How to Manage Customers

The Customers page gives you a complete view of everyone subscribed to your Content Vault subscriptions. From here, you can monitor subscription status, review billing history, track file activity, and take action on individual subscriptions.

Viewing All Customers

Navigate to:

Content Vault → Customers

Here you’ll see a list of all customers who have an active, paused, or cancelled subscription.

Each row includes:

  • Customer – Email or customer name
  • Subscription – The subscription they’re enrolled in
  • Status – Active, Paused, or Cancelled
  • Start Date – When the subscription began
  • Next Billing Date – Upcoming renewal date (if applicable)
  • Last Payment – Status of the most recent charge

Searching, Sorting, and Filtering Customers

To quickly find specific customers, you can:

  • Search by email or subscription name
  • Sort by:
    • Customer name
    • Status
    • Start date
  • Filter by:
    • Subscription status (Active, Paused, Cancelled)

These tools are especially useful once you have a large subscriber base.

Viewing a Customer’s Subscription Details

Click on any customer to open their subscription details page.

This view gives you a full breakdown of the customer’s subscription activity.

Subscription Overview

At the top, you’ll see:

  • Subscription status (Active, Paused, Cancelled)
  • Next renewal or pause date
  • Lifetime spend
  • Billing frequency
  • Subscription duration

Managing Subscription Status

From the customer detail page, you can take action depending on the current status:

If the subscription is Active

  • Pause Subscription – Temporarily stop billing and access
  • Cancel Subscription – End the subscription completely

If the subscription is Paused

  • Reactivate Subscription – Resume billing and access immediately

These actions take effect right away and are reflected in the customer’s access and billing schedule.

Billing History

The Billing section shows all charges related to the subscription, including:

  • Order number (linked to Shopify)
  • Billing date
  • Payment status (Success / Failed)
  • Charge amount

This helps you quickly audit payments or troubleshoot billing issues.

[Image placeholder: Billing history table]

Billing Cycles

The Billing Cycles panel shows:

  • Past, current, and upcoming billing dates
  • Which cycle is next

This is especially useful for subscriptions with frequent renewals or custom billing intervals.

File Activity (If Applicable)

For subscriptions that allow file downloads, you’ll also see a Files Activity section.

This shows:

  • File name
  • File size
  • Number of times each file has been downloaded

This is helpful for monitoring usage, especially for Content Pass or download-limited subscriptions.

Sent Emails

The Sent Emails section logs all automated emails sent to the customer, such as:

  • Welcome emails
  • Content notifications
  • Pause or cancellation confirmations

You can:

  • View each email
  • Resend emails if needed

Final Notes

  • The Customers page gives you full visibility into subscription health and activity
  • You can manage subscriptions directly without leaving Content Vault
  • Billing, access status, file activity, and communication history are all centralized

If you have questions about optimizing your subscription structure or interpreting the data you see here, feel free to reach out via live chat — we’re always happy to help.