How To Handle Customer Accounts In Shopify

How To Handle Customer Accounts In Shopify

Your online Shopify store has a database that allows a customer to create accounts that store passwords, personal information, previous orders, and existing orders. All this information is retrieved when he or she logs in again, and some of it is used to pre-populate the address information during checkout.

In this article, we’ll discuss how to handle customer accounts in Shopify.

Firstly, let’s look at how we can attract repeat customers by sending individual account invitations.

Individual Account Invitation

Step 1 Login and go to your Shopify Admin, then click “Customers”.

Step 2 Click the customer’s name.

Step 3 It will then open the customer information page. Click “Send account invite” at the top right corner of the screen.

Step 4 It will open a pop-up box which will show you the “Customer Account Activation” form.

  • Choose the Sender in the “From”(drop-down menu). This is from whom your customers will receive the activation email.
  • Customize or edit the subject field – this is the main subject of the account activation email. You need to enter something attractive so that you can easily entice or target your customer.
  • You may change the text of the main body. Remember, when constructing your email, go straight to the point.
  • Select “BCC” blind copy recipients to let others know that the account activation email has been sent

Step 5 Once done making all the changes, click “Send email”

Bulk Account Invitation

Step 1 Log-in and go to your Shopify Admin account, then click “Customers”

Step 2 If you want to apply a filter to extract specific customers, you can do so by selecting customers by using the bulk selection checkbox

OR

You can manually select your customer(s) by selecting the first checkbox while holding the “Shift” key and then selecting the last customer.

Step 3 Under Bulk actions menu, click the “Invite selected customers” option.

Step 4 Now, click “Invite customers” in the pop-up box that follows to confirm the invitations

Resetting Customer Passwords

Step 1 Go to your Shopify Admin account and click “Customers”

Step 2 Click the name of the customer whose account you want to reset the password.

Step 3 Click “Reset password” on top right corner of the screen

Step 4 A pop-up will appear, and you just need to confirm the reset by clicking the “Reset Password” button.

Disabling a Customer’s Account

Step 1 Login and go to your Shopify Admin account, then click “Customers”

Step 2 Click the name of the customer whose account you want to disable.

Step 3 From the customer’s content page, click “Disable account” at the top right corner of the screen

Managing customer accounts in Shopify may be a daunting task, but it can be simplified using its easy to use account management tools. You as the shop owner or manager have the power to send account invites individually, or in bulk, reset passwords, and disable accounts.

Use your power wisely, and have fun while doing it.

No Comments

Post a Comment