View a Customer's Order History and Campaign Participation - Customers & Contacts

View a Customer's Order History and Campaign Participation - Customers & Contacts | AutoLetter Help Center

In the customer profile, you will find two important sections that show what a customer has ordered and how they responded to your letter campaigns: the order history and campaign participation. Together, they give you a complete picture of the customer relationship.

The "Orders" section in the customer profile lists all of this customer's orders chronologically. By default, the last 10 orders are shown. If a customer has more orders, you can expand the view to see them all.

Each order shows four key data points:

Date -- When the order was placed.
Order number -- The order number from your shop system.
Amount -- The total value of the order.
Item count -- How many items were included in the order.

Click on an order to view the individual products. For each product, the following is displayed:

SKU -- The stock keeping unit of the product.
Product title -- The full product name.

The product details help you target campaigns to specific product categories. If you see that a customer frequently purchases certain products, you can plan matching cross-selling campaigns.

For customers imported via Shopify, AutoLetter shows additional information about abandoned and recovered carts:

"Abandoned" (gray badge) -- The customer filled a cart but did not complete the checkout.
"Recovered" (green badge) -- The customer completed a previously abandoned checkout and placed the order.

These badges appear directly next to the respective order and give you valuable insights into purchasing behavior.

The abandoned checkout detection is a Shopify-exclusive feature. For other data sources (Billbee, CSV, API), this information is not available.

Below the order history, you will find the "Campaigns & Letters" section. Here you can see which letter campaigns this customer participated in and the delivery status.

Campaign name -- The name of the campaign in which the letter was sent.
Cost -- The cost for printing and sending this letter.
Delivery status -- Shows the progress for multi-part campaigns, e.g., "3/5 sent" means three of five planned letters have already been sent.

For each sent letter, you can open a PDF preview. Click the PDF button next to the letter to view the actual sent content. This way, you can always verify what the customer received.

If your letter contained a QR code and the customer scanned it, the scan date is displayed in the campaign overview. This is a direct indicator that the customer read your letter and responded to it.

Combine the information from order history and campaign participation to evaluate the success of your letter campaigns. Did a customer place a new order after receiving a letter? The timing between letter delivery and the next order gives you insight into effectiveness.

Review order history

Open the customer profile and scroll to the "Orders" section. Check when the last order was and how frequently the customer buys.

Check campaign participation

Scroll further to the "Campaigns & Letters" section. Make sure the customer has not been recently contacted before adding them to a new campaign.

Evaluate QR scans

Check whether the customer responded to previous letters. Customers with QR scans are particularly receptive to direct mail campaigns.