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:

Desktop

1. From your Shopify admin, click Customers.

2. From the Customers page, click Add customer.

3. Fill in the applicable fields and update the applicable checkboxes:

   • Customer accepts marketing: Check this box if the customer has agreed to receive marketing emails or newsletters.
   • Collect tax: Keep this box checked if you're charging sales tax from the customer. If the customer is located in Canada, then you can also select applicable tax exemptions from Browse or search exemptions.

   Note

   Only one email address can be associated with a customer account at a time. You can change the email address associated with an account by editing the customer.

4. Click Save to create the customer profile.

iPhone

1. From the Shopify app, tap Store, and then tap Customers.
2. Tap the + button.
3. Enter the customer's information. You can enter the following details for the customer:
   • name
   • phone number
   • email address
   • address

4. Enable the options that apply to the customer profile:

   • Enable Customer accepts marketing if the customer has agreed to receive marketing emails or newsletters.

   Note

   Only one email address can be associated with a customer account at a time. You can change the email address associated with an account by editing the customer.

5. Tap Save to create the customer profile.

Android

1. From the Shopify app, tap Store, and then tap Customers.
2. Tap the + button.
3. Enter the customer's information. You can enter the following details for the customer:
   • name
   • phone number
   • email address
   • address

4. Enable applicable options:

   • Enable Accepts marketing if the customer has agreed to receive marketing emails or newsletters.

   Note

   Only one email address can be associated with a customer account at a time. You can change the email address associated with an account by editing the customer.

5. Tap the check mark to create the customer profile.

Note

If you want to enable tax overrides for all customers at the municipal, state, or national level, then you can do that on the Taxes page of your Shopify admin.

Email customers

Steps:

Desktop

1. From your Shopify admin, click Customers.

2. Click the name of the customer profile you want to send the email to.

3. In the Customer overview section, click the customer's email address.

4. Edit the subject line for the email, or leave it as the default. shop.name generates as your store's name in the sent email.

5. In the Custom message for this customer field, type your message.

6. If you want to receive a copy of the message for your records, then select where you want copies to be sent under Send bcc to.

7. When you are finished, click Review email.

8. Review your email. If you are satisfied, then click Send notification. If you want to revise the message, then click Back.

iPhone

1. From the Shopify app, tap Store, and then tap Customers.

2. Tap the name of the customer profile you want to send the email to.

3. In the Contact section, tap Email. You are redirected to the default email app on your device.

4. Edit the subject line and body of the email, review the email, and then send it.

Android

1. From the Shopify app, tap Store, and then tap Customers.

2. Tap the name of the customer profile you want to send the email to.

3. In the Contact section, tap Email. You are redirected to the default email app on your device.

4. Edit the subject line and body of the email, review the email, and then send it.

Edit customers

Desktop

If a customer profile already exists in Shopify, then you can edit its information on the Customers page:

• Edit a customer’s name or email
• Edit a customer’s address
• Edit a customer's tax exemption settings
• Edit a customer note
• Edit a customer’s tags
• Edit a customer's subscription payment information

Before you update a customer profile, check if another staff might also be making changes to the same profile.

Edit a customer's name or email

Steps:

1. From your Shopify admin, go to Customers.

2. Click the name of the customer profile you want to edit.

3. In the Customer overview section, click Edit:

4. In the Edit customer dialog, you can change:

   • the customer's first name
   • the customer's last name
   • the customer's email address and phone number
   • the customer's phone number
   • if the customer accepts marketing (agrees to receive marketing emails)

   Note

   Only one email address can be associated with a customer account at a time. You can change the email address associated with an account by editing the customer.

5. Click Save to confirm your changes to the customer profile's information.

Edit a customer's address

Steps:

1. From your Shopify admin, go to Customers.

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

3. In the DEFAULT ADDRESS section, click Manage to view or edit existing addresses.

4. In the Manage addresses dialog, click Edit address under the address that you want to edit.

5. Change the customer's address details and click Save.

Edit a customer note

A customer note contains information that you might want to keep track of for a particular customer profile. Notes are visible to store staff only, so your customers won't see them.

Steps:

1. From your Shopify admin, go to Customers.

2. Click the name of the customer profile you want to edit.

3. Under Customer Note, add or change existing notes in the text box, and click Save.

Edit a customer's tags

Using tags can help you organize your customer profile list. You can use tags to label your customers with categories or descriptive terms. For example, if you have wholesale customers, then you can tag those customers as wholesale.

Steps:

1. From your Shopify admin, go to Customers.

2. Click the name of the customer profile you want to edit.

3. In the Tags section, add or edit your customer profile tags in the text box. Tags can have up to 255 characters.

4. Click Save to confirm your changes.

Tip

You can search and filter your customer profile list using tags.

iPhone

If a customer profile already exists in Shopify, then you can edit their information on the Customers screen:

• Edit a customer's name, email address, or phone number
• Add or edit a customer's address
• Edit a customer's tax exemption settings
• Edit a customer note
• Edit a customer's tags

Steps:

1. From the Shopify app, tap Store, and then tap Customers.
2. Tap the customer profile that you want to edit.
3. Tap Edit.

4. From the Edit customer screen, you can change the following details:

   • the customer's first name
   • the customer's last name
   • the customer's email address
   • the customer's phone number
   • the customer's addresses
   • whether the customer has agreed to receive marketing emails or newsletters
   • whether the customer is exempt from all taxes.

   Note

   Only one email address can be associated with a customer account at a time. You can change the email address associated with an account by editing the customer.

5. Tap Save to apply your changes.

Add or edit a customer's address

Customers can have multiple addresses associated with their profile. With the Shopify app, you can add new addresses to a customer profile, edit an existing address, and select a default address.

Tip

When a customer has an account with your store, their default address will be pre-filled for them when they check out on your online store. Learn more about customer accounts.

Steps:

1. From the Shopify app, tap Store, and then tap Customers.
2. Tap the customer profile that you want to edit.
3. Tap Edit.
4. Tap Edit addresses.

5. On the Edit addresses screen, select whether you want to add an address or edit an existing address:

   • If you want to edit an existing address, then tap it.
   • If you want to add a new address, then tap the + button.

6. Enter or edit the customer's address, and then tap Save.

7. If you want to make the address the customer profile's default address, then tap Make default address beneath it on the Edit addresses screen.

Edit a customer note

Steps:

1. From the Shopify app, tap Store, and then tap Customers.
2. Tap the customer profile that you want to edit.
3. Under Note, add or edit your note about the customer.
4. Tap Save.

Edit a customer profile's tags

Steps:

1. From the Shopify app, tap Store, and then tap Customers.
2. Tap the customer profile that you want to edit.
3. In the Tags section, enter or edit the customer's tags, separated by a comma.

Tip

You can search and filter your customer profile list using tags.

Android

If a customer profile already exists in Shopify, then you can edit their information on the Customers screen:

• Edit a customer's name, email address, or phone number
• Add or edit a customer's address
• Edit a customer's tax exemption settings
• Edit a customer note
• Edit a customer profile's tags

Edit a customer's name, email address, or phone number

Steps:

1. From the Shopify app, tap Store, and then tap Customers.
2. Tap the customer profile that you want to edit.
3. Tap the pencil icon to edit the customer profile.
4. From the Edit customer details screen, you can change:
   • the customer's first name
   • the customers's last name
   • the customer's email address
   • the customer's phone number
   • the customer's addresses
   • whether the customer has agreed to receive marketing emails or newsletters
   • whether the customer is exempt from all taxes.

Note

Only one email address can be associated with a customer account at a time. You can change the email address associated with an account by editing the customer.

1. Tap the check mark to save your changes to the customer profile's information.

Add or edit a customer's address

Customers can have multiple addresses associated with their profile. With the Shopify app, you can add new addresses to a customer profile, edit its existing addresses, and set a default address.

Tip

When a customer has an account with your store, their default address will be pre-filled for them when they check out on your online store. Learn more about customer accounts.

Steps:

1. From the Shopify app, tap Store, and then tap Customers.
2. Tap the customer profile that you want to edit.
3. Tap the pencil icon to edit the customer profile.

   

4. Under Default address tap EDIT ADDRESSES.
5. On the Edit addresses screen, select whether you want to add an address or edit an existing address:
   • If you want to edit an existing address, then tap the pencil icon beside it.
   • If you want to add a new address, then tap the + button:
6. Enter or edit the customer's address.
7. Tap the check mark to save the address.
8. If you want to make the address the customer's default address, then tap MAKE DEFAULT ADDRESS under it on the Edit addresses screen.

Edit a customer note

Steps:

1. From the Shopify app, tap Store, and then tap Customers.
2. Tap the customer profile that you want to edit.
3. Under Note, add or edit your note about the customer.
4. Tap the check mark to save your changes.

Edit a customer profile's tags

Steps:

1. From the Shopify app, tap Store, and then tap Customers.
2. Tap the customer profile that you want to edit.
3. Tap the text field under Tags.
4. From the Tags screen, enter or edit the customer profile's tags, separated by a comma.
5. Tap the check mark to save your changes.

Tip

You can search and filter your customer profile list using tags.

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

4. If you clicked Send link to payment method, then select the email address you want to send the email from in the drop down menu and click Send email.

5. For some payment method, if you clicked Replace payment method, then complete the Replace payment method 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:

Desktop

1. From your Shopify admin, go to Customers.

2. On the Customers page, select the customer profiles you want to delete using the checkbox next to each name.

3. Click Actions.

4. Click Delete selected customers.

5. Click Delete to confirm.

iPhone

1. From the Shopify app, tap Store, and then tap Customers.
2. Tap the customer profile that you want to delete.
3. Tap Edit.
4. Tap Delete customer.
5. Tap Delete to confirm.

Android

1. From the Shopify app, tap Store, and then tap Customers.
2. Tap the customer profile that you want to delete.
3. Tap the pencil icon on the customer details screen.
4. Tap DELETE CUSTOMER.
5. Tap DELETE to confirm.

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

Desktop

Use the search bar on the Customers page to search for specific customer profiles. You can search for any part of a customer's name, email, phone number, or address.

Enter a search term into the box marked with a magnifying glass, and your customer profile list will update to show you the customers that match that term.

iPhone

You can use the search bar on the Customers screen to search for specific customer profiles. You can search for any part of a customer's name, email, phone number or address.

Tap the search bar, and then enter a search term. Matching customers will appear beneath the search box. If you have any saved customer groups, then you can tap one to find customer profiles in that group.

Tip

You can use Spotlight search on your iOS device to search for orders, products, collections, and customers. Tap an item to open it in the Shopify app.

Android

The search button on the Customers screen allows you to search for specific customer profiles. You can search for any part of a customer's name, email, phone number or address.

The search button on the Customers screen allows you to search for specific customer profiles. You can search for any part of a customer's name, email, phone number or address.

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 to target specific subscribers when you send marketing emails with Shopify Email, or marketing messages using SMS.

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.