Customer Management

Steps:

1. Access Customers:

   • Log in to Shopify.

   • Click Customers from the left-hand menu.

2. View Customer Profiles:

   • Click on any customer to see:

     • Contact details

     • Order history

     • Total spent

     • Tags

3. Edit Customer Details:

   • Inside the customer profile, click Edit to update:

     • Email

     • Phone number

     • Address

   • Add or remove tags (e.g., VIP, Wholesale).

4. Create Customer Segments:

   • On the main Customers page, click Create segment.

   • Use filters to define criteria (e.g., customers who spent over £100).

   • Save and name your segment for future use.

5. Export Customers:

   • Click Export (top right of the Customers page).

   • Choose:

     • All customers

     • Current page

     • Selected customers

     • A segment

Best Practices:

• Use tags and segments to personalise marketing (e.g., special offers for VIPs).

• Regularly update customer information for accurate records.

• Export customer segments for targeted email campaigns.

• Review new vs returning customers in analytics to monitor retention.