Managing Customers

  • Add Customers

    With a customer list, 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. In this post, I’m going to show you how to add customers on Shopify on Desktop, iPhone, and Android.

  • 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.

  • 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.

  • 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.

  • Delete Customers

    Sometimes, for whatever reason, you have profiles of customers that don’t buy from you. Maybe you succeeded in collecting their information. You may even sent them emails, individual account invites, but for whatever reasons they decided not to buy from your store. If you let those profiles stay in your customer list, it may cause a little annoyance when you try to manage your customers. So in this post, I’m going to show you how to delete customers on Shopify.

  • 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.

  • Reset Customer Passwords

    Taking care of your customer is not all about strategic stuff like build trust through emails or sending individual account invites. Sometimes, it’s just some small and seemingly trivial stuff. But it matters nonetheless. For instance, nowadays, one person can have many accounts, with many different passwords. So forgetting passwords is not an uncommon thing. Therefore, sometimes you will need to reset your customer passwords if they forget it. It’s a very simple thing indeed, but we want to be thorough with our tutorials, so we decided to write about it anyway. That’s taking care of customers as well.

  • Add or Edit A Customer’s Address

    When a customer set up an account in your store, you need to manage his or her information in order to manage your customer list properly. That includes small things like edit customer’s name or email, edit the customer note, edit the profile tags, etc. They are small things, indeed, but by no means trivial. In this post, we are going to show you to do one of those things: how to add or edit a customer’s address.

  • 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.

  • 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.

  • 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.

  • Edit Customer Note

    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 manage your customer list. The note can include the information you want to take note for your customers. Notes are only visible to the staff of the store, hence, your customers can not see them. In this writing, you will be shown how to edit a customer note on Shopify on Desktop, iPhone, and Android.

  • 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.

  • Edit Customer Profile's Tags

    As you are a merchant on any e-commerce platforms like Shopify, you should not ignore the tags on your customer profiles. Using those tags can aid in organizing the list of your customer profiles. Tags are also used to help you label the customers with their own categories, along with some descriptive terms. For instance, if the number of your customers comes from Facebook, then you can add tags to those customers as facebook customers or if your customers are wholesale customers, you can set tags to them as wholesale. Hence, in this writing, you will be instructed how to edit a customer profile’s tag on Shopify on Desktop, iPhone, and Android. Using tags is extremely good at saving your time and pave the way for the time you spend to take care of your customers.