This article explains how to navigate the CRM menu and use its views, search tools, filters, segments, and display options to find and manage users in your Learnybox account.
The CRM centralizes everyone registered in your account and gives you quick access to key information such as registration date, account status, and Lifetime Value.
Understanding the CRM interface
The CRM page provides several tools for viewing and managing your users.
Understanding the different views
The CRM provides several views so you can display only the users relevant to your needs.
All users
The All users view displays everyone registered in your CRM, regardless of their status.
This includes:
contacts
members
customers
Members
The Members view displays users who have access to a member area, available when registered for one or more courses and/or communities.
Use this view to quickly find users who have access to your courses and communities.
Contacts
The Contacts view displays users registered in your LearnyMail contact list, regardless if they've completed a purchase.
For example, this may include people who:
submitted a form
provided their contact details
were manually added to your contact database
Customers
The Customers view displays registered users who have made at least one purchase through your Learnybox account.
Use this view to quickly locate your buyers.
Understanding the information displayed
Each row in the CRM list represents a user.
First & Last name
Displays the user’s first and last name.
Displays the email address saved in the user’s profile.
Status
Displays the user’s current status.
Registration
Displays the date and time when the user record was created in your CRM.
Lifetime Value
The Lifetime Value column displays the total value of purchases made by the user through your Learnybox account.
This helps you quickly identify customers with the highest total purchase value.
Search for a user
Use the Search field to find a user without browsing the entire list.
You can search using information available in the user’s profile, such as their name or email address.
Browsing your user list
Several tools allow you to filter your list to display users according to specific criteria.
Filters
Click Filters to apply specific criteria and display only users who match the selected conditions.
Segments
Click Segments to display groups of users based on user type or matching a previously saved segment.
Columns
Click Columns to customize the information displayed in the CRM table by showing or hiding individual columns.
Manage users
Several user-management actions are available directly from the CRM page. The action menu is displayed when selecting at least one user from the list.
You can also:
import users
export your user list
manually create a new user record
Each user also has an individual action menu, accessible from the vertical ellipsis (⋮) to the right of their list entry.
Depending on the available options, you can:
Open full profile: Allows you to access the user's profile.
Edit: Allows you to modify the user’s information.
Delete user: Permanently deletes the user record from your CRM.
Navigate through the user list
When your CRM contains a large number of users, use the pagination controls at the bottom of the page to move between pages.
You can also change the number of users (list entries) displayed per page.
At this stage, you understand the main CRM views and tools and know how to find, filter, review, and manage users in your Learnybox account.