Know Your Customer Info

Viewing & Managing Customers in Shopify (Step-by-Step SOP)

This section explains how to view customer details, order history, and manage customer accounts in Shopify.

📌 Note: To learn how to add a new customer, refer to the Add New Customer SOP.

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Step 1: Open the Customers Section

• Log in to Shopify Admin

• From the left sidebar, click Customers

You will see a list of all customers with the following details:

• Customer name

• Email / SMS subscription status

• Location

• Total number of orders

• Total amount spent

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Step 2: Search or Select a Customer

• Use the Search customers bar to find a customer using:

  • Name

  • Email ID

  • Phone number

• Click on the customer name to open the full profile

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Step 3: View Customer Summary

After opening the customer profile, you will see a summary at the top showing:

• Amount spent – Total value of all purchases

• Orders – Total number of orders placed

• Customer since – Date when the customer first placed an order

📌 Note:
The RFM score (Recency, Frequency, Monetary) appears only if customer segmentation, loyalty, or Shopify Audiences apps are installed.

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Step 4: View Last Order Details

In the Last order placed section, you can see:

• Order number (example: #1158)

• Payment status (Paid / Pending / Unpaid)

• Fulfillment status (Fulfilled / Unfulfilled)

• Order date and time

• Sales channel (Online Store, Shop App, POS, etc.)

• Products purchased with quantity

• Total order value

Click View all orders to see the complete order history of that customer.

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Step 5: Check Customer Contact Information

On the right-hand side of the customer profile, you will find:

• Email address

• Phone number

• Default billing and shipping address

• Marketing preferences:

  • Email subscription status

  • SMS subscription status

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Step 6: Use Customer Actions

Click the More actions button (top-right corner of the customer profile) to manage the account.

Available actions include:

• Disable customer account

• Reset account password

• Issue store credit

• Merge duplicate customers

• Request customer data

• Erase personal data

• Delete customer

• Run Shopify Flow automation

• View Flow automation history

These actions help you control customer access, resolve issues, and manage data compliance.

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✅ Best Practices

• Do not delete customers unless absolutely required

• Use Merge customers to avoid duplicate profiles

• Check marketing consent before sending promotional messages

• Use order history to provide better customer support