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.

Add customers

To add a new 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

To email a customer profile:

Edit customers

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.

To edit your customer profiles in bulk:

  1. From your Shopify admin, go to Customers.

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

  3. Click 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.

To delete customer profile records:

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:

  • newest update
  • oldest update
  • most spent
  • most orders
  • customer's last name A-Z
  • customer's last name Z-A

Search for customers

Filter the customer list

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

  • money spent
  • number of orders
  • date an order was placed
  • date the customer was created
  • accepts email marketing
  • date an order was abandoned
  • account status
  • tags
  • location by country.

To filter your customer profile list:

  1. From your Shopify admin, go to Customers.

  2. Click Filter.

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

  4. Click Add filter.

You can repeat these steps to add multiple filters.

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've performed a search or applied filters, you can save the result list in your Shopify admin to create a new customer profile group. Your saved searches will show in the Shopify app when you tap the search button.

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

To create a customer profile group:

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

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

  3. In the Save search dialog, enter a name for the search result. You can save a search as a new group, or overwrite an existing group.

  4. Click Save to save the search and create the customer group:

    Save search confir

Tip

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.

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