Customers
Learn how to manage your customers: add new, modify and delete a customer.
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Add Customers
With a customer list, Shopify store owners you can send individual account invites, create customer groups and many other things to build relationships with customers. But before all that, you need to add customers to your list first to manage them all together. In this post, I’m going to show you how to add customers on Shopify within just less than a minute.
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Send Individual Account Invites
Sending individual account invites seems to be an effective way to engage your customers. By sending individual account invites, you can easily start opening a channel for two-sided communication, strengthen the relationship between you and your customers and create a network of loyal customers for your store in a long run.
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Email Customers
As an order is placed by a customer, his information including his name or address will be updated automatically in the customer list. There are lots of things that you have to do to manage your customers and build relationships with them. For instance, you might want to set up a customer group that needed to be treated differently because of their loyalty to your store. Or you can send emails or discounts to some targeted customers. This post is going to be about how to email customers on Shopify on Desktop, iPhone, and Android.
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Create Customer Groups
Creating customer groups will come in handy when you want to manage your customers effectively. For instance, you may have a group of loyal customers, so you want to reward them by giving them discounts and good deals or even set up a proper loyalty program for them. There’s a good chance that you also have some new customers, and what you want to do to this group is build relationships with them, send them emails, giving them value before you try to promote any of your products. For that reason, in this post I’m going to show you how to create customer groups on Shopify.
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Delete Customers
Customers are the backbone of your store. Sometimes, you may find it necessary to remove customer profiles from your Shopify store—perhaps due to lost contact or a direct request to erase their data.
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Disable A Customer's Account
During the time of managing your store, some customers will come, some will go. Your customer list of tomorrow might not be the same as itself today. Therefore, you would need to deactivate some of your customers. Disabling a customer’s account is a useful technique to manage your customer list on Shopify.
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Reset Customer Passwords
In today’s world, people have tons of accounts with different passwords, and forgetting them is common. While customers can usually reset their own passwords, there are times when they need your help. Thankfully, Shopify makes it easy for you to reset a customer’s password right from your admin.
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Add or Edit A Customer’s Address
Efficient customer management is key to running a successful Shopify store. One essential task is keeping customer address information up-to-date for seamless order fulfillment and accurate communication. This guide will show you how to easily add or edit a customer's address in Shopify, ensuring your records are accurate and your customers receive their orders without a hitch.
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Edit Customer Name or Email
If you have your own customer lists on Shopify, then it is time you were helped to manage your customers well. There are lots of things you can do to the customer lists such as adding customers or deleting the customer profiles, email your customers them or edit customers’ information in bulk. In this article, you will be shown how to edit a customer name or email on Shopify on Desktop, iPhone, and Android. If your list of customers is already existing on Shopify, editing a customer’s name or email is not a hard task to complete at all.
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Export Existing Customers
As we have known from the last article about CSV format and how to import existing customers using the customer CSV. When building your online store with Shopify, you may need to export customers information to third-party systems for a lot of different accounting reason.
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Import Existing Customers
With Shopify, you are able to import existing customers information by using customer CSV file. In computing, CSV stands for Comma-separated Values. The CSV file is a delimited text file that allows data to be saved in a table-structured format. Each line is a data record in which each value is separated by commas.
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How to Edit a Customer Note on Shopify
A customer note is now available on Shopify to help you keep track of a specific customer profile. It’s one method that you can use to effectively manage your customer list. as the notes can include the information you want to record from your customers.
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Edit Customer Profiles In Bulk
As you might not know about, you can take advantages of bulk editing to help remove customers, including the customer tags or even delete the customer profile tags for some customers at the same time. If any customers do not place or have not ordered on your online store, you can delete them. In this writing, you are shown how to edit customer profiles in bulk on Shopify.