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Using the SendOwl Customers List in Thrive Architect

If you are selling your online courses with the help of the Thrive Apprentice and SendOwl connection, then the “Customers List” feature can come in handy for you.

Where to find the SendOwl Customers List?

First, go to your Thrive Apprentice dashboard and click on “Members” from the left sidebar:

This opens the Thrive Apprentice section where you will be able to see all of your members. You can filter them, by selecting a product/bundle, and this way only being able to see the list of the customers that purchased that product or bundle.

For that, click on the “All Members” field to see the full list of customers and courses. You can use the search box to find a particular course, product, or bundle:

Select a product/bundle, and the list will update, showing only the customers that have purchased that product or bundle:

How to use the Customers List?

You will notice that the list contains the names and email addresses of every customer that has purchased your products/bundles.

If you want to search through the list, you can do so with the help of the “Search customers” field:

You can use this search box when you want to find a specific customer from the members list. All you have to do is to start typing in the name or the email of the customer and you will see that the respective customer will be displayed on the page.

Add Customer

You can manually add customers to the “Customer List” anytime. In order to do this, click on the “Add Customer” option that can be found on the top right side of the page:

Then, in the pop-up that opens, complete the necessary steps. Fill in the name and the email address of the new customer you want to add to the list:

Then, select the products/bundles you want the new customer to have access to:

If you want, you can also choose to notify the user by email:

After you are done, click on the “Save” button and the customer will be added to your “Customers List”.

Customer Import

The “Customer Import” option can be found next to the above mentioned “Add Customer” option, on the right side of the page:

If you click on this option, to open a pop-up window, where you can see the two methods of importing customers.

You can either upload a “CSV File” and then, import the customers from it, or you can add a “List of names and emails”:

  • CSV File

SendOwl offers a “Quick Sell” link, for every product that you have set up in your SendOwl dashboard. This link can be used to send customers directly to the page where they can complete the payment for the product.

You can use this link to provide your customers with a direct way of buying your product, without having to go to your website (the sales page or the page of the course).

If you do this, the users who buy the product directly, without accessing the website, will not be added to the “Customers List” from Thrive Apprentice.

Nevertheless, you can add them by using this “CSV File” way of importing customers.

First, you will need to get the CSV file from your SendOwl account. This article details where you can find it, how you can generate it, as a report in the form of a CSV file, and then, download it from your email.

Note: If you would like to add customers from a file other than the SendOwl “Orders” report (for example, a customer list you want to add from another mailing provider you have, or any other customer list you want to add) then, please make sure of the following:

  • The list has to be in the form of a CSV file
  • The CSV file must include the “Buyer Email,” and the “Buyer Name,” field (including the commas). These two fields are a must; without them, the customers from the file cannot be imported to the Thrive Apprentice interface.

Therefore, if the file you want to upload, does not include these two fields by default, then, you will have to add them manually to the file, before uploading it. Otherwise, you will get an error message when trying to upload the file.

Once you have the CSV file, you will have to upload it to Thrive Apprentice. After you clicked on the “Customer Import” → “CSV File from SendOwl” option, add the file either by clicking on the “Add file” text and selecting the CSV file or by dropping it in the designated place of the pop-up window:

Then, after the file is uploaded, click on the “Continue” button:

The customers will be imported and displayed in the pop-up window. All you have left to do is to decide which products/bundles they should have access to.

Once done, click on the “Save” button and the new customers will be added to your “Customers List”.

  • List of names and emails

Adding customers through this method is very simple. After you have clicked on the “Customer Import” → “List of names and emails” option, a pop-up window will appear.

Enter the names and email addresses of the new users here. Make sure to separate the names from the email addresses by commas and add one customer per line and once done click on “Continue”:

 After you click on “Continue” you will be taken to a new page where you have to select the products or bundles to which you want to grant access to your customers:

Access Rights & View Users

If you hover your mouse over one of the names or email addresses of the customers from your list, you will see two options appearing:

Edit Access Rights:

If you click on this option, you can see what products/bundles the respective customer currently has access to, and you can also give free access to him/her for your other products/bundles.

Here is how you can edit the access rights of the customer:

  • You can give him/her access to more products/bundles

For that, click on the “Add access” option:

You can provide them access to multiple courses/products by checking the other products/bundles from the list:

You can simply edit the customer’s access rights here, save the changes and then, give the URL of the course directly to the customer. Once they click on the URL, they should have full access to the course.

  • You can also restrict the customer’s access from here if you hover over the product for which you want to restrict the access, and delete it from the list:

This way the customer will not have access to the respective products/bundles anymore.

View WordPress User

If you click on this option, after you hover your mouse over a user from the “Customers List”, the WordPress user page of the respective customer will open in another tab.

Since this page refers to the users of your website, as the administrator of the website, you can update the details of the customers here, just like you would for any other WordPress user.

For instance, you can change the role of the respective user:

These were the ways in which you can use the “Customers List” feature to update/edit the list, profile, and access rights of your existing customers, or add new ones to the list.

If you want to find out more about how the Thrive Apprentice and SendOwl connection works, please look through this knowledge base section.

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