How to Add a Customer to Your Shopify Store

How to Add a Customer to Your Shopify Store

Adding a customer to your Shopify store manually can be useful for maintaining customer records, processing phone orders, or managing wholesale accounts. Here’s a step-by-step guide on how to add a customer to your Shopify store:

How to Add a Customer to Your Shopify Store

Step 1: Access Your Shopify Admin

  1. Log in to your Shopify account.
  2. Once logged in, you will be directed to your Shopify admin dashboard.

Step 2: Navigate to Customers

  1. From the Shopify admin dashboard, click on "Customers" in the left-hand sidebar.

Step 3: Add a New Customer

  1. In the Customers section, click on the "Add customer" button located at the top right corner.

Step 4: Enter Customer Details

  1. Contact Information:
    • First Name: Enter the customer’s first name.
    • Last Name: Enter the customer’s last name.
    • Email: Enter the customer’s email address.
    • Phone: Enter the customer’s phone number (optional).
  2. Address:
    • Click on "Add address" and enter the customer's address details including street, city, postal code, and country.
  3. Additional Information:
    • Company: Enter the customer’s company name (if applicable).
    • Tax Exempt: Tick the box if the customer is tax-exempt.

Step 5: Customer Preferences

  1. Customer Tags: Add any tags that help you categorise or segment this customer (e.g., "VIP", "Wholesale").
  2. Note: Enter any additional notes or important information about the customer.
  3. Accept Marketing: Tick the box if the customer has agreed to receive marketing emails.

Step 6: Save the Customer

  1. After filling in all the necessary details, click on the "Save" button at the top right corner.

Additional Tips

  1. Bulk Upload: If you need to add multiple customers, consider using the bulk upload feature. You can import a CSV file with customer information. To do this, click "Import" on the Customers page and follow the instructions.
  2. Customer Groups: Use customer tags to create customer groups for targeted marketing campaigns and special offers.
  3. Order History: Once added, you can view and manage the customer’s order history from their profile in the Customers section.
  4. Customer Management: Regularly update customer information to ensure it is accurate and up-to-date.

Conclusion

Adding customers to your Shopify store is a straightforward process that helps you manage and organise your customer base effectively. By manually adding customers, you can ensure that all customer interactions and purchases are recorded, allowing you to provide better service and personalised marketing. If you encounter any issues or need further assistance, Shopify’s support resources and community forums are valuable resources.

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