Your First Week
Customer History starts working the moment you activate it — there’s nothing to configure. This guide is a gentle first week: a few minutes a day to learn where everything lives and start getting value.
Day 1 — activate and let it run
Install and activate the plugin, then open Customer History from the wp-admin menu. From this point on it reads your existing WooCommerce orders into customer profiles and quietly records new on-site activity. You don’t import anything. See the Zero-Setup Guide if you haven’t installed it yet.
Meet your customers
Open the Dashboard for the at-a-glance view — top customers, latest orders, top searches, and most-viewed products. Then open Customers & Users to see your customer list, filter it, and search by name or email.
Explore a profile
Click View on any customer to open their profile: their order history grouped by status and a financial summary (orders, refunds, average order value, total spent). It’s the quickest way to understand a single customer’s value. See Customer Tracking for everything a profile shows.
See what shoppers want
Open Search Analytics to see what people search for and which products they view most. Watch for searches that name things you don’t stock, or describe products differently than you do — that’s free demand research. More in Search & Discovery Analytics.
Check your revenue
The Revenue page gives you net revenue, orders, average order value, and customer count for the period, each compared to the previous one, with a trend chart. See The Revenue Snapshot.
Save your first segment
Filter the customer list the way you think about your customers — say, repeat buyers in a country — then save it as a segment and export it to CSV. Free includes one saved segment; see Customer Segments & CSV Export.
Turn on the weekly digest
Under Settings, enable the weekly email digest and set who receives it. Once a week you’ll get a summary of orders and top customers in your inbox — admin-only, never sent to customers. See The Weekly Email Digest.
Where Pro takes it further
Once you’re comfortable, Pro adds the intelligence layer — health scores, RFM segments, lifecycle stages, behavioral tags, and churn prediction — plus abandoned-cart tracking and full revenue analytics. Nothing migrates: it unlocks on the data you’ve already collected. See Free vs Pro.
Still need a hand?
Can’t find the answer here? Send a note and the founder will help.
Contact support