The Customer Dashboard
The Customer Dashboard
Interacting with and serving your customers is an important part of running your business. Every time a new customer purchases a product from your Gumroad, their email address and other details are added to your Customer dashboard. You can review all of your customers and manage your customer information from this dashboard. You can also create Workflows. Here we will explore every part of the Customer dashboard and what you can do in it.
When you click onto the Customers tab, you'll see a list of all of your customers with their email address, organized byproduct purchased, price they paid, all sorted by from newest to oldest purchases.
Searching and Filtering
You can search for an email address directly by selecting the magnifying glass on the upper right hand side. You can also search for a customer's name, if it was used in the purchase.
You can also filter your customers by what they have or haven't bought, price, purchase date, country, and if they're an active customer. An active customer is someone who is not refunded and not unsubscribed from the product.
Customer Tab Breakdown
You can view more information by clicking directly onto their email address. Let's explore this area from the top down.
Discover or Offer Code
Edit Customers email address
If your customer has mistyped their email address when purchasing your product, or needs to change their mailing information, you can fix this for them in the Customers dashboard. Just search for their name, click on it to open the Customer drawer, and then click their email. Click the check mark to save.
Sometimes the email address of a customer will be written in grey font, not blue. That means they created a Gumroad account during their purchase. For security reasons, we do not currently allow creators to edit other account holders' email addresses.
If a customer mistyped their email address and created an account during their purchase, please email us at email@example.com and let us know what the customer's incorrect email address is, as well as their correct email address. We will quickly correct this for the both of you.
You're able to see whether or not they receive your Posts. You can toggle this on and off. If a customer has written in saying they have not been receiving updates from you, this would be the first place to look.
Tiers, Versions, and Variants
You're able to see what product they bought, including what Tier, Version, or Variant as well. Depending on the product you can reassign them to a different Tier, Version, or Variant by selecting the pencil icon. This does not charge or refund the customer, it simply changes their product type and the files they receive.
You're able to see the quantity the of the product the customer purchased as well, which you cannot change.
You can mark a physical product as being shipped and enter tracking information in the dashboard. You need to enter the full URL of the tracking order, not just the tracking ID.
You can see view how much a Customer has rated your product. If you're unhappy with your ratings, you can remove them from being visible, or refund the customer to delete their review.
Deleting a Customer
You can delete a Customer if they purchased a free product only.
Cancelling a Membership
From here you're able to cancel a customer's membership by selecting the red Cancel Subscription button.
If you want to prevent customers from subscribing or delete a membership product entirely, you can use these methods.
Refunding a Customer
You can refund a customer in the dashboard as well. If you only want to issue a partial refund you can type in the amount you want to refund and hit send.
Resend Posts, Workflow Emails, and Receipts
Exporting a Customers Sales CSV
At any time, you can download a CSV file of your customers and their purchases within a selected date range. This CSV will cover all sales of your products within the date range, or you can choose to download information pertaining to a single product.