Search and filter customers

What am I trying to find?

Choose the site whose audience you want, and decide your question: one buyer, a support list, an access check, a launch group or a consent review. Keep screenshots and exports out of shared channels unless everyone there needs them.

The filters and saved views you see depend on the live product, so use what your screen offers.

How do I find one customer?

1. Open the audience, customer or CRM area for the right site.
2. Search the exact email the customer gave you, watching for typos, aliases and stray spaces.
3. If nothing appears, try another value the search supports, such as a name or order reference.
4. Look for a record under another email, different capitalization or an older import.
5. Open a result only once you are sure it matches the request.
6. Check the related order, product, access and date before you change anything.

Do not confirm that an account exists to someone who has not proved they own the email. Avoid broad searches while sharing your screen.

How do I build a segment?

For a list rather than one person, describe the group in plain words first, such as "people who bought the launch offer during the sale window" or "members with active access but no marketing consent." Then use only the filters your screen provides.

Add one condition at a time and watch the count change. Find out whether date filters use local time or UTC before you compare with Stripe or campaign data. Open a few records to confirm the group means what you intended. Words like "customer," "member" and "active" can have product-specific meanings.

If you can sort, pick an order that helps checking, such as newest activity or purchase time. If you can save views, name them clearly. If not, write down the filter steps outside Tapmy without copying customer rows.

How do I protect customer data?

Use counts when you do not need individual rows. Hide emails and order IDs in screenshots. Do not use filters to guess sensitive traits, and do not upload customer lists to AI tools. Share exports only with people who need them, and delete temporary copies on schedule.

How do I know I found the right people?

• The record or group answers your original question.
• A sample check shows no unrelated customers.
• You understand the date, status and access definitions.
• Personal data stayed with the people who need it.

What if the search comes up empty?

Check spelling, any other email the buyer might have used, that you are in the right site, whether an import has finished, and whether the person joined for free rather than buying. If counts differ from analytics or Stripe, remember those tools use different event times, statuses and attribution.

If the screen cannot build the segment you need, do not fall back on an uncontrolled export. Use an approved process and note the limit.

What next?

Continue with Understand the customer record, Export customer data or Buyer used the wrong email at checkout. If a record or filter fails in a way you can repeat, tell Tapmy Support and include redacted evidence.