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Guide on Tracking Paid Orders in Database

See which contacts made purchases, how much they spent, and when. Track revenue from WhatsApp conversations back to specific customers.

Updated this week

The Orders Interface

1. Profile Column Customer who placed the order. Shows names, their profile pic, plus channel icons.

Click the blue chat icon profile to jump straight to their full conversation history.

2. Order ID & Link The unique order identifier from your store:

  • "#1216", "#1215", "#1214" etc from Shopify

  • "#MAITR10799" for custom order systems

  • Click "Order Link" to open the order in your Shopify admin panel

These IDs match exactly what's in your Shopify/WooCommerce admin. Makes cross-referencing easy when customers ask "where's order 1216?"

3. Order Amount What they paid:

This is the final amount after discounts. Useful for:

  • Spotting high-value customers

  • Tracking average order values

  • Finding patterns in purchase amounts

4. Created At When the order was made.

Notice patterns for example:

  • Bunch of orders at 10:46 AM? Flash sale worked

  • Orders clustering on weekends? Plan your broadcasts accordingly.

  • Dead zones? Time to push marketing

5. Export Button Top right. Dumps all order data to CSV for a chosen time and date range:

  • Monthly reports

  • Tax prep

  • Analytics in Excel

  • Sharing with accountants

  • Backup records

6. Show All Dropdown

Filter what you're seeing:

  • All orders (default)

  • Today's orders

  • Yesterday's orders

  • Last 7 days

  • Last 30 days

  • Custom date range

7. Channel Selector

The section at the top left filters by source:

  • Instagram icon = Show only Instagram orders

  • WhatsApp icon = WhatsApp purchases only

  • Messenger Icon = Facebook DMs/automations purchases

  • Select multiple to compare channels

This answers "which channel makes more money?" Real fast.

The Count

"COUNT: 20" at bottom shows total orders in current view. Changes when you filter. Use this to track:

  • Daily order counts

  • Channel performance

  • Growth over time

Connecting Orders to Actions

This data should drive decisions:

  1. Segment Creation: Create "Purchased in last 30 days" or "Order value > 5000" segments

  2. Tag Assignment: Auto-tag big spenders, frequent buyers, dormant customers

  3. Broadcast Targeting: Message people who bought specific items

  4. Win-back Campaigns: Find customers who haven't ordered recently

  5. VIP Treatment: Identify and reward your best customers

The Orders view isn't just a record - it's your playbook for who to target, when to message, and what to offer.

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