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How to Add Customers on Shopify
Last modified: October 5, 2023
If you’re just starting your Shopify store but have had customers on another platform or have had a physical store location with a good list of customers, then you might want to consider adding these customers to your Shopify store. Alternatively, you could have gone to a trade show, collected lots of new customers and want to add these to your website for better data management.
Whatever the reason, you’re going to need to know how to add customers to Shopify. This is an easy, very quick process. The details of this are listed below.
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Step 1: Permission
Before you start adding details of your customers onto your website, you need to make sure that you have permission to do so. Many countries and trading areas, like the EU and Canada, have strict privacy laws. These often disallow you to collect data on your customers and store it without their permission.
When a customer creates an account on your website, they should be agreeing to you keeping hold of their data. However, if you’re adding this data to your website yourself, there is no or little proof that they’ve given you permission for this.
If you’ve created a Shopify website and you’re transferring customers from one platform to another, this might not be so much of an issue. Just try to keep a record of the old accounts on your local drive for proof.
Otherwise, you need to collect permission from the customer that they would like an account on your store. This could be done with a tick box on any digital or physical form that you create. Don’t take verbal acceptance, in a court of law, this might not be counted as acceptance.
Step 2: Log in
Now log into your Shopify store using your credentials.
Step 3: Customers
Next, you need to find the ‘Customers’ section of your admin area. This can be found in the left-hand menu as you enter the Shopify admin. Once you’ve found the option, click on it to enter.
Step 4: Add Customer
Now you can add the customer by clicking on the option that reads ‘Add Customer’.
Step 5: Complete Customer Information
Now you can complete the form that appears on the screen. This will be all the information that is applicable to the customer. There are two things that are important here for you. The first is accuracy, the second is relevance. You should be looking to ensure that all data that you keep fulfills both of those descriptions as many Data Privacy Laws across the world stipulate this information.
You should also ensure that you tick the right boxes when it comes to your website’s marketing and tax rules. If the customer accepts marketing, which you need permission for, then you can click this. If the customer is tax-exempt, then you need to tick that option as well.
Once you’ve completed all the required information, you can save the customer by clicking on the ‘Save’ option.
Enhancing Customer Management
Manual Customer Addition
In our extensive experience with Shopify, we understand the necessity of manually adding customers to your store. It’s a common practice, especially when migrating from another platform or managing offline customers.
To add a customer manually, navigate to the Customers section in the Shopify admin, and select ‘Add customer’. Fill in the necessary fields, ensuring accuracy to maintain data integrity. Always remember, that data accuracy is paramount in digital marketing and e-commerce operations.
Customer Information Management
We’ve always emphasized the importance of detailed customer information. On Shopify, additional notes and tags can be added to customer profiles. This practice enhances customer segmentation and personalized marketing, essential elements in modern e-commerce.
Tags should be added with a comma or by hitting enter to convert the text into a tag, a small but crucial detail in organizing customer data effectively.
Risks and Precautions
Drawing from our years of digital marketing and development, we advise caution when adding customers manually. There’s a risk of entering incorrect information, leading to potential issues with orders and customer relationships.
Always double-check the data entered and understand the Shopify interface thoroughly to avoid common pitfalls.
Optimizing Customer Interaction
Customer Invites and Groups
In the field of e-commerce, building relationships with customers is key. Shopify allows store owners to send individual account invites and create customer groups.
This feature is instrumental in offering personalized experiences and promotions, a strategy we’ve seen yield significant results over the years.
Shopify’s versatility is one of its strongest suits, a fact we can attest to from our extensive use of the platform. Customers can be added on desktop, iPhone, and Android devices.
The process is streamlined and user-friendly, ensuring that store owners can manage customer data efficiently across multiple devices.
Legal and Ethical Considerations
Ethical considerations in customer data management are paramount. Ensure that customers have given explicit permission for their data to be stored and used, especially in regions with strict privacy laws.
Consent can be indicated through options like ‘Customer accepts marketing’, a feature that aligns with our advocacy for ethical digital marketing practices.
Conclusion: How to Add Customers on Shopify
When it comes to your customers on Shopify, there is a very easy way to add new customers to your website. Follow the steps above to add a customer on Shopify and if you would like more support with your customer management on Shopify, then try this app.
Can I import a customer list to Shopify?
Yes, Shopify allows the importation of customer lists via CSV files. It’s a feature we’ve found particularly useful for bulk additions, ensuring efficiency in customer management.
What are the steps to add customers on Shopify if they make a purchase?
Customers who make a purchase are automatically added to your Shopify store. Their information is captured during the checkout process, streamlining the addition of new customers.
How can store owners manage customer consent for marketing?
Shopify provides options to indicate whether a customer has agreed to receive marketing materials. It’s a feature we often utilize to ensure we’re aligning with ethical and legal standards in digital marketing, respecting customer preferences and privacy laws.