1. Navigate to Your Client List
Log in to your OneShop account.
From the left-hand menu, go to CRM → Clients.
2. Open the Client Filter
Once on the Clients page:
Click “Search Clients” on the right-hand side.
This opens up the client filter panel.
3. Filter Your Client List
Use the filter panel to set parameters like:
Purchase history
Loyalty status
Contact details
Custom tags
After setting your criteria, click “Confirm” to apply the filters.
4. View and Use the Filtered List
The filtered list of clients will appear.
From here, you can:
Assign clients to team members (if using OneShop’s clienteling tools).
Export the list via email, which includes:
Loyalty points (if enabled)
Email addresses
Phone numbers
Purchase and message history
5. Edit or Tag Clients
If you need to segment clients further:
Export the list
Tag them in a spreadsheet
Re-import them into OneShop using those tags for future filtering
6. View Individual Client Profiles
Click on any client’s name to open their profile.
Inside the profile, you can view:
Purchase history
Loyalty activity (points earned or redeemed)
Messages sent
Contact information