You can quickly look up someone’s account in your audience to update their details or view extra information, like which products or community plans they’re enrolled in.
Viewing a contact's profile
Here’s how to view a contact's profile:
From your home feed, click on your site name and select Admin from the dropdown menu.
Click Audience in the sidebar menu.
You will now see all of the people in your audience. You can use the search bar at the top to look for a specific account by name or email address.
To view a customer profile and make changes, click on their name.
You'll be able to view their profile.
Their profile displays the most important information about your contacts, such as:
Products: View all the products your customer has access to
Invoices: View all of the invoices from a specific customer
Details: View all of your customers' details, such as last active date, email, if they are subscribed to emails or not and if they're part of any community plans
Tags: View all of your customers' tags
Analytics: View how much your customer has spent, how much it brings in MRR and how much it's left for you to collect for payment plans.
FAQs
Can I edit a contact's information from their profile?
Can I edit a contact's information from their profile?
Yes!
You can easily edit information - such as email, names, tags, etc - by clicking on the "..." button from the their profile and selecting the option you'd like to edit.
Can I view which plan a member is subscribed to from their profile?
Can I view which plan a member is subscribed to from their profile?
Yes!
You can easily view the plan a member is subscribed to by checking the Details card on the right-hand menu of your their profile.
