Managing customers
Every time a new customer places an order in your store, their name and information appear on your customer list. You can see and manage all your customers at the Customers page in your store admin. From there, you can add, edit, delete, filter, or search for a customer profile, as well as see all orders placed by a specific customer. If you want to give discounts to a specific set of customers, then you can create a customer group.
Adding customers
You can manually add customers to the list on the Customers page in your store admin. For example, if you have a brick-and-mortar store with a customer base and you start selling online or if you‘re moving to store from another ecommerce platform.
To add a customer to your store admin:
- From your store admin, go to My Sales → Customers.
- Click + Add New Customer:
- Fill out the customer name, email, shipping address, and other data.
- Save the changes.
- From iOS app, go to Store → Customers.
- Tap + in the upper right corner.
- Fill out your customer’s details.
- Tap Done to save the changes.
- From Android app, go to Store → Customers.
- Tap the plus sign in the bottom right corner.
- Fill out your customer’s details.
- Save the changes.
That’s it! The customer is added to the list in your store admin.
You can also add customers in bulk by importing them to your store. For more in-depth instructions, refer to the Importing customer lists article.
Editing customers
You can change an existing customer profile to update their information.
To edit a customer’s information:
- From your store admin, go to My Sales → Customers.
- Click Actions → Edit Customer next to the customer profile you want to edit, or tick the profile and click Mass Update to choose an action.
- You can change a customer’s:
- name
- email address
- assigned customer group
- tax exemption settings
- if the customer accepts marketing (agrees to receive marketing emails)
You can also add a wide range of additional information on this customer like their social media accounts, phone numbers, shipping address, etc.
- Click Save to confirm your changes. Changes made with Mass Update are saved automatically.
- From iOS app, go to Store → Customers.
- Search for the customer and tap their profile to open it.
- Tap Edit and change customer details.
- Tap Done to confirm your changes.
- From Android app, go to Store → Customers.
- Search for the customer and tap their profile to open it.
- Edit customer details.
- Save the changes.
Searching and filtering customers
Use the Filter bar on the Customers page to search for customer name and email or filter all the customers that match one or more criteria (customer group assigned, tax-exempt, whether they accept email marketing, number of orders placed, etc).
To filter customers:
- From your store admin, go to My Sales → Customers.
- Search for a full name or email address, or click Filter in the upper left corner to select the filter and conditions that you want.
- From iOS app, go to Store → Customers.
- In the search bar, enter the customer's name, email, phone, or other details.
- From Android app, go to Store → Customers.
- In the search bar, enter the customer's name, email, phone, or other details.
Now you can see customers that match your filters. You can move between pages if there are multiple pages of results.
To remove the applied filters, clear the entered customer's name or unselect a filter.
Exporting customers
You can export the whole of your customer list or its part to a CSV file. Exporting (and importing) customer data is the fastest way to update existing customer information or add new customers in bulk. Learn more about exporting customers →
Adding customers to groups
From the Customers page, you can add any customer from the list to any of your existing customer groups. Customer groups allow you to organize your customers into groups by different criteria (wholesale clients, B2B, VIP customers, etc.), give them discounts, or create specific CSS codes that can hide or show certain elements depending on a group this customer belongs to.
Before managing customers, you should have at least one group created. To create a customer group:
- From your store admin, go to Settings → Customer groups.
- Click +Add new customer group.
- Enter the name of the group in the new field that appears. Customers which you’ll have assigned to this group will see the group name in their customer accounts in your store.
- Click Save.
Now you can sort your customers to groups. To add or remove a customer to a group:
- From your store admin, go to My Sales → Customers.
- Perform a search, or filter your customer list.
- Tick the customers you want to include into a particular group.
- Click Mass Update → Add to Group and choose a group of your choice:
- From iOS app, go to Store → Customers.
- Search for the customer and tap their profile to open it.
- Scroll down and tap Customer Group.
- Tap the group you want to assign.
- From Android app, go to Store → Customers.
- Search for the customer and tap their profile to open it.
- Scroll down and tap Customer Group.
- Tap the group you want to assign.
The changes are saved automatically.
Deleting customers
You can delete customer profile records from your store anytime. Deleting a customer account will not remove the order records the customer(s) has placed, and those records are still accessible from the Orders page.
To delete a customer account:
- From your store admin, go to My Sales → Customers.
- Perform a search, or filter your customer list to find specific customer accounts you wish to delete.
- Click Actions → Delete Customer → Delete for the customer profile you want to delete.
- (to delete multiple customers at a time) Check the box next to the names of the customer records you want to delete, then click Mass Update → Delete Selected → Delete.
- From iOS app, go to Store → Customers.
- Search for the customer and tap their profile to open it.
- Tap Edit.
- Scroll down and tap Delete Customer.
- Confirm the deletion.
- From Android app, go to Store → Customers.
- Search for the customer and tap their profile to open it.
- Tap the three dots in the upper right corner → Delete.
- Confirm the deletion.