How to Add Customers on Shopify

With a customer list, Shopify store owners you can send individual account invites, create customer groups and many other things to build relationships with customers. But before all that, you need to add customers to your list first to manage them all together. In this post, I’m going to show you how to add customers on Shopify within just less than a minute.

How to add customers on Shopify

1. Access Your Customers Section:

• Log in to your Shopify admin.
• Click on "Customers" in the left-hand menu.

2. Add a New Customer:

• Click the "Add customer" button.

3. Enter Customer Information:

Now, you need to fill the customer information to finish the process.

Essential Information: Fill in the required fields like

• First Name
• Email Address

Optional Information (Recommended):

• Last Name
• Phone number
• Shipping Address
• Tags (for organization)
• Note (internal only, not visible to the customer)
• Whether the customer wants to receive marketing emails
• Tax exempt status

4. Save the New Customer:

• Once all the details are filled in, click the "Save" button to create the customer profile.

Additional Ways to Add Customers

There are other ways to help you add customers on Shopify. Here are some of those methods:

• During Checkout: If a customer creates an account during checkout, their details will be automatically saved in your customer list.
• Import CSV File: You can import a CSV file with customer information to add multiple customers at once. Check Shopify's help docs for the correct CSV format.
• Shopify POS (Point of Sale): If you have a physical store, you can create customer profiles directly within the Shopify POS app.

Remember, building a strong customer base is key to a successful Shopify store. By efficiently adding and managing customer information, you can provide personalized experiences and foster long-lasting relationships with your shoppers.

How to delete customers on Shopify

In case you want to remove a specific customer on your Shopify store, here is the brief guide:

• Shopify admin dashboard → Customers
• Click on the customer you want to remove

• View the More actions → Delete customers

Besides the Delete option, you can conduct other actions like Merge customer, Request customer data, Erase personal data, etc. 

FAQs

1. Can I add customers in bulk to my Shopify store?

Yes, you can import a CSV file with customer information to add multiple customers at once.

2. Is it possible to create a customer account without an email address?

No, an email address is mandatory when creating a customer account in Shopify.

3. Can I automatically assign customers to specific customer groups when I add them?

While not natively possible, certain Shopify apps allow you to set up rules to automatically assign customers to groups based on specific criteria.

4. How can I add a customer note during the account creation process?

You can add a customer note directly within the "Add customer" form in your Shopify admin, under the "Notes" section.

5. What information is required to create a new customer account in Shopify?

At a minimum, you'll need the customer's first name and email address. You can also add additional details like last name, phone number, and shipping address.

In conclusion

We hope that the instruction on how to add customers on Shopify has helped you manage your customers a little bit better. Remember to follow our blogs for more up-to-date information regarding the flow of eCommerce world.