Managing Customers

Editing Customers

Change an existing customer profile to update their information.

To edit a customer’s information:

  1. From My Sales → Customers.
  2. Click the pencil icon of the customer profile you want to edit.
  3. In the Store management dialog, to change a customer’s:
    • name
    • email address
    • if the customer accepts marketing (agrees to receive marketing emails)
  4. Click Save to confirm your 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 My Sales → Customers.
  2. Search for a full name or email address. Or select the filter and conditions that you want.

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

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. 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.

Exporting Customers

Note: This feature is not available on every Ecommerce tier plan. If the feature is not available for your plan, you will see the corresponding notification.

Exporting (and importing) customer data is the fastest way to update existing customer information or add new customers in bulk.

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

To export specific customer list:

  1. From My Sales → Customers page.
  2. Choose the Promo Email Allowed option in the Email Marketing filter:

3. ClickExport All Foundbelow the customer list:

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