How to Manage Customer Accounts in Shopify

The Shopify database allows customers to create accounts that store passwords, some personal information, past orders, and existing orders. This information is retrieved when a customer logs in again, and some of it is used to populate address details during checkout.

Before you get started, it might be a good idea to review our section on how to filter and sort customers in Shopify.

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

Individual Account Invitation

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

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Step #2: Click the customer’s name:

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Step #3: Once the customer information page opens, click “Send account invite” at the top right corner of the screen:

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Step #4: A pop-up box will open, which will display the “Customer Account Activation” form:

a) Choose the Sender in the “From” drop-down menu. This is from whom your customers will receive the account activation email:

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b) Adjust the subject field, which will be the main subject of the account activation email. You need to enter something attractive so that you can easily target your customer:

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c) Change the text of main body. When constructing your email, be specific and to the point:

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d) Select blind copy recipients if you want others to know that the account activation email has been sent:

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Step #5: Once you have made all changes, click “Send email”:

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Bulk Account Invitation

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

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Step #2: You may want to apply a filter to extract specific customers. Select customers by using bulk selection checkbox:

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OR

You can manually select one or more customer by selecting the first checkbox while holding the shift key and then selecting the last customer:

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Step #3: From the Bulk actions menu, click the option “Invite selected customers”:

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Step #4: Click “Invite customers” in the pop-up box that follows to confirm the invitations:

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Resetting Customer Passwords

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

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Step #2: Click the customer’s name in order to reset their password:

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

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Step #4: Click “Reset password” in the pop-up box that follows to confirm the reset:

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Disabling a Customer’s Account

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

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Step #2: Select the Customer’s account name you want to disable:

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

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Managing customer accounts may be a necessary evil, but it can be simplified using Shopify’s account management tools. You have the power to send account invites individually or in bulk, reset account passwords, and disable accounts.

Use your power wisely, and have fun!

  • TimmyD

    Need help managing customers. When we switched to Shopify, I imported our repeat customers into Shopify (with no password). We then sent a bulk invite to all of those customers. The problem is that many of those customers never read those emails. And when they return to our website, 2 months later (or anytime later), they are now locked out because:

    1) They can not create a new account with their existing email because an non activated account already exist from the import.

    2) They can not request a password reset because a password does not exist

    3) They can not request an activation link “automatically”. They only option they have is to send me an email stating they can’t get log in. I then have to manually send them an account invite.

    This is not good and I need to somehow fix this in a bulk process. (one by one is not an option)

    So it seems to me that I have the following options depending on what can be done in Shopify:

    1) Add a password to the existing NON activated customers. It seems this would allow them to do a password reset when they try to login. This would be the prefered option if it can be done. If so can you share some information on this?

    2) Delete all the customers who are NON activated customers. This would be bad because there could still be customers who go back and click on the activation link that I sent them when the store was established. But this would be the second best option if #1 is not possible.

    3) Resend the invites. I don’t think this is good because if they did not get the first email, then they likely won’t get/read the second one and I will still have the same problem.

    Any help on this will be appreciated.

  • JMe2

    How do you get the “Bulk Invite Selected customers” to show? when I select multiple customers and go the the bulk pulldown, it only has delete, add tags, and remove tags.