How to manage customer accounts in Shopify?


by lucienne , in category: Business and Entrepreneurship , 7 months ago

How to manage customer accounts in Shopify?

Facebook Twitter LinkedIn Telegram Whatsapp

1 answer

by fred.nader , 5 months ago


To manage customer accounts in Shopify, follow these steps:

  1. Go to your Shopify admin dashboard and click on the "Customers" tab on the left-hand side.
  2. Here, you can see a list of all your current customers. You can search for a specific customer using the search bar or filter them based on various criteria.
  3. To add a new customer, click on the "Add a customer" button at the top right corner. Fill in the necessary details such as email, first name, last name, and any other relevant information. You can also choose to send an account invite to the customer.
  4. Click on a specific customer's name to view their account details. Here, you can edit their information, add tags, notes, and even view their order history.
  5. To manage customer accounts in bulk, select the checkboxes next to the customers you want to apply changes to. You can then perform actions like adding tags, sending email campaigns, or exporting their information.
  6. Shopify allows you to group your customers into different customer groups. To manage customer groups, click on "Manage groups" under the Customers tab. You can create new groups, edit existing ones, and assign customers to specific groups based on your segmentation criteria.
  7. If you are using Shopify's built-in customer accounts feature, customers can create and manage their own accounts on your website. You can customize the account registration and login pages by going to the "Settings" tab in your admin dashboard and selecting "Checkout." Under the "Customer accounts" section, you can enable or disable various account-related options.
  8. Additionally, Shopify has built-in features to reward your loyal customers. You can set up customer loyalty programs, offer discounts, and personalize their shopping experience. This can be done through the "Settings" tab and selecting "Loyalty and referrals" or by using Shopify apps specifically designed for customer loyalty.

By effectively managing customer accounts, you can tailor your marketing efforts, provide personalized customer support, and enhance overall customer satisfaction.