The Customer Overview: All Customers at a Glance - Customers & Contacts

The Customer Overview: All Customers at a Glance - Customers & Contacts | AutoLetter Help Center

The customer overview is your central hub for all customer data in AutoLetter. Here you can see at a glance how many customers you have, how your customer base is developing, and which customers are the most valuable. All data is automatically aggregated from your connected shops and data sources.

At the top of the customer overview, you will find four KPI cards that give you an instant overview of your customer base:

Total customers -- The number of all customers across all connected sources. Duplicates are automatically merged, so each customer is only counted once.
New customers (30 days) -- How many new customers have been added in the last 30 days. Ideal for tracking the growth of your customer base.
Repeat buyer rate -- The percentage of customers who have placed more than one order. An important indicator for customer loyalty.
Average LTV -- The average lifetime value (total revenue) across all customers.

Use the KPI cards as a quick check before launching a new campaign. A high repeat buyer rate indicates a loyal customer base -- perfect for upselling campaigns.

Below the KPIs, you will find the customer table with seven sortable columns:

Column	Description
Name	First and last name with avatar image. For customers without a name, the email address is displayed.
Email	The customer's email address.
Company	The company name, if available.
Location	City and country with country flag.
Orders	Number of orders as a badge.
LTV	Lifetime value -- the total revenue from this customer.
Last order	Date of the last order.

Below the name, the sources are displayed as small shop badges (e.g., "Shopify", "Billbee", "CSV"). This way, you can immediately see which integration a customer came from.

If a customer has scanned a QR code on an AutoLetter letter, you will see a blue QR icon next to their name. Hover over it to see the scan date as a tooltip. This lets you identify directly in the table which customers have responded to your letters.

The search field above the table simultaneously searches across name, email, company, city, country, and shop. The search reacts with a short delay of 300 milliseconds, so it only searches once you pause typing. You do not need to press the Enter key -- results update automatically.

The search works across all connected data sources. You can find customers imported via CSV or created through the API as well.

Click on a column header to sort the table by that column. Clicking again reverses the sort direction. By default, the table is sorted by LTV in descending order, so your most valuable customers appear at the top.

At the bottom of the table, you can adjust the number of customers displayed per page. You can choose between 10, 25, 50, or 100 entries per page. Use the forward and back buttons to navigate between pages.

Click on a customer in the table to open their detailed customer profile. There you will find contact details, order history, statistics, and campaign participation.