View and Edit Customer Profiles - Customers & Contacts

View and Edit Customer Profiles - Customers & Contacts | AutoLetter Help Center

Each customer in AutoLetter has a detailed profile that bundles all relevant information in one place. From contact details to order history to sent letters -- here you will find everything you need to know about a customer.

To open a customer profile, click on the desired customer in the customer overview. The profile expands as an extended view showing seven sections you can review.

The contact details section shows the customer's basic information: name, email address, company, phone number, and birthday (if available).

Contact details are only manually editable for customers from CSV or API sources. Data from shop integrations like Shopify or Billbee is automatically synchronized and cannot be changed directly in AutoLetter.

Here you can see which data sources this customer came from. A badge is displayed for each source (e.g., "Shopify: My Store", "Billbee", "CSV Import"). A customer can come from multiple sources if AutoLetter has automatically merged the records.

AutoLetter distinguishes between three address types:

Delivery address -- The standard delivery address from the order data.
Billing address -- The billing address, if different.
Letter address -- The address to which AutoLetter sends letters. This is automatically derived from the best available address but can be manually adjusted for CSV/API sources.

Before creating a campaign, check whether the letter address is correct and complete. Incomplete addresses result in letters that cannot be delivered.

This section lists the customer's orders. By default, the last 10 orders are shown; older ones can be expanded. For each order, you see:

Order date
Order number
Order value
Number of items

Click on an order to view the individual products with SKU and product title.

The statistics tiles give you an overview of the customer's purchasing behavior:

Lifetime Value (LTV) -- The total revenue from this customer across all orders.
Average order value -- The mean value per order.
Total orders -- Number of all orders.
Average item count -- How many items the customer buys per order.

Here, the five most frequently ordered products by this customer are listed. This helps you understand the customer's preferences and target campaigns to their interests.

In the last section, you can see all campaigns this customer has participated in, as well as the individual letters:

Campaign name -- Which campaign the letter was sent in.
Cost -- What the individual letter cost.
Delivery status -- For example, "3/5 sent" for multi-part campaigns.
PDF preview -- Click the PDF button to view the sent letter.
QR scan date -- If the customer scanned the QR code on the letter, the date is shown here.

Use the campaign overview in the customer profile to check whether a customer has already been contacted before adding them to a new campaign.

If you want to edit customer data from CSV or API sources, you will find a detailed guide in the article on editing customer data.