Overview
The Customer Accounts section in the Cleeng Dashboard allows you to:
- Search for customers using personal and payment information
- View an individual customer's profile and transaction details
- Edit customer information, such as name, email, or company name
- Take actions such as extending a customer's access, giving a refund, anonymizing their data, and more.
To help you understand how these capabilities work in practice, the following short demo walks through the key tasks you can perform in the Customer Accounts. After the demo, the article provides detailed instructions for each feature and action available in the Customer Accounts section.
Your customer accounts list
In the Cleeng Dashboard, go to Customer > Customer Accounts to view your customer list.
Customers are listed with the following information by default:
- Email address
- Cleeng user ID
- Registration date
- Last login date
- Number of transactions
- Last payment method
You can adjust or add to these columns with the Manage columns action.
Last login date and registration date metrics are useful while creating segments for automated marketing campaigns.
Searching for customers
In the search bar at the top of the page, you can search for customers with any of the following attributes:
- Email address
- First and last name
- Country or currency
- Address
- City or state
- ZIP/Postal code
- Birthdate
- External order ID (e.g. Google PlayStore)
- Transaction ID
- User ID (Cleeng ID or external customer ID)
Viewing and editing individual customer details
To dive into the details of a particular customer, simply click on the row with the user's info and wait for a new tab to open. You will be able to see a Customer details tab from where you can get in-depth information about the customer's account, and manage it.
There are 5 main information panels:
- A summary of key customer information with an option to edit
- Payments information
- Transaction history
- Email history
- Notes
Customer summary
The first row presents the customer's name, where is your customer from, what language and currency they are using, and if their subscription is active. The three dots icon on the right displays a menu with actions:
- Edit information: It allows you to edit customer information: first name, last name, email, and company name. Please note that changing the email also changes the customer’s login ID.
- View change history: It shows the history of changes that have been made via the Edit information action. The list shows the editor, the date when the edit was made, and the action that was performed.
- Anonymize customer: This feature allows you to permanently anonymize all personal data associated with this customer.
To explore the customer's interactions and activities with your service in detail, click Customer History. This will take you to the Customer History Dashboard.
Payment information
The next section is Payments. This displays the payment details currently on file for this customer. If the customer is paying for your service via an in-app channel (like Apple or Google) then that will be indicated here.
Next, you will see when the customer's next payment is scheduled for (date and name of subscription). Note that this applies only to recurring content offers (subscriptions).
- Delete payment details: To delete payment details, simply click on a cross icon placed on the right side of a tile.
- Cancel subscription: You can also cancel users’ subscriptions manually. To unsubscribe, click the crossed-circle icon on the right side of the 'Scheduled' tile.
Customer transactions
Below the payment information, you can see the transaction history. You can interact with each transaction by clicking on buttons placed on the right side.
From here, it is possible to view the offer on your website, see detailed transaction details, cancel a transaction, or extend access to your platform for this customer.
Customer emails
The next section is Emails that have been sent to a particular user. You can see the complete list of emails sent by the Cleeng platform to your customers here. They include welcome emails, invoices, and payment reminders.
You can see the status of an email, open a preview, or resend a receipt to your customer.
For invoice emails, you will see one of the following statuses: Sent or Generated (Not Sent).
- Sent - The email has been successfully generated and sent from the Cleeng system to the customer.
- Generated (Not Sent) - The invoice was created by Cleeng, but was not sent to the customer. This status is typically used when you, as the publisher, manage your own email delivery system instead of using Cleeng's.
Notes
The last section is Notes. This is a dedicated area for adding internal notes about a customer that allows for more personalized service (VIP / at‑risk flags, refund patterns, preferences).
You can add a new note here, as well as see the history of notes.
Add a note
You add a note by typing in the required information (up to 2500 characters), and clicking the Add Note button to save it.
Typical uses:
- Mark VIP or at‑risk customers.
- Capture refund patterns or special handling instructions.
- Add context from previous tickets or calls so the next agent sees the full story.
History
You can see the list of notes added with the following information: the name of the author of the note, time added, and the text of the note.
You can take two actions for each note: Edit and Delete.
Note: Only the author of the note or the account owner can perform these actions.