Skip to main content

Search

Admoji Help Center

Browse guides, FAQs, and tutorials — or search for something specific

How to Search for Customer Accounts and Order History

The customer search functionality allows you to locate customer accounts and view their order history using various search criteria. The system provides both quick search options from the header and advanced search capabilities through comprehensive filtering options, enabling efficient customer management and data retrieval.

Step 1: Access Customer Search

  1. Go to For Customers > Search.

Step 2: Use Quick Search (Header)

For quick lookups with a known identifier, use the Search box in the header. Pick what you are searching by in its dropdown, type the ID and press Enter. The customer's profile opens; if the customer belongs to another of your accounts, Admoji switches to that account first.

  • By Customer: Navigate directly to a customer by their Customer ID.

  • By Order: Navigate directly to a customer via a specific Order ID.

  • By Transaction: Navigate directly to a customer via a specific transaction. For PayPal payments you can also enter the Capture ID shown in your PayPal account; it appears in the PayPal Capture ID column of the order's Transactions tab.

Header quick search functionality

Step 3: Use Advanced Search (Filters)

For comprehensive searches, use the advanced search filters on the main search page (For Customers > Search). The filters are organized into two sections:

Primary Filters (Always Visible):

  • Date Range: Select from predefined ranges (default: Last 90 Days) or custom dates.

  • First Name: Search by customer's first name.

  • Last Name: Search by customer's last name.

  • Email: Search by customer email address.

Additional Filters (click "Show more filters" to expand):

  • Phone Number: Customer phone number.

  • Last 4: Last 4 digits of the credit card.

  • First 6: First 6 digits of the credit card (the BIN).

  • ZIP: Customer ZIP code.

  • Keyword: Search for specific keywords in customer notes.

  • Campaign: Select specific campaigns to search within.

  • Step: Customer account type (Partial, Decline, Customer).

  • Type: Real Customers or Test Customers.

  • Recurrings: Active or Inactive recurring subscriptions.

  • Order ID: Search by a specific order ID.

Advanced search filters interface

Step 4: Execute Search

After configuring your search criteria:

  1. Click Apply to execute the search with the selected filters.

Note: Sometimes customers provide different names, emails, or addresses than what was used during purchase. If you can't find a customer account based on provided data, try searching by the last 4 digits of the credit card and a date range around the order date. If the order date is unknown, start from at least a couple of months ago to present day.

Step 5: Review Search Results

The search results will display all customers that match your criteria:

  1. Customer List: Table showing matching customers with relevant information.

  2. Date Created: The date and time the customer was created, in your account's time zone. Click the column header to sort the customers from oldest to newest, or the other way around. If you had already customized the columns, Date Created is added at the end of the table.

  3. Customer Profile Access: Click a customer name to open their complete profile.

  4. Order Information: Click the orders icon (box icon) in the Actions column to view the customer's order details in a modal.

Customers Search with the filters and the Customers results table showing each customer's badges, step, campaign, contacts and address

Step 6: Additional Search Features

The search system also provides:

  1. Global Search: Text search across all customer data using the search bar above the results table.

  2. Column Configuration: Customize which columns to display in results using the settings icon.

  3. Sorting and Filtering: Organize results by different criteria.

  4. Add New Customer: Quick access to create new customer accounts.

Customers search bar with the settings icon and the Add New Customer button
Important: The search results are displayed in real-time and can be further refined using additional filters. The Search box in the header provides immediate access for users who know specific customer identifiers.
Tip: Click the settings (gear) icon above the table to choose which columns to show. Drag the columns to change their order, use Select All, Remove All or Reset Layout if you need them, and click Save.