How Do I Update Customers on Shopify?

Updating customer information on Shopify is a straightforward process that can be done through both your Shopify Admin panel and the Shopify POS app, ensuring your customer records are always accurate and up-to-date. Keeping customer profiles current is essential for effective communication, personalized marketing, and seamless order fulfillment.

Updating Customer Information via Shopify Admin (Web Browser)

The most common way to update customer details is through your Shopify admin panel, accessible via a web browser. This method provides comprehensive control over all aspects of a customer's profile.

Here's how to do it:

1. Log in to your Shopify Admin: Go to your Shopify store's admin URL (e.g., your-store-name.myshopify.com/admin) and enter your credentials.
2. Navigate to Customers: From the left sidebar, click on Customers.
3. Select the Customer: Use the search bar or browse the list to find the customer whose information you want to update. Click on their name to open their profile.
4. Edit Customer Details: On the customer's profile page, you'll see various sections. Click the "Edit" button (often located in the top right or within specific sections like "Contact information") to make changes.
5. Update Fields: Modify the necessary fields such as:
   • Contact Information: Name, email address, phone number.
   • Shipping and Billing Addresses: Add, edit, or remove addresses.
   • Marketing Preferences: Opt-in/out status for email or SMS marketing.
   • Customer Notes: Add internal notes for your team.
   • Tags: Apply or remove tags to categorize customers for segmentation.
   • Tax Exemptions: Manage their tax-exempt status if applicable.
6. Save Changes: After making your edits, click the "Save" button to apply the updates to the customer's profile.

For more detailed guidance on managing customer profiles, you can refer to the official Shopify Help Center.

Updating Customer Information via Shopify POS App

If you're using the Shopify POS app, you can update customer details directly from your point-of-sale device, making it convenient to manage profiles during in-store transactions.

Follow these steps in the Shopify POS app:

1. Access Customers: From the taskbar at the bottom of the screen, tap on Customers.
2. Search for the Customer: Type the customer's name or email into the search bar to find their profile.
3. Open Customer Information: Tap the information icon (often represented by a small "i" in a circle) next to the customer's name in the search results.
4. Edit Customer Details: On the Edit customer screen, you can modify various pieces of information, including contact details, addresses, and marketing preferences.
5. Save Updates: Once you've made your changes, tap "Save" to update the customer's profile.

What Customer Information Can Be Updated?

Shopify provides robust fields for capturing and managing comprehensive customer data. You can typically update:

• Personal Details: First name, last name.
• Contact Information: Primary email address, phone number.
• Addresses: Shipping and billing addresses (including adding new ones, editing existing ones, or setting a default).
• Marketing Status: Whether the customer has consented to receive email or SMS marketing.
• Account Status: Activate or deactivate customer accounts.
• Internal Notes: Private notes only visible to your staff for context on customer interactions.
• Customer Tags: Assign custom tags to categorize customers (e.g., "VIP," "Wholesale," "Newsletter Subscriber").
• Tax Exemptions: Mark customers as tax-exempt if your business requires this.

Why Keep Customer Information Updated?

Maintaining accurate and current customer profiles offers numerous benefits for your business:

• Improved Communication: Ensures that marketing emails, order updates, and customer service follow-ups reach the correct contact information.
• Accurate Order Fulfillment: Guarantees packages are shipped to the right address, reducing shipping errors and associated costs.
• Personalized Marketing: Allows you to segment customers effectively using tags and preferences, leading to more targeted and successful marketing campaigns.
• Enhanced Customer Service: Provides your support team with a complete and accurate history of the customer, enabling faster and more personalized assistance.
• Better Customer Experience: Customers appreciate when their preferences and details are remembered and respected.

Regularly reviewing and updating your customer records helps build stronger customer relationships and contributes to the overall efficiency and success of your Shopify store.