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.

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

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

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.

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.

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

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.

✅ 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