The Customers app contains organized information about each of your shoppers. From here, you can view, edit, or create individual customer records.
The Customers List
When you access the Customers app, you'll see a list of all of your store's customers, sorted alphabetically by last name. Anonymous accounts – email addresses without a first or last name – appear at the top of the list, while records that begin with lowercase letters appear at the bottom of the list. You can use the column headings to sort customer records by the number, value, or the date of the most recent order they placed.
The Customer Details Page
Once you select a customer record, you'll see a brief summary of the customer's activity. This information varies, depending on the fields the customer filled out when they created the account. If the customer bought something from your store in the past, you'll see the total number of orders they placed and the total value of those orders.
The Order History tab is selected by default. It displays a table with information about the customer's orders, including each order's number, date, total, and status. To view more information about a specific order, press anywhere within that order's row.
Use the Notes section to add notes about a customer. They only display on this page.
How to Add a Customer
Most customer records are automatically created when customers place orders on your storefront. You can manually create a new customer record by following these steps:
- In the Customers app, press Add Customer.
- Type the customer's First name, Last name, Email address, and Phone Number in the relevant fields. Although Email address is the only required field, it's a good idea to enter as much information as possible for future reference.
- Press + Add New Address to enter each known address associated with the customer, making sure to select Primary Shipping or Primary Billing if applicable. Press Save.
- Select the Notes tab to add more information about a customer, if you like.
- Press Save.
Congratulations! You've successfully added a customer record to your store.
How to Edit or Remove a Customer
For more information, see "Customers App: How to Edit or Remove a Customer".
How to Export Customers
If you'd like to export your customer records to a spreadsheet, you can do so at any time from the app's landing page. Locate the downward-pointing arrow in the top right:
Simply press this button and save the file in the local directory of your choice.