Customers
The Customers Page in Dodo Payments allows merchants to manage their customer relationships by providing a detailed view of all customers who have made a purchase.
Customers Page
Merchants begin by logging into the Dodo Payments dashboard and navigating to the Customers section. This section provides a complete view of all customers who have interacted with the business.
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How to Access:
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From the dashboard, click on Customers in the navigation menu.
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The Customers Page will display a list of all current and past customers.
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Customer Details
On the Customers Page, merchants can see an overview of their entire customer base. This list provides basic information for each customer, such as:
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Customer Name: The full name of the customer.
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Email Address: The customer’s email address for communication.
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Last Transaction: The date of the customer’s most recent purchase or payment.
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Subscription Status: If applicable, shows whether the customer has an active, paused, or canceled subscription.
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Search and Filter: Merchants can search for specific customers or use filters to narrow down the list by purchase history, subscription status, or recent activity.
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Download : Merchants can download the list of merchants for the selected date range in CSV format
Customer Portal
The Customer Portal offers a seamless self-service experience, allowing customers to manage Subscriptions, Billing, License Keys and Profile information.
How it works?
Your customers can access the Customer Portal through a link that you share with them. This can be either a static or a dynamic link.
Static Link
A static link allows any customer to request access to the Customer Portal by entering their email address. This link never expires.
Merchant Flow
- Go to Sales→Customer.
- Click on share invite
- Copy the link under static link to share it with your customer.
Customer Flow
- Customer visits the static link you share.
- Customer enters their email address
- Receives a link to login to their customer portal.
Dynamic Link
A dynamic link is a personalized, one-time link that grants direct access to the Customer Portal. This magic link expires in 24 hours.
Merchant Flow
- Go to Sales→Customer.
- Click on share invite
- Copy the link under Dynamic link to share it with your customer.
Customer Flow
- Customer visits the Dynamic link you share.
- They are taken directly to the Customer Portal without needing an access link.
Customer Portal Features
Billing History
Billing History
- Displays a list of all past transactions.
- Provides an option to download invoices.
Subscriptions Management
Subscriptions Management
- Lists all subscriptions.
- Allows customers to cancel their active subscriptions.
License Keys
License Keys
- Shows all license keys issued to the customer.
Profile
Profile
- Displays the customer’s configured name, email, and phone number.