When new customers sign up for your email subscription, place an order, or engage with your store in other ways, their information is automatically added to your customer list. Alternatively, you have the option to manually add a customer. You can access and manage all your customers on the Customers page within your SHOPLINE admin panel. From there, you can perform a range of actions, such as adding, editing, deleting, filtering, or searching for customer profiles. You can also view all orders placed by a specific customer on their individual details page. Additionally, you have the ability to create customer segments to execute certain actions for groups of customers. For example, if you wish to offer discounts to a particular group of customers, you can easily do so. 

 

In This Article

• Adding Customers Manually
• Searching and Filtering Customers
• Editing Customers Individually
• Editing Customers in Bulk
• Updating Customer Tags in Bulk
• Exporting Customers
• Blacklisting Customers
• Deleting Personal Data
• Deleting Customers

 

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Adding Customers Manually

You can add customers to your store either manually or in bulk. For more information about adding customers in bulk, please refer to this article. 

To add customers manually:

1. From your SHOPLINE admin panel, click Customers > Add customer.
   
   
   
2. In the Add customer details page, fill in the customer’s personal and contact information. You can also assign tags to or add notes about the customer.
   
   
   
3. Once you have done, click Add. 

 

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Searching and Filtering Customers

On the Customers page, you can use the search bar  to search for customers by name, email, address, etc., or the filter menu(s) to find all the customers that match one or more criteria.

 

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Editing Customers Individually

You can edit the profile of an existing customer to update their information. 

To edit a customer’s profile:

1. From your SHOPLINE admin panel, go to Customers or Customers > Segmentation. By default, the Customers list displays all customers, while the Segmentation tab provides several segments for you to choose from. You can also search for or filter customers. 
2. Click on the customer whose profile you want to edit. 
3. On the customer’s details page, you can make changes to the following customer information:
   
   • Name
   • Email address
   • Contact number
   • Birthday
   • Shipping address
   • Tag
   • Subscription email
   • More

4. Click Update or Save to confirm your edits.

 

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Editing Customers in Bulk

You can efficiently update the information of multiple customers in bulk. To accomplish this, you’ll first pick out the customers you want to edit:

1. From your SHOPLINE admin panel, go to Customers or Customers > Segmentation. By default, the Customers list displays all customers, while the Segmentation tab provides several segments for you to choose from. You can also search for or filter customers. Check the boxes in front of the customers you need.
   
   
   
   
   
2. Once you have finished your selection based on your needs, click the Bulk edit button.
   
   
   
3. On the bulk editing page, you can click into the fields and modify the following information:
   • First Name
   • Last Name 
   • Tag 
   • Email
   • Subscription status
     

4. (Optional) You can choose which fields you want to display by using the Select field button in the upper-right corner.
   
   
   
5. Once you have finished your edits, click Update.

If you need to edit even more customer details in bulk, you can do so by importing an xlsx, xls, or CSV file.

For details on customer segmentation, please refer to this article.

 

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Updating Customer Tags in Bulk

Tags are a valuable tool for categorizing and organizing your customers based on specific characteristics. In addition to editing individual customer’s tags within their details page or editing multiple customers’ tags in bulk using the Bulk edit button, you can also use the Update tag menu to make edits at once.

 

If you haven't created any tags yet, your pop-up window will be empty. You can create a new tag in the following locations:

• In the Tags section of the customer details page when you create or edit a customer. Enter the tag name in the search field and click +Add tags.
  
  
  
• In the Customers > Tags tab. Enter the tag name in the search field and click +Add “[your tag name]”.
  
  
  
• In the Update tag menu > Add a tag pop-up window. Enter the tag name in the search field and click +Add “[your tag name]”.
  

 

Like when you make bulk edits to multiple customer’s information, you start by selecting the customers:

1. From your SHOPLINE admin panel, go to Customers or Customers > Segmentation. 
2. Select all customers or the ones you need by searching, filtering, or using segments.
3. Once you have finished your selection based on your needs, click the Update tag menu. You can take any of the two actions available here: Add a tag and Delete tag.
   • Add a tag: Select the tags you want to apply to customers in the pop-up window and click Confirm.
   • Delete tag: Select the tags you want to remove from customers in the pop-up window and click Confirm.

 

For details on customer segmentation, please refer to this article.

 

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Exporting Customers

You can export some or all of your customers to an xlsx file, which can be used for various purposes, such as bulk editing of existing customer details.

To export your customer list:

1. From your SHOPLINE admin panel, go to Customers or Customers > Segmentation.
2. Select all customers or the ones you need by searching, filtering, or using segments. 
3. Once you have finished your selection, click Export in the upper-right corner if you access from the Customers tab, or click Other actions > Export if you access from the Segmentation tab.
   
   
   
   
   
4. In the pop-up window, choose the Export Range that meets your needs. Additionally, you have the option to customize which fields will be included in your export. To do this, check the Custom export fields box to display all the available fields. Make your selection and then click Export.
   
   
   
5. Your export is prepared in the background. To download the export, click on your account profile in the upper right corner of your admin and click Bulk processing progress. In the queue, find your export and click All records from the same row. Your file will be downloaded to your device.
   
   
   

 

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Blacklisting Customers

You can always block certain customers from placing orders in your store. This can be useful, for example, if you want to limit your product sale to particular countries or prevent spam orders.

To blacklist customers:

1. From your SHOPLINE admin panel, go to Customers.
2. Search in or filter your customer list and select the customer you want to blacklist.
3. Click Add to blacklist.
4. Click Confirm to confirm your action.
   

 

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Deleting Personal Data

You can request SHOPLINE to delete customers’ personal data that are used to identify an individual. These information include: name, address, email address, IP address, credit card number, etc. Please note deleting personal data is different from deleting a customer.

The information displayed In Customers page after the deletion of personal data:

• The customer’s name becomes ''-''. Customer name, email and mobile number, phone number will be deleted.
• Customer's address will be empty.
• Subscription status becomes unsubscribed.
• Customer tags and remarks will be retained.
• Customer order data will be retained, as the information is important for business finance account management.

 

Impact of personal data deletion:

• Customer data will be present on the Customers page, but sensitive information will not be displayed.
• Searching for the customer using the sensitive information will not be possible.
• The customer will no longer receive store subscription notifications.
• The customer will not be able to log in and they will receive a ''user does not exist'' prompt.
• The customer can re-register a new account and a new account ID will be assigned. However, old data can not be merged with the new account’s data.

 

To delete a customer’s personal data:

1. From your SHOPLINE admin panel, go to Customers or Customers > Segmentation.
2. Click into the details page of the customer whose personal data you want to delete  by searching, filtering or using segments.
3. On the customer details page, scroll down to the lower-right corner and click Delete personal data in the Customer profile section.
   
   
   
4. In the pop-up window, click Delete to confirm your action.
   

 

 

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Deleting Customers

You can delete a customer from your store anytime. Deleting a customer profile involves two stages: the customer’s personal data will be deleted first, and after a period of 30 days, the customer’s profile will be deleted.

 

To delete an individual customer account:

1. From your SHOPLINE admin panel, go to Customers.
2. Search in or filter your customer list and select the customer.
3. Click Delete customer in the lower-left corner of the customer details page. Click OK to confirm your action.
   

 

To delete multiple customer accounts in bulk:

1. From your SHOPLINE admin panel, go to Customers.
2. Select all customers or the ones you need by searching, filtering or using segments. 
3. Click the Other actions menu and click Delete.
   
   
   
4. Click Confirm to confirm your action.
   

 

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Get in Touch

SHOPLINE has a specialized Merchant Success Team available to assist you with any questions or issues. Please feel free to contact us via the chatbox in the lower right corner of your SHOPLINE admin panel or on the SHOPLINE official website. We are always here to support you every step of the way and help your business thrive.

 

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