Edit Customer Name or Email

Outdated customer information like their name and emails can cause problems for your Shopify store, like marketing errors and missed sales opportunities. That’s why it’s important to keep your customer lists updated.

This guide will walk you through the simple process of editing customer profiles on Shopify, so you can keep your records accurate and up-to-date. It is not a hard task to complete at all.

Before You Update A Customer Profile

Before updating a customer profile in Shopify, it’s important to ensure the following:

• Verify Customer Details: Double-check the customer’s current information to ensure that any changes or updates are accurate and necessary. This includes verifying the correct spelling of names, addresses, and contact information.
• Backup Existing Data: It’s always a good idea to have a backup of the original customer data before making any changes. You can export the customer list to a CSV file for safekeeping.
• Ensure Permissions: Make sure you have the appropriate permissions to edit customer profiles. This is especially important if you have multiple staff members managing the store.
• Notify the Customer (if applicable): If the update involves critical information (e.g., changing email addresses, phone numbers, or subscription preferences), consider notifying the customer to ensure they are aware of the changes.
• Review for Duplicates: Before making changes, check for any duplicate customer profiles. If you find duplicates, you can merge them into a single profile or delete the duplicated profile.
• Update Related Information: If the customer profile change affects other parts of the business (e.g., subscription services, order history, or loyalty programs), make sure to update those areas as well.

Edit Customer Profiles From Your Shopify Admin

To edit customer profiles in your Shopify admin, follow these steps:

Step 1: From your Shopify admin, navigate to Customers.

Step 2: Select the customer whose profile you wish to edit by clicking on their name.

Step 3: In the Customer Overview section, click … to make the following updates

• Edit Contact Information: Modify the first name, last name, email address, and phone number.
• Manage Addresses: Update the current address, set a default address, or add a new address.
• Manage Tax Exemptions: Adjust any tax exemption settings.
• Edit marketing settings: Enable or disable customers to receive email or SMS marketing.
• Add to company: Enable customers to place B2B orders

Step 4: Once you’ve made the necessary changes, click Save to apply them.

Edit Customer Profiles From Your Shopify POS Apps

Shopify’s point-of-sale (POS) app extends the functionality of your online store to physical retail locations. While it’s primarily designed for processing transactions, it also allows you to manage customer profiles directly from the app, adding a layer of convenience and flexibility to your customer relationship management.

Here’s how you can edit customer profiles using the Shopify POS app:

Step 1: Open the Shopify POS app and tap Customers in the taskbar.

Step 2: Use the search bar to enter the customer’s name or email.

Step 3: In the search results, tap the information icon next to the customer’s name.

Step 4: On the Edit customer screen, update the customer’s details, such as their name, address, and preferences.

Step 5: If the customer consents to marketing, toggle the Accepts marketing option in the pull-up menu.

Step 6: Tap Save to apply your changes.

Note: If you have Customer Management permissions, you can also add customer or create customer tags.

Edit Customer Profiles In Bulk

To edit customer profiles in bulk from your Shopify admin, follow these steps:

Step 1: In your Shopify admin, go to Customers.

Step 2: Select the customer profiles you want to edit by checking the boxes next to their names.

Step 3: Click the Bulk edit button.

Step 4: You can modify fields like First name, Last name, Tags, Email, and Accepts email marketing. For other details, such as address lines or phone numbers, you will need to use a CSV file or edit each profile individually.

Step 5: After making your changes, click Save to apply them.

Tip: To select all customers on the page or within a segment, check the Customer name checkbox and then click Select all 50+ customers in your store if needed.

Bottom Line

Editing and managing customer profiles on Shopify regularly is crucial for maintaining accurate data, improving customer relationships, and streamlining your e-commerce operations. Remember, keeping profiles up-to-date isn’t just about organization, it’s about providing a personalized experience that keeps customers coming back.