OrderBadger vs PureDevs Customer History for WooCommerce

Your WooCommerce orders screen shows what was ordered and how much it cost. It tells you almost nothing about who is ordering, why an order might need special attention, or what should happen differently for this one versus the last one. The result is a workflow built on clicking. Staff open individual orders to check customer history. They miss a first-time buyer who deserved a welcome note, a serial returner who should have been reviewed before dispatch, or a VIP customer whose tenth order deserved better than the default experience. OrderBadger adds coloured badge pills to your WooCommerce orders screen based on rules you write in plain English. The moment an order arrives, matching badges appear. No clicking required. No developer involvement. No changes to your order status, your customer emails, or your integrations. Badges, not statuses – the difference matters. Custom order status plugins change the actual WooCommerce order status, which triggers customer emails, distorts analytics, and can break payment gateway integrations. OrderBadger badges are a visual layer only. Your order stays “Processing”. WooCommerce, Stripe, your shipping plugin – none of them see anything different. Write what you want in plain English. No dropdowns, no nested condition builders, no ceiling where you need a developer. Describe what matters to your business in a sentence: “New customer account created in the last 7 days, order total over £200, requesting express delivery” (see example) “Customer has placed 10 or more orders and has purchased from the same category at least 5 times” (see example) “Repeat customer returning after more than 90 days, whose current order exceeds their average spend” (see example) None of these are possible in a standard condition builder without developer help. Know who’s ordering, not just what they ordered. OrderBadger is the only WooCommerce plugin that surfaces customer lifecycle signals directly in the orders screen – first-time buyers, loyal repeat customers, lapsed returners, serial returners, VIP whales, at-risk customers about to churn. These signals exist in your data but are invisible until now. Features: Customer intelligence: Badge first-time buyers, loyal customers, VIPs, lapsed returners, and serial returners Surface customer lifecycle signals at the order level where your team works Identify trade and wholesale patterns automatically Operational: Flag heavy, fragile, international, and oversize orders for special handling Enforce compliance checks – age verification, hazmat, quantity limits Route orders to the right warehouse or fulfilment path Rules and automation: Write rules in plain English – the AI compiles them automatically Start from 150+ ready-made templates grouped by store type Preview rules against recent orders before activating 40+ order fields: customer history, item details, shipping, stock, time of day Workflow: Badge Inbox for reviewing, assigning, and tracking badge activity Interactive badges with structured responses (e.g. Pass / Fail) Assign badges to roles, claim tasks, and reassign across your team SLA tracking with overdue indicators and snooze Audit trail of badge decisions and response history Daily digest emails summarising outstanding work Technical: Non-destructive – badges never change order status or trigger emails Works with WooCommerce HPOS (High-Performance Order Storage) 8 badge colours, order or item level, severity levels Manually pin or remove badges when needed How it works: Open the Build tab – pick a starter template or create your own badge. Describe your rule in plain English. Preview results against recent orders. Activate – matching orders are badged automatically from now on. Review follow-up items in the Badge Inbox when needed. Guides and examples: For more ideas, browse the full rule library (150+ ready-made templates) or read the how-to guides: Customer intelligence: How to flag repeat customers in WooCommerce How to spot first-time customers in WooCommerce How to track customer lifecycle stages in WooCommerce Revenue protection: How to highlight high-value orders in WooCommerce How to detect suspicious or risky orders in WooCommerce How to protect order margins in WooCommerce How to reduce WooCommerce returns with order flagging Operations: How to flag shipping exceptions in WooCommerce orders How to streamline WooCommerce warehouse picking and packing How to enforce compliance checks on WooCommerce orders Free tier: The free plan includes unlimited badges (visual and interactive), manual badge pinning, the Badge Inbox, and up to 3 active automated rules. Assignment, SLA tracking, audit trail, and digest notifications are available with a Pro subscription. External services This plugin connects to the SmartFact.ai API to compile and evaluate badge rules. No data is transmitted until you explicitly take an action that requires it. What data is sent and when: On connection (user-initiated): Your site domain and the email address of the currently logged-in WordPress user are sent to provision an API key. This only happens when you click “Connect Account” or approve the connection consent modal. When authoring rules (user-initiated): Your plain-English rule descriptions are sent for compilation into evaluable logic. This only happens when you click “Check Rule” or “Save Rule”, or when you apply a starter template. When evaluating orders (automatic, after activation): When an order reaches the configured trigger status, an order snapshot is sent for evaluation. The snapshot includes: order ID, order number, status, currency, date, totals (total, subtotal, shipping, tax, discount), line items (product IDs, variation IDs, SKUs, names, quantities, subtotals, totals, tax, weights, dimensions, item meta, product categories), shipping methods (method ID, title, total), shipping metadata (country, state, outward postcode), payment method and title, customer ID, customer order count, and billing/shipping postcodes and countries. Only fields referenced by your active rules are computed and sent. What is NOT sent: No customer names, email addresses, phone numbers, or street addresses are ever transmitted. Badge names, colours, and configuration remain in your WooCommerce database and are never sent externally. No tracking: The plugin does not send analytics or usage telemetry. External requests occur only for the actions described above. SmartFact.ai service links: Terms of Service Privacy Policy

Customer History 3.0.0 is a complete revamp — rebuilt from the ground up as a focused customer-intelligence and reporting tool for WooCommerce. We’ve moved away from scattered actions and doubled down on one thing: showing you exactly what your customers are doing on your store — who’s buying, who’s browsing without buying, and what they’re searching for — so you can plan your next move with real insight instead of guesswork. The analytics are read-only and run entirely on your own server, and the plugin never contacts your customers automatically — it sends no bulk or marketing emails. Most WooCommerce stores fly blind on their customers. The native dashboard reports orders, revenue, and traffic — but not who is buying, who’s browsing without buying, what people are searching for, or which searches return nothing. PureDevs Customer History turns raw store activity into customer intelligence: profiles, search insight, view tracking, and segments — all inside wp-admin. Tracking starts the moment you activate it: no wizard, no configuration, works out of the box. And it’s private by design — all data stays in your own WordPress database, with nothing sent to any third-party service or API. SEE IT IN ACTION Watch a full walkthrough of the dashboard, customer profiles, and search analytics — and how to use them to identify your most valuable customers: TRY THE LIVE DEMO Explore the full plugin — including all Pro intelligence features — on our live demo store. No installation needed: Demo: https://ch.puredevs.com/wp-admin Username: `demo` | Password: `demo1234` The demo account is read-only — you can browse every screen, but nothing can be added or changed. WHAT CUSTOMER HISTORY SHOWS YOU Customer Intelligence Dashboard. Your store’s customer nerve centre. See total customers, new customers this period, and active customers at a glance, plus widgets for top customers by lifetime value, latest orders with customer context, top-selling products, top search terms, top categories, recent searches, and most-viewed products — with a date-range picker and period-over-period comparison. Customer List & Profiles. A customer-first view of your store. Sort and search your customers by name, email, orders, lifetime spend, and last order date. Open any customer to see their full profile: financial summary, complete order history, that customer’s recent searches, and recently viewed products — data WooCommerce native simply does not provide. Customer Notes. A private notepad on every customer profile. Jot down what the numbers cannot tell you — a phone call, a complaint, a delivery preference — and it stays with that customer. Notes are admin-only, never shown to the customer, and are included in the WordPress personal-data export and erase tools. Annotation only: no tasks, no reminders, no follow-ups. Search & Discovery Analytics. A dedicated Search Analytics page with nothing comparable in WooCommerce. See your top search terms and most recent searches — so you know exactly what shoppers are looking for — alongside the most-viewed products with view counts and your top viewed categories. Zero-Result Searches. The searches that came back empty — demand your catalogue failed to answer. The Search Analytics page lists every term that returned no products, how often it was searched, and when it was last searched, so you can see what shoppers wanted and you did not have. WooCommerce cannot see this, and neither can any report built from orders alone. View Tracking. Passive, lightweight tracking of which products and categories your customers view. The view-to-purchase gap is invisible to WooCommerce native; Customer History surfaces it on every customer profile and on the Search Analytics page. Revenue. A focused revenue dashboard: net revenue, orders, average order value, customers, and your repeat purchase rate — the share of customers in the period who bought more than once — for the selected period (within the free 90-day window), each with period-over-period comparison, plus a revenue trend chart. Order History. A store-wide order list you can filter by date range, order status, and keyword, with quick links straight into the matching WooCommerce order edit screens — a fast way to find and cross-reference orders alongside everything else you know about the customer. Manual Customer Email. When you want to follow up with a single customer, you can compose and send them a one-off email straight from their profile. It’s entirely manual and admin-initiated — there are no automated sends, no bulk emails, and no marketing campaigns. You write each message yourself, and the plugin never contacts a customer unless you choose to. Customer Segments. Save a customer segment configuration for quick recall. The Segments page shows your saved segment with a live customer count and one-click CSV export. Email Digest — Weekly or Monthly. An optional, opt-in summary email sent to you, the store owner: new customers, top search terms, top customers, and most-viewed products. Choose the interval in Settings — weekly, or monthly for a slower-moving store — and the report window follows your choice. Keeps you informed about customer activity even when you don’t log in. (Admin-only — the digest goes to you, the store owner, not to your customers.) CSV Export. Export your customer list to CSV at any time. FREE VERSION SCOPE The free version shows up to 100 customers in the customer list and the most recent 90 days of analytics. All data — for every customer and every session — is collected from day one. The free version simply shows the most recent 100 customers and 90-day window; the full view is available in Pro. PRIVATE BY DESIGN Customer History is built around observation and reporting. It runs no automation, sends no bulk or marketing emails, creates no coupons, and never modifies orders, product data, or any WooCommerce setting. The one outbound action it offers is fully optional and manual: you can send an individual customer a one-off email that you compose yourself from their profile — nothing is ever sent automatically. It’s HPOS-compatible, supports the WordPress GDPR export/erase workflow, and keeps all data on your own server. Upgrade to Pro Customer History Pro extends the free plugin with advanced customer intelligence. Upgrading doesn’t add a second plugin — the advanced features simply switch on, with all your previously captured data intact. Pro unlocks: RFM Segments — instantly see whether a customer is a Champion, Loyal, At Risk, or Lost, based on Recency, Frequency, and Monetary scoring. Customer Health Score — a 0–100 score blending recency, frequency, spending, and engagement, with trend tracking. Churn Risk & Prediction — identify customers who are about to stop buying, with at-risk alerts. Behavioral Tags — automatic badges such as Bargain Hunter, Cart Abandoner, and Brand Loyal. Manual Tags — your own tags alongside the automatic behavioral ones: create and colour them on a Manual Tags page, apply them from any customer profile, then filter and segment by them exactly like every other signal. Lifecycle Stages — see where each customer sits in their journey: New, Active, Loyal, or Lapsed. Order-Screen Intelligence Panel — a compact panel right on the WooCommerce order edit screen showing that customer’s health score, RFM segment, lifecycle stage, lifetime value, order count, and last-seen date. The intelligence follows you to the screen you already work on every day. Full Session History — every visit, page view, and search a customer has made, beyond the free 90-day window. Customer Activity Timeline — one chronological stream on the customer profile: searched → viewed → added to cart → ordered. Filter by event type and load older activity on demand. This is the behavioural join no order-based report can reproduce, finally on a single screen. Guest-to-Customer Merge — when a guest’s email later registers or checks out, their earlier anonymous sessions, searches, and views attach to the unified profile automatically, and a one-time background backfill repairs the history you already collected. Abandoned Cart Tracking — observe carts and detect abandonment and recovery, with an admin list and dashboard widget. (Tracking and insight only — no recovery emails are sent.) Full Revenue Analytics — a complete revenue dashboard with KPI cards, time-series, and a new-vs-returning-vs-guest revenue split. Cohort Retention — monthly acquisition cohorts in a heatmap: cohort size and the share returning at month 1, 2, 3 … 12, with an average-retention-by-offset chart, customer/percentage views, and CSV export. Precomputed daily, so the page loads instantly. Retention Metrics & Expected CLV — store-level churn rate over configurable windows (15/30/60/90 days · 4/6/12/24 months) with a trend chart and an expected-customer-lifetime-value card, sitting beside your per-customer scores. LTV Distribution — a histogram of how many customers sit in each lifetime-spend bracket, with average and median LTV cards, so you can see the shape of your customer base rather than one averaged number. Geographic Performance — net sales, orders, items, and unique products by billing country, with side-by-side country comparison, a comparison chart, and its own date-range picker. Refund-Rate Signal — each customer’s refund rate as a sortable column, a threshold filter, and a segment condition — the quality signal that separates a genuine high-value customer from a high-refund one. RFM Matrix Heat-Map — the whole customer base plotted on a recency × frequency grid, so you can see where your customers cluster and click into any cell. Enhanced Product Reports — product revenue over time, frequently-bought-together correlations, and a revenue-pattern heatmap by day and hour. Aggregate Conversion Funnel — a store-wide funnel view from sessions to purchase. Revenue Data Integrity — a diagnostic that validates the accuracy of your revenue figures. Stats pages — product-view stats, search-keyword stats, zero-result search terms, taxonomy/category stats, top-selling products, total customer spend, and live sessions. Advanced customer table — extra columns (RFM segment, health score, lifecycle stage, behavioral tags, manual tags, refund rate, average order gap) and filters by country, RFM segment, health score, health trend, lifecycle stage, behavior, manual tag, and refund rate. Advanced order-history filters — filter orders by payment method and order total. Session data tools — export and import session data (CSV), delete data by date range, and exclude bot/admin sessions from tracking. Ready-made segments — pre-built Pro segments out of the box (High Value At Risk, Loyal Champions, Needs Attention, Hibernating, High Health Declining). Marketing-ready CSV export presets — export any segment in a Klaviyo or Mailchimp column layout as well as the standard one. It is still just a file you download; the plugin connects to no external service, ever. Segment attached to your digest — pick a saved segment and its CSV rides along with each digest email, so the list you care about lands in your inbox without logging in. No limits — unlimited customers, full historical data, and unlimited saved segments. See Pro in action first: log in to the live demo (username `demo`, password `demo1234`) and browse every Pro screen — RFM segments, health scores, abandoned carts, revenue analytics — before you buy. Learn more at https://puredevs.com/pricing. Source Code for Bundled Libraries This plugin bundles the following third-party JavaScript libraries: Date Range Picker (admin/js/daterangepicker.min.js) Unminified source: admin/js/daterangepicker.js (included in the plugin package) Original source: https://github.com/dangrossman/daterangepicker Version: 3.1.0 License: MIT License Copyright (c) 2012-2019 Dan Grossman Chart.js (admin/js/chart.umd.js) Original source: https://github.com/chartjs/Chart.js Version: 4.4.1 License: MIT License Copyright (c) 2014-2023 Chart.js Contributors