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Customer List

The Customers List section allows you to search for a specific customer, manage your customers, edit their information and permissions, and look up information and histories of their subscriptions and actions.

Searching Customers

The search form allows you to find specific customers by using parameters such as Customer ID, username, e-mail, address, name, country, etc. The form has Basic and Advanced views.

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. Parameters in this view are grouped in the following categories:

  • Customer Info - Search by basic customer information, such as username, e-mail, login IP, address, status, customer ID, etc.
  • Mailings - Search by custom fields.
  • Transaction Info - Search by subscription ID, transaction ID, join IP, and transaction type (ex. sale, continuity, void etc).
  • Offer Information - Search by offer or landing page.
  • Affiliate Info - Search by username, commission, affiliate ID, Linkcode, and SubID
  • Advertiser Info - Search by username, advertiser ID.
  • 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 Freeform Date.

Customer Information

When you generate a search, the data table will display information about each matching customer which includes:

  • Customer ID - the ID number that Trackfinity automatically assigns to a new customer
  • Username/Password - the customer's username will be displayed in the top row, and their password in the bottom row
  • 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
  • Affiliate - this displays which affiliate the customer is associate with through Trackfinity
  • Joined - this displays the customer's conversion date

Customer Management

Several actions are possible for each listed customer:

  • View Customer Details - displays the customer's details, including the customer's referring affiliate, subscriptions, and visitor actions.
  • Edit Customer Details lets you change the customer's recorded personal details, including their password and account status
  • Export Customer - download customer data in JSON format.
  • Lock Customer - if locked, customer information can't be edited, can still be updated based on posts from advertiser.
  • Delete Customer - lets you delete a customer.

Adding Customers

You can add new customers by clicking the Add Customer button at the top of the page and filling in the customer information in the displayed pop-up.

This is useful in case a transaction is not processed properly, or if your add user posts are not properly sending.

Downloading data

You can download the stats generated from your search criteria in CSV format. To do that use the Full CSV Dump button at the top of the page.

The section also offers an E-mail Dump feature. This will only obtain dumps of customers' e-mail addresses, an additional dump statistic, through the customer search form.