How to Create And Manage Customer Accounts In Shopify?

12 minutes read

Creating and managing customer accounts in Shopify is essential for cultivating customer relationships and enhancing the overall shopping experience. Here is a step-by-step guide on how to undertake this process:

  1. From your Shopify admin dashboard, navigate to the Customers tab located on the left-hand menu.
  2. To create a new customer account, click on the "Add customer" button.
  3. Fill in the required details such as email address, first and last name, and any additional relevant information.
  4. You can also add a customer's address by clicking on the "Add an address" button and filling in the necessary fields.
  5. Assigning a customer tag can help you categorize and differentiate between various types of customers. This allows you to provide personalized experiences, targeted marketing or exclusive offers.
  6. Set an account password for the customer or send an email invitation to create their own password. If you choose to send an invitation, Shopify will automatically send an email to the customer with instructions to activate their account.
  7. To manage existing customer accounts, search for a specific customer using the search bar or browse through the customer list.
  8. Clicking on a customer's name will redirect you to their account details page. Here, you can view and modify their information, order history, and connected email addresses.
  9. From this page, you can also add notes to record important details, conversations, or any actions taken.
  10. Managing customer accounts also allows you to create and apply customer-specific discounts, manage their newsletter subscription preferences, and review their previous interactions or conversations with support.
  11. To enhance customer service and engagement, you can also segment customers based on specific attributes, such as location or purchase history, and enter them into targeted marketing campaigns.


By effectively creating and managing customer accounts, you can build strong relationships, provide a personalized experience, and encourage customer loyalty in your Shopify store.

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What is the procedure for customer account recovery in case of a lost password in Shopify?

If a customer loses their password in Shopify, they can follow these steps for account recovery:

  1. Visit the Shopify login page.
  2. Click on the "Forgot?" button next to the password field.
  3. Enter the email address associated with their Shopify account.
  4. Click on the "Send Instructions" button.
  5. Shopify will then send an email to the provided email address with instructions on how to reset the password.
  6. The customer should check their email inbox and open the email from Shopify.
  7. Within the email, there will be a link to reset the password. They can click on the link.
  8. It will redirect them to a page where they can enter a new password.
  9. The customer should create a strong and unique password for their account.
  10. After entering the new password, they can click on the "Reset Password" button to confirm the changes.
  11. Once the password is successfully reset, the customer can now log in to their Shopify account using the new password.


It is important for customers to ensure their password is secure and not easily guessed to protect their account and personal information.


How to customize the customer registration form in Shopify?

To customize the customer registration form in Shopify, follow these steps:

  1. Log in to your Shopify admin panel.
  2. Go to "Online Store" and select "Themes".
  3. Locate the theme you are using and click on "Actions" > "Edit code".
  4. In the left-hand sidebar, find "Customers" and click on it.
  5. Look for "register.liquid" and click on it to open the file.
  6. In this file, you can modify the HTML and liquid code to customize the registration form. You can add or remove form fields by editing the HTML code. You can also modify the layout and styling using HTML and CSS. The liquid code allows you to add conditional logic or validations to the form.
  7. Save your changes by clicking on the "Save" button.
  8. Preview your changes to ensure they appear as intended.
  9. To make the changes live on your store, click on "Online Store" > "Themes" and then click on "Publish" in the top right corner.


Remember to test the registration form after making your customizations to ensure it functions correctly and captures the required information.


What is the procedure to import customer account data into Shopify?

To import customer account data into Shopify, you can follow the following procedure:

  1. Prepare the customer data: Make sure your customer data is in a compatible format like CSV, Excel, or another supported file format. Ensure that the data includes the required customer information, such as email addresses, names, and other relevant details.
  2. Access the Shopify admin: Log in to your Shopify admin using your account credentials.
  3. Go to the Customers section: From the Shopify admin, navigate to the Customers tab, usually located on the left-hand side of the dashboard.
  4. Click on "Import customers": Within the Customers section, you should see an option to "Import customers." Click on it to start the import process.
  5. Choose the file: Click on the "Choose File" button, and select the customer data file from your computer that you prepared earlier.
  6. Map the data fields: Shopify provides a field mapping feature that allows you to link the columns of your customer data file to the corresponding fields in Shopify. Map the fields accordingly to ensure the imported data is mapped correctly.
  7. Additional options: Shopify also provides additional options during import, such as sending an email invite to customers, enabling email marketing, and more. Select the options as per your requirements.
  8. Preview and import: After mapping the fields and selecting the options, Shopify will display a preview of the imported data. Review the preview to ensure everything looks accurate. If satisfied, click on the "Import customers" button to proceed with the import.
  9. Monitor the import progress: Depending on the size of your customer data file, Shopify may take some time to import the data. Monitor the progress bar or check the import status section to know the import progress.
  10. Verify imported customer data: Once the import is complete, Shopify will notify you. Verify the imported customer data to ensure all the records are imported correctly.


Following this procedure, you can import customer account data into Shopify and have it readily available within your store.


How to enable/disable customer account creation in Shopify?

To enable or disable customer account creation in Shopify, follow these steps:

  1. Login to your Shopify admin panel.
  2. From the Shopify admin dashboard, go to the "Settings" tab and click on "Checkout" on the left-hand side menu.
  3. Scroll down to the "Customer accounts" section.
  4. To enable customer account creation, select the option "Accounts are required" or "Accounts are optional" depending on your preference. "Accounts are required" will force customers to create an account during the checkout process. "Accounts are optional" will provide customers with the choice to create an account or checkout as guests.
  5. To disable customer account creation completely, select the option "Accounts are disabled". This will remove the option for customers to create accounts during the checkout process.
  6. After making the desired selection, click on the "Save" button to apply the changes.


By following these steps, you can easily enable or disable customer account creation in Shopify according to your business needs.


How to track customer orders in Shopify?

To track customer orders in Shopify, you can follow these steps:

  1. Log in to your Shopify admin dashboard.
  2. From the sidebar, click on "Orders" to access the order management page.
  3. Here you will see a list of all the orders placed by your customers.
  4. You can sort and filter the orders based on various criteria, such as the order number, customer name, date, and fulfillment status, using the available options.
  5. To view more details about a specific order, click on its order number.
  6. Inside the order details, you can see the customer's information, products ordered, shipping address, and payment status.
  7. You can update the order status manually, such as marking it as fulfilled or shipped, by clicking on the "More actions" button and selecting the appropriate option.
  8. To track the order's shipping progress, check if the order is fulfilled. If it is, you can click on the tracking number to view shipping information and track it through the carrier's website.
  9. Additionally, you can also use Shopify apps or integrations with shipping carriers to automate shipping updates and provide tracking information to your customers.
  10. You can notify customers about their order status and tracking information by sending them order confirmation and shipping notification emails directly from Shopify.
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