Adding and Managing Customers

1. Managing customers

When a new customer places an order with your store, their name and information are automatically added to your customer list. A customer profile is created when a customer interacts with your business in any of the following ways:

• 1. signing up for your mailing list or a customer account
• 2. placing an order
• 3. starting an order, but abandoning their checkout

Alternatively, you can add a customer to your store manually. You can send email messages to individual customers from your Shopify admin, or send discounts and email messages to groups of customers by using customer segments.

2. Send an email message to a customer

You can send an email message to a customer directly from your Shopify admin or from the Shopify app.

• 1. From your Shopify admin, go to Customers.
• 2. Click the customer name.
• 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. The code shop.name automatically enters your store's name into subject line of the email message.
• 5. In the Custom message field, enter your message.
• 6. To receive a copy of the message for your records, under Send bcc to, check the appropriate email addresses.
• 7. When you are finished, click Review Email.
• 8. Click Send notification.

3. Review sent emails

After an email is sent to a customer, a notification is displayed in the customer's timeline. If the email was not successfully sent, then a warning icon (ⓘ) is displayed next to the notification. You can review a sent email, and resend a copy of the email either to the customer or to yourself.

• 1. From your Shopify admin, go to Customers
• 2. Click the customer name.
• 3. In the Timeline section, locate the notification that an email has been sent.
• 4. Click View email.
• 5. Optional: To resend an email, do one of the following: (1) To send the email a customer, select Customer, and then click Resend. (2) To send the email to yourself, select Yourself, and then click Resend.

4. Edit customer profiles

If a customer profile already exists in Shopify, then you can edit the profile from the Customers page. Before you update a customer profile, verify if another staff member is currently making changes to the same profile so that your changes don't conflict. You can add a note to a customer profile to keep track of special information about the customer. Only staff members of your store can access these notes. These notes aren't visible to customers. Using tags can help you to organize your customer profile list. You can use tags to label your customers by using descriptive terms or to sort them into categories. For example, if you have important customers, then you can tag those customers as VIP. Tags can also be used to create customer segments. Tags are not case sensitive.

• 1. From your Shopify admin, go to Customers.
• 2. Click the customer name.
• 3. To add a note to the customer profile, in the Customer Note field, enter the appropriate information about the customer, and then click Save.
• 4. In the Customer overview section, click Manage > Edit contact information and then make the appropriate changes to the following information:
  • 1. first name
  • 2. last name
  • 3. language
  • 4. email address
  • 5. phone number
• 5. To edit the address, in the Customer overview section, click Manage > Manage addresses and do one of the following:
  • 1. To edit the current address, click Edit next to the appropriate address.
  • 2. To change which address is the default address, click Set as default next to the appropriate address.
  • 3. To add a new address to the profile, click Add new address.
• 6. To change whether taxes are collected or whether the customer is tax exempt, in the Customer overview section, click Manage > Manage tax exemptions.
• 7. To change whether the customer receives email marketing, in the Customer overview section, click Manage > Edit marketing settings.
• 8. To apply tags to the customer profile, in the Tags section, do either of the following:
  • 1. To add a tag, click the field, and then select a tag.
  • 2. To remove a tag, click the X next to a tag.