From Shopify Wiki

Revision as of 20:50, 28 October 2010

The Customers tab is where you can view all your store's past customers, build custom dynamic customer groups and export them. You can use Customer groups to create customized lists for use in newsletter mailings, keeping track of your top paying customers, etc. as well as for doing some basic market research to help you understand your customer base better.

Searching for Customers

Search Box

Type in search terms in the search filter box. A minimum of 4 characters are required, and searches are done dynamically. You can enter search terms based on:

• Name (first, last)
• Address (street names)
• City
• Province
• Country

Filters

There is a number of filters that you can also search your customers against. You can add as many as you like, but be sure to add filters that make sense, otherwise your results may not be accurate. (ie: Don't try to create a filter Money Spent > 100 and Money Spent < 50, as those two filter conflict). You can add multiple filters, but be aware the search results must match ALL the filters.

Filters include:

• Money Spent - total amount spent by customer (greater than, less than, equal to). Values should be decimal only, do not include $ sign.
• Orders Placed - Total number of orders placed (greater than, less than, equal to). Number of orders a customer has placed.
• Located in - Country from where the customer is from
• Accepts Marketing - yes/no whether customer agreed to receive marketing information from you
• Placed an order - Date before/after customer placed their last order. By using options "last week", "last month", "last 3 months", "last year" you can create dynamic lists based on today's date. Or you can specify a specific calendar date.
• Abandoned Order - whether this customer failed to check out an order (in last week/last month). Use this to see which potential customers added products to their cart, but didn't checkout. Use this to build a follow up list to convert abandoned orders into sales.
• Tagged with - Customers that are tagged with specific tag

Reorder results

Click on the table headings to reorder your search results. Clicking a specific header again will change the direction of your ordering.

Pagination and Page Size

You can change number of results per page by changing the "Customer per page" select box at the bottom of the results table.

Customer Groups

You can save any current search as a Customer Group, which you can recall later by clicking on your customer groups list on the left sidebar.

Clicking a Customer Group will perform a search of your customers that match that group's search query and filters. This makes your customer groups up to date with the latest results that match your specific criteria.

Creating/Updating/Deleting a Customer Group

Enter your search terms and filters in the search area. A current search with a list of current filters and query, and a 'Save as Customer Group' button will appear in the sidebar. Click on the button to save the group. Enter a unique name for your customer group to save it - it will appear in the sidebar list.

To update an existing customer group, select the customer group from the sidebar, and then modify your search filters. As soon as you start modifying the filters and terms, an Update button will appear next to the active Customer Group. Click on that to update your group.

To delete a customer group, hover your mouse over a customer group, and a trash icon will appear. Click on the icon to delete the customer group.

Bulk Tagging

Customer details

Exporting Customers

Importing Customers

You can import your own list of customers into Shopify by clicking on the Import Customers link.

You must supply a CSV file in the proper format. Clicking on the Template CSV button will download a template file with the proper format for uploading your own customer list.

Fields used are:

• First Name
• Last Name
• Email - This is the field used to distiguish customers. If a customer already exists with this email, it will skip this entry, unless you have selected "Overwrite Existing Customers" when you upload your CSV.
• Company
• Address1
• Address2
• City
• Province Code - Two character State/Province (ie: ON - Ontario, NY - New York, etc.)
• Country Code - You must ISO country codes. (ie, CA - Canada, US - United States, GB - United Kingdom.). Here is a List of ISO Country Codes
• Zip
• Phone
• Tags - A list of tags. If you have more than one, separate by comma, and wrap in double quotes. ie: "Buyer, Canadian"
• Note - Any customer notes you wish to add

Sample template:

 First Name,Last Name,Email,Company,Address1,Address2,City,Province Code,Country Code,Zip,Phone,Tags,Note
 John,Smith,john.smith@test.com,,1234 Elm Street,,Ottawa,ON,CA,K2H 7A8,613-555-1212,"Buyer, Canadian",This is sample note