Managing Shopify Customer Accounts


One of your goals as an online retailer is to make the shopping experience as comfortable for your customers as possible. Doing so increases the chances that your customers will return for future purchases. And for those who do return, having an already established account streamlines the shopping process even more. Without a doubt, you should have customer accounts enabled in your Shopify site if you want to encourage your customers to return.

Shopify includes a built-in customer account module that enables you to create customer accounts in a way that is a little bit different from most other sites. Rather than creating accounts automatically, they must be generated manually. This offers a certain level of security in that it requires interaction between both you and your customer.

Every time a customer shops on your Shopify site, that customer’s name and associated information are added to your customer list. You can then invite the customer to establish an ongoing account that will save personal information and store it for later retrieval. We have outlined the process below.

1. Add New Customers

The first step in utilizing customer accounts is to add customers to your account database. Go to your Shopify admin panel and click ‘Customers’, followed by clicking on the ‘Add customer’ button on the top right corner of the page. Simply fill out the three fields for each customer you want to add. You can find that information on your customer list. Once all of the added customers are established, you can then send customer account invitations individually or in bulk.

2. Sending Customer Account Invitations

To send customer account invitations individually, go to your Shopify admin panel and click ‘Customers’; this should bring up the list of customers you created through the ‘add new customer’ function. Click on the customer to whom you want to send the invitation. That customer’s information should pop up right away. Click on ‘Send account invite’. An invitation to establish an account will be automatically created for that customer.

At this point, the account invitation template should open, complete with the information you already entered. It is a standard form you can edit as you see fit (e.g., change the subject line, the text of the invite message, etc.). Once you are satisfied, simply click the ‘send e-mail’ button, and your invitation is on its way.

Sending invitations one by one can be time-consuming if you have a lot of customers. But rest easy, there is a way to do it en masse: use the Bulk Account Invite Sender app from the Shopify store. The only downside to using this app is that it costs a little money. But it may be worth it to save yourself the hassle of sending individual invitations.

In a future post, we will discuss how to edit customer accounts should that become necessary. In the meantime, consider sending invitations to your customers for them to establish their accounts. Doing so will streamline the shopping process.

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