Managing customers

PinLinkedIn

Every time a new customer places an order in your store, their name and information appear on your customer list. You can see and manage all your customers at the Customers page in your store admin. From there, you can add, edit, delete, filter, or search for a customer profile, as well as see all orders placed by a specific customer. If you want to give discounts to a specific set of customers, then you can create a customer group.

Adding customers

You can add customers in bulk by importing them to your existing store. For example, if you’re a brick-and-mortar store or a restaurant entering into e-commerce, you can add your existing customers to the customer list in your online store.

Once imported, you’ll be able to mark them as tax-exempt or include them into a customer group (loyal customers, wholesale customers, etc) and give them special discounts on their online orders.

To import customers:

  1. Create a simple CSV file with a customer list using a text editor, Excel, or OpenOffice. This CSV file must have comma (“,”) as a delimiter and it must start with a header (“name”,”email”,”password”). You can import a customer’s name, email address, and password (optional).

Managing_customers__3_.png

  1. From your store admin, go to Apps → App Market.
  2. Get and install the Import customers app. It’s free.
  3. Upload your CSV file via this app and new customers will be automatically created.

Editing customers

You can change an existing customer profile to update their information.

To edit a customer’s information via desktop:

  1. From your store admin, go to My Sales → Customers.
  2. Click the pencil icon of the customer profile you want to edit.
  3. In the Edit customer dialog, you can change a customer’s:
    • name
    • email address
    • assigned customer group
    • tax exemption settings
    • if the customer accepts marketing (agrees to receive marketing emails)
  4. Click Save to confirm your changes.

To edit a customer’s information via iOS app:

  1. From the My e-Shop app, go to Store → Customers.
  2. Click the name of the customer profile you want to edit.
  3. Click Edit to change a customer’s:
    • name
    • email address
    • phone number
    • assigned customer group
  4. Click Done to confirm your changes.

To edit a customer’s information via Android app:

  1. From the My e-Shop app, go to Store → Customers.
  2. Click the name of the customer profile you want to edit.
  3. Click Edit to change a customer’s:
    • name
    • email address
    • phone number
    • assigned customer group
  4. Save changes.

Searching and filtering customers

Use the Filter bar on the Customers page to search for customer name and email or filter all the customers that match one or more criteria (customer group assigned, tax-exempt, whether they accept email marketing, number of orders placed).

To filter customers:

  1. From your store admin, go to My Sales → Customers.
  2. Search for a full name or email address.
  3. Select the filter and conditions that you want.

Now you can see customers that match your filters. You can move between pages if there are multiple pages of results.

To remove the applied filters, clear the entered customer’s name, select the empty value for Tax-Exempt or unselect all groups under the Customer Group filter.

Creating customer groups

From the Customers page, you can add any customer from the list to any of your existing customer groups. Customer groups allow you to organize your customers into groups by different criteria (wholesale clients, B2B, VIP customers, etc.), give them discounts, etc.

To add or remove a customer to a group:

  1. From your store admin, go to My Sales → Customers.
  2. Perform a search, or filter your customer list.
  3. Select a customer, then click the pencil icon to the right of the customer’s name.
  4. Assign a customer group in the Customer group column.

Managing_customers__1_.gif

  1. Click Save.

Exporting customers

You can export the whole of your customer list, or it’s part to a CSV file. Exporting (and importing) customer data is the fastest way to update existing customer information or add new customers in bulk.

As an example, you can get a list of customers who allowed to send them promo emails.

To export specific customer list:

  1. From your store admin, go to My Sales → Customers page.
  2. Choose the Promo Email Allowed option in the Email Marketing filter:

Managing_customers__2_.png

  1. Click Export All Found below the customer list:

Managing_customers__1_.png

As a result, a CSV file will be downloaded to your computer. You can use email addresses from the exported file with the newsletter service of your choice.

Deleting customers

You can delete customer profile records from your store anytime. Deleting a customer account will not remove the order records the customer(s) has placed, and those records are still accessible from the Orders page.

To delete a customer account:

  1. From your store admin, go to My Sales → Customers.
  2. Perform a search, or filter your customer list to find specific customer accounts you wish to delete.
  3. Check the box next to the name of the customer record you want to delete.
  4. Click Delete, then click Yes to confirm your action.

You can delete customer accounts in bulk by checking more than one customer account at a time.

PinLinkedIn