Customers

The customer editor provides a comprehensive interface for managing individual affiliate customers. Access it by clicking on any customer's name from the customers list.

Customer Settings

Configure customer details using the form at the top of the page.

Basic Information

Name
string required
The customer's full name as displayed in lists and reports.
Email
email required
Customer's email address for communications and order tracking.
External ID
string
ID from external systems (e.g., Stripe customer ID). Useful for integrating with payment processors or CRM systems.
Metadata
object
Additional metadata about this customer displayed in JSON format. Contains extra information from external integrations.

Performance Metrics

Track customer performance through three key statistics displayed as cards below the settings.

Total Commission Generated

Total commission amount generated from all orders placed by this customer. This represents earnings paid to affiliates who referred this customer.

Total Orders

Number of orders this customer has placed through affiliate referrals.

Customer Revenue

Total revenue generated from all purchases made by this customer.

Real-time Updates
Statistics automatically recalculate when the page loads. A loading spinner appears during recalculation.

Order History

View all orders and commissions associated with this customer in the detailed table below the metrics.

Order Details

ColumnDescription
Order IDUnique identifier for the original sale transaction
CommissionAmount earned by the affiliate partner for this order
Total AmountFull order value before commission calculation
StatusWhether the commission has been paid to the partner (Paid/Unpaid)
CouponCoupon code used for this referral (may differ if customer used multiple codes)
PartnerName of the affiliate partner who earned the commission
NotesAdditional notes about the order or commission
DateWhen the order was placed
Direct Orders
Some orders may show "Direct order" in the Partner column, indicating purchases made without an affiliate referral.

Available Actions

Use the Actions dropdown and main buttons to manage the customer.

Delete Customer

Permanently remove the customer from the system.

  • Requires confirmation
  • Cannot be undone
  • Removes all customer data and order history

Save Changes

Apply any modifications made to customer settings.

  • Validates all required fields
  • Updates customer record in database
  • Shows success/error notifications
  • Redirects back to customers list

Customer Status Indicators

View customer information at the top of the editor:

  • External ID: Shows the customer's external system identifier or "None" if not set
  • Member Since: Date when the customer was first added to the system
  • Performance Metrics: Real-time revenue and commission data

Integration Notes

External System Integration
The External ID field enables seamless integration with payment processors like Stripe. Use this to link Yaplet customer records with your existing customer database.
Metadata Display
Customer metadata contains additional information from API integrations. This is read-only and automatically populated when customers are created via the affiliate API.