Commerce glossary

Customer data, segments and accounts

The record a store keeps for each customer, the numbers and stages calculated from their orders, the groups built from them, and the account the customer signs in to.

35 parts and 15 phrases. Apps in this area include Shopify Customers, Klaviyo profiles, Segment, Bonify Customer Account Fields.

Customer accountcustomer.accountShowHow a customer signs in and the pages they see once signed in.
Signing incustomer.account.loginShowThe ways a customer proves who they are.

How to extend

  • ProviderMany side by sidesign-in providerEach social sign-in is a separate provider beside the email link.
PartLitestore todayHow to extend
Sign in with an outside accountcustomer.account.login.external_accountOutside-account sign-in checks the customer's identity through another account they hold, such as Google.
Coreplatform/auth/server.ts
Provider · many
Passwordcustomer.account.login.passwordPassword sign-in checks an email and a password the customer chose.
Plugin
Provider · many
Order without an accountcustomer.account.login.no_accountAn order without an account is placed by a shopper who never signs in, from a cart tied to the browser session.
Coremodules/checkout/resolve-cart.ts
Provider · many
Account invitationcustomer.account.login.invitationAn account invitation emails a customer a link to activate an account staff created for them.
Coremodules/customers/invitations.ts
Provider · many
Account pagescustomer.account.pageShowWhat a signed-in customer sees.

How to extend

PartLitestore todayHow to extend
Order historycustomer.account.page.ordersThe order history page lists the customer's orders with their status and totals.
Coreapp/(web)/dashboard/orders/page.tsx
Slot · many
Order detailcustomer.account.page.order_detailThe order detail page shows one order's items, payment, shipping and tracking.
Coreapp/(web)/dashboard/orders/[id]/page.tsx
Slot · many
Profile settingscustomer.account.page.profileThe profile settings page edits the customer's name and phone number.
Coremodules/customers/storefront/dashboard/settings/account-profile.tsx
Slot · many
Saved addressescustomer.account.page.addressesThe saved addresses page adds, edits and removes addresses and sets the default.
Coremodules/customers/storefront/dashboard/settings/address-list.tsx
Slot · many
Wishlistcustomer.account.page.wishlistThe wishlist page shows the products the customer saved for later.
Coreapp/(web)/wishlist/page.tsx
Slot · many
Messagescustomer.account.page.messagesThe messages page holds the customer's conversation with the store and order updates.
Coreapp/(web)/messages/page.tsx
Slot · many
My couponscustomer.account.page.couponsThe coupons page lists the discount codes the customer has received.
Coreapp/(web)/dashboard/coupons/page.tsx
Slot · many
Customer recordcustomer.profileShowThe fields stored on each customer.

How to extend

PartLitestore todayHow to extend
Name, email and phonecustomer.profile.contactThe contact fields hold the customer's name, a unique email address and a phone number.
Coreprisma/schema.prisma
Event · manySlot · many
Address bookcustomer.profile.address_bookThe address book holds a customer's saved addresses with one default, and each order keeps its own copy of the address used.
Coremodules/customers/addresses
Event · manySlot · many
Staff notecustomer.profile.staff_noteA staff note is internal text about the customer that only store staff see.
Coremodules/customers/admin/actions.ts
Event · manySlot · many
Customer tagcustomer.profile.tagA customer tag is a short label, such as wholesale or trade, that staff or apps add to group customers.
Plugin
Event · manySlot · many
Custom fieldcustomer.profile.custom_fieldA custom field stores an extra typed value on the customer, such as a birthday or company number.
Plugin
Event · manySlot · many
Order numberscustomer.metricShowFigures calculated from a customer's orders.

How to extend

  • Assistant toolgetCustomerSummarygetCustomerInfoThe assistant reads a customer's spend, orders and stage through these tools.
  • Core onlySpend and order counts come from the order ledger, which stays in core.
PartLitestore todayHow to extend
Total spentcustomer.metric.total_spentTotal spent is the sum of the customer's paid orders to date, the historic lifetime value.
Coreprisma/schema.prisma
Assistant toolCore only
Order countcustomer.metric.order_countThe order count is the number of orders the customer has placed.
Coreprisma/schema.prisma
Assistant toolCore only
Last order datecustomer.metric.last_order_dateThe last order date records when the customer last bought.
Coreprisma/schema.prisma
Assistant toolCore only
Predicted lifetime valuecustomer.metric.predicted_valuePredicted lifetime value is an estimate of what a customer will spend in a coming period, calculated from past buyers' order patterns.
Plugin
Assistant toolCore only
Recency, frequency and spend scorecustomer.metric.recency_frequency_spendA recency, frequency and spend score grades each customer on how recently, how often and how much they bought.
Plugin
Assistant toolCore only
Stagecustomer.lifecycleShowWhere a customer stands, calculated from their account, orders and moderation.

How to extend

  • Core onlyThe stage is calculated in one place from account, order and ban facts so every surface reads the same answer.
PartLitestore todayHow to extend
Lifecycle stagecustomer.lifecycle.stageThe lifecycle stage is calculated as new, invited, registered, purchased or repeat from the customer's account, invitations and order count.
Coremodules/customers/lifecycle.ts
Core only
Buyer with no recent ordercustomer.lifecycle.inactiveA buyer with no recent order is a past customer with no order within a set number of days, which Litestore uses to pick win-back recipients.
Corejobs/cron.index-data.ts
Core only
Restricted or bannedcustomer.lifecycle.trust_levelThe trust level marks an account active, restricted or banned, with an optional ban end date, and cart and checkout actions check it.
Coremodules/customers/stage.ts
Core only
Segmentscustomer.segmentShowGroups of customers selected by rules.

How to extend

  • Assistant toolcountBroadcastAudienceThe assistant counts a lifecycle segment before proposing a send to it.
PartLitestore todayHow to extend
Segment by stagecustomer.segment.by_stageA stage segment selects reachable customers in chosen lifecycle stages and leaves out unsubscribed, restricted and banned ones.
Coremodules/email/broadcast-audience.ts
Assistant tool
Segment by rulecustomer.segment.by_ruleA rule segment selects customers by filters on fields and behaviour, such as amount spent, location or products bought.
Plugin
Assistant tool
Segment by tagcustomer.segment.by_tagA tag segment selects the customers that carry a given tag.
Plugin
Assistant tool
Segment by recency, frequency and spendcustomer.segment.by_recency_frequency_spendThis segment selects customers by their recency, frequency and spend group, such as frequent high spenders or past buyers slipping away.
Plugin
Assistant tool
Managing customerscustomer.adminShowWhat staff do with customer records in the admin.

How to extend

  • ProviderMany side by sidecustomer importerEach import source, such as a CSV file or a Shopify store, is a separate importer.
PartLitestore todayHow to extend
Add a customercustomer.admin.createStaff add a single customer by hand from the admin with a name and email.
Coremodules/customers/admin/manual-customer.ts
Provider · many
CSV importcustomer.admin.csv_importA CSV import creates or updates customers from the rows of a spreadsheet file.
Coremodules/customers/admin/import-csv.ts
Provider · many
Import from another platformcustomer.admin.platform_importA platform import copies customers and their marketing consent from a connected store, such as Shopify.
Coremodules/integrations/import/runtime/import-customers.ts
Provider · many
CSV exportcustomer.admin.exportA CSV export writes the chosen customer fields to a spreadsheet file.
Coremodules/integrations/export/customer-export-fields.ts
Provider · many
Merge duplicatescustomer.admin.mergeA merge joins two customer records for the same person into one, keeping both records' orders.
Plugin
Provider · many

What the phrases mean

The words apps use for a feature, and the plain parts the feature is made of, in the order they happen.

Phrases left out

These phrases mean different things at different apps, so the glossary doesn't map them.

  • customer data platformIt names a whole product class that collects events, profiles and segments, not one part.
  • VIP customersAt some stores it is a tag, at others a spend segment or a loyalty tier.
  • new customer accountsShopify uses it for its newer account system, while other vendors mean recently created customers.

Sources

The app documentation these parts were checked against.