
How to Edit a Customer Account
To update customer information:
Find the customer using search or filters
Click their name to open the Customer Details page
Click Edit at the top of the page
Update any fields — name, email, address, phone number, etc.
Click Save Changes
To update shipping or billing details:
Navigate to the Customer Details page
Scroll down to Shipping
Select Add Address to add a new address
Select Edit to edit an existing address
Scroll down to Billing
Select Add Card to add a new card
Select Edit to edit an existing card. For reference, only a billing address can be edited on an existing credit card. Card payment details cannot be modified.
NOTE: All changes will take effect immediately and apply to any new orders placed. Existing orders are not retroactively updated unless edited manually.