Find Your Top Customers
Home has no top customers card. You find your highest-value buyers under Customers, using its segments, and you compare customer value under Analytics.
On this page
Identifying which buyers are worth keeping is done under Customers in the sidebar. There is no top customers card on Home to read instead. This page covers how to pick your best buyers out of the list, how to save them as a group you can reach again, and which figures live in Analytics rather than here.
What the Customers page gives you
Click Customers in the sidebar. The page opens with a count of your whole base, a row of tabs, and a query panel above the table. The table itself starts with the customer, their email subscription and their WhatsApp subscription in view, which tells you how to reach people but nothing about what they are worth. Manage columns is where you fix that: Amount spent and Orders are both in there and neither is on to begin with, so turn them on before you try to judge anyone from this list.
The tabs each carry a live count, so you can read the shape of your base before you look at anyone in particular: All, New customers, Returning, Email subscribers, Has orders and No orders yet.
Tip: Read Returning against All first. Those two numbers give you a repeat-purchase rate. If very few customers are returning, that is the problem to work on first, before you spend effort on the few who already do.
Pick your best customers with a template
The query panel above the table is where the real work happens, and you do not have to write a query yourself. Select Templates and Tanqory opens a set of ready-made starting points, grouped by what you are trying to do, with the note that you pick a starting query and refine it into a segment. The group called Engage High-Value Customers is the one that answers this article.
| Template | Who it picks out |
|---|---|
| High Value Customers | Customers who have spent more than a set amount in total |
| VIP Customers | Top customers with high spend and frequent purchases, which is two conditions rather than one |
| High AOV Customers | Customers whose average order value is above a set amount, which finds big baskets rather than many small ones |
| Customers who placed a lot of orders recently | Frequency rather than value, for people who buy often |
| High spend customers with a recent purchase | High spenders who are still active, the group most likely to buy again |
| Customers who are likely to spend more | A predicted spend tier rather than what they have already spent |
Select Use Template on the one that fits and it fills the query panel in for you, ready to adjust before you apply it. Each template says how many filters it carries, so you can see how narrow it is before you use it.
A second group, Engage & Re-Engage Customers, covers the other end of the same question. It holds New Customers who signed up in the last thirty days, First Time Buyers with exactly one order. At Risk Customers have not ordered in ninety days but were active before, and Dormant Customers have been inactive for more than a hundred and eighty days.
Note: High value and high frequency are different questions and the templates keep them apart on purpose. A customer who spent a lot once is not the same as one who buys every month, and rewarding the first as though they were the second is how loyalty offers go to people who were never coming back.
Read one customer
Open any customer to see the figures you would judge them on in one place: Amount Spent, Orders, Customer since, Last order, an RFM group such as Prospects, and any Store credit they hold. RFM stands for recency, frequency and monetary value, which is the same three questions the templates ask, applied to one person instead of a group. Customer Detail Page goes through the rest of the page.
Save a group as a segment
A query you have refined becomes a segment you can keep, so the group updates itself as customers qualify or drop out rather than being a list you rebuild by hand. Customer Segments covers saving and editing one.
Compare customer value over time
For value and retention figures, such as how much returning customers spend compared with new ones, open Analytics in the sidebar rather than the customer list. Customer Insights and Returning Customer Rate cover those.
Tips
- Turn on Amount spent and Orders with Manage columns the first time you use this list, since the columns it opens with are about subscriptions rather than value.
- Save a segment for your best customers, so you can target them in a campaign.
- Use Analytics, not the customer list, when you want value and retention trends.
Next steps
Related articles
Still stuck?
- Ask Tanqory AIAsk in your own words. It answers from these articles and links the ones it used.
- Ask in your adminThe assistant in your Tanqory admin answers and makes the change for you once you confirm.
- Contact TanqoryWrite to our privacy, security or legal teams, or talk to sales about a plan or a move.