Managing customers

When a new customer places an order with your store, their name and information are automatically added to your customer list. You can email customers from the admin using their profile information, and depending on the circumstances, you can also manually add, edit, or delete a customer profile. If you want to send discounts or emails to a specific set of customers, then you can create a customer group.

A customer profile is created when an a customer interacts with your business, such as when a customer:

  • signs up for your mailing list or a customer account
  • places an order
  • starts an order but abandons their checkout
  • is added to your customer list manually

Add customers

Steps:

Email customers

Steps:

Edit customers

Edit a customer's subscription payment information

If you sell subscription products and need a customer to update their payment information because of a failed payment, then you can update your customer's profile in the Shopify admin.

  1. From your Shopify admin, click Customers.

  2. Click the customer profile that you want to edit.

  3. In the Payment methods section, click More actions and select an action:

    1. If you want your customer to update their card information themselves, then click Send link to update card, select the email address that you want to send the email from in the drop-down menu, and then click Send email.
    2. If you want to update your customer's card manually, then click Replace card, complete the Replace credit card form, and then click Confirm.
    3. If you want to remove your customer's payment method, then click Delete card.
  4. If you clicked Send link to update card, then select the email address you want to send the email from in the drop down menu and click Send email.

  5. If you clicked Replace card, then complete the Replace credit card form and click Confirm.

For more information on offering subscriptions, refer to Subscriptions.

Edit customer profiles in bulk

From your Shopify admin, you can use bulk editing to delete customers, add customer tags, and delete customer profile tags for several customers at once. You can delete customers only if they have no order history with your store.

Steps:

  1. From your Shopify admin, go to Customers.

  2. Select each of the customer profiles that you want to edit.

  3. Click More actions.

  4. Click the action of your choice.

  5. Depending on what you select, you might need to confirm your choice.

Delete customers

You can delete customer profile records from Shopify if the customer has no order history with your store. Customers with an order history can't be deleted from your store's records. If a deleted customer buys from your store in the future, a new record will be created for them.

Steps:

Sort the customer list

You can find a list of your customer profiles on the Customers page in your Shopify admin. Use the Sort by menu to sort your customer profile list by:

  • last update
  • amount spent
  • number of orders
  • date added as a customer

Search for customers

Filter the customer list

Although searching is useful to find a single customer profile, filtering allows you to view all the customers that match one or more criteria. From your Shopify admin, you can filter customer profiles by the following criteria:

  • Email subscription status
  • Tagged with
  • Customer account status (such as active or disabled)
  • Customer language
  • Amount spent in your store
  • Number of orders placed
  • Date of order
  • Date added as customer
  • Date of abandoned checkouts
  • Location by country (shows both shipping and billing locations)
  • Product subscription status (only shows for stores with subscriptions set up)

Steps:

  1. From your Shopify admin, go to Customers.

  2. Click More filters.

  3. Select the filter and conditions that you want, as well as a value.

  4. Optional: Repeat steps 1 and 2 to add multiple filters.

  5. Optional: To remove filters, click Clear under a specific filter, or click Clear all filters.

  6. Click Done.

The customer profile list shows the customers that match your filters. You can move between pages if there are multiple pages of results.

Labels summarize all the filters you've placed on your customer profile list. Click the x to remove a filter.

Create customer groups

After you perform a search or apply filters, you can save the list of results in your Shopify admin. This creates a new filter tab at the top of your customer list. You can use the filter tabs to quickly sort your customers into groups. Your saved searches also show in the Shopify app when you tap the search button.

Customer groups can be combined with discounts to offer promotions to specific customer groups.

Customer groups also help you target specific subscribers when you send marketing emails with Shopify Email.

Customer groups update automatically, so customers will be added and removed from groups depending on the search or filter terms used to create the customer group.

Steps:

  1. Perform a search, or filter your customer list.

  2. Click Save filters after you've applied one or more filters or performed a customer profile search.

  3. In the Save as dialog, enter a name for the filter or search result.

  4. Click Save filters to save the search and create a tab at the top of your customer list.

US military shipping addresses

Military mailing addresses in the US have a unique format that must be entered in a specific way. If the address is entered incorrectly, then the order might not arrive to the intended recipient. There are 3 different types of US military address:

  • Army/Air Post Office (APO)
  • Fleet Post Office (FPO)
  • Diplomatic Post Office (DPO)

If you receive an order with a US military shipping address, then make sure that the address has been entered correctly before you ship the order. If the shipping address hasn't been entered correctly by the customer, then edit the customer address using the following guidelines:

  • The recipients name must be entered into the Name fields, but their rank is optional.
  • For AP addresses, the PSC and BOX numbers must both be in the Address field.
  • For FPO and DPO addresses, the UNIT and BOX numbers must both be in the Address field.
  • The City field must contain only APO, FPO, or DPO. Don't enter the name of the city.
  • United States must be selected in the Country/Region field.
  • Armed Forces Americas, Armed Forces Europe, or Armed Forces Pacific must be selected in the State field. These location might be entered in abbreviated form by your customer as AA (Armed Forces America), AE (Armed Forces Europe), or AP (Armed Forces Pacific).

If you're unsure of some of the address information, then contact the customer that placed the order for further clarification.

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