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 also manually add, edit, or delete a customer. 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:

  1. From your Shopify admin, click Customers (or press G C):

    Customers

  2. From the Customers page, click Add customer:

    Add customer 1
  3. Fill in the applicable fields and then check the applicable checkboxes:

    Add customer 2

    • check Customer accepts marketing if the customer has agreed to receive marketing emails or newsletters
    • check Customer is tax exempt if the customer should be 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.

  4. Click Save customer to create the customer.

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 the admin.

Edit customers

Edit customers in bulk

You can use bulk editing to delete customers, add customer tags, and delete customer tags for several customers at once.

To edit your customers in bulk:

  1. From your Shopify admin, click Customers (or press G C):

    Customers

  2. Select each of the customers that you want to edit.

  3. Click Bulk actions:

    Bulk actions customers click

  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 records from your Shopify admin. This will completely remove the customer's information, including their order history. If a deleted customer buys from your store again, a new record will be created for them on the Customers page of your admin.

To delete customer records:

  1. From your Shopify admin, click Customers (or press G C):

    Customers

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

    Customer delete check

  3. Click Bulk actions.

  4. Click Delete selected customers:

    Delete selected customers

  5. Click Delete to confirm:

    Delete customers confirm

Sort the customer list

You can find a list of your customers on the Customers page in your Shopify admin. By default, your customer list is organized from newest to oldest, with the most recently-edited customers at the top. By clicking the column headings in the customer list, you can sort by:

  • name
  • location
  • number of orders
  • last order
  • total spent.

Click the column heading a second time to reverse the sort order.

For example, if you want to see which customers have made the most orders, click the heading of the Orders column:

Sort customers

Search for customers

Filter the customer list

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

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

To filter your customer list:

  1. From your Shopify admin, click Customers (or press G C):

    Customers

  2. Click Filter customers:

    Filter customers 1
  3. From the drop-down menu, select the filter and conditions that you want, as well as a value.

  4. Click Add filter:

Add filter

You can repeat these steps to add multiple filters.

The customer list shows the customers that match your filters. You can click < and > to move between pages if there are multiple pages of results.

The blue label below the search box summarizes all the filters you've placed on your customer list. Click the x to remove that filter:

Filter examples

Create customer groups

After you've performed a search or applied filters, you can save the result list to create a new customer group. Groups can be combined with discounts to offer promotions to specific customer groups.

To create a customer group:

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

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

    Save search

  3. In the Save search dialog, enter a name for the customer group. You can choose to save the 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

Did you know?

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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