Create, manage, and analyze your store's customers
All store Customers can be found by navigating to the Customers menu in the Dashboard. The Customers List View can be searched, sorted, and filtered by multiple attributes. The resulting list can be exported by choosing Actions > Export.
The default Search function finds customers based on their Name, Email, or Phone, and supports partial matches when returning search results.
Choosing Filters allows a partial-match search by Customer Address fields, along with a variety of other search filters.
The Customer Details view is organized to display and offer quick access to all events and information associated to a customer, and organized visually in the Customer Timeline.
From this Customer Details view, several quick links are available:
Select the More Actions menu to perform the following:
- Send Password Reset Email - invite the customer to access their storefront customer account by resetting their password
Open Tickets and Disputes associated to the customer are summarized and linked here.
The Customer card displays key data about the customer:
- Email Address
- Phone Number
- Total Spent (Lifetime)
- Total Orders
- Customer Since (Customer Creation Date)
Choose Edit to modify the customer's email address, name, phone, language. Select Subscribe to Marketing Emails when the customer has opted into marketing content from your store.
- Order Number
- Total Amount
- Date Placed
- Order Status
- Fulfillment Status
- Payment Status
The customer's existing or past subscriptions are listed on the Subscriptions card.
- Subscription ID
- Subscription Status
- Subscription Billing Frequency
- Products, quantity and item price
- Subscription Total Amount
- Next Renewal Date
The customer’s Billing and Shipping Addresses can be viewed and edited through the Addresses card. Choose Manage to create a new address, or edit existing addresses for the customer, and set defaults for Billing and Shipping.
Any emails sent to the customer such as transactional emails can be selected and viewed from the Timeline.
Notes added to a customer's account are displayed on the Timeline. To attach a new note to the customer, choose Add Note. Notes are editable for 5 minutes after they’ve been added.
Add or modify any Tags on the customer's record to allow for custom workflows, segmentation, and filtered search views of customers with specific tags. Tags can be freely created, applied, and removed.