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Managing customers

With the Customers panel, you can review and manage the customers who shop in your store. Use this panel to:

  • View customer profiles with key information like their order history, email address, and total money spent.
  • Sort customers by number of orders, total spent, and other variables.
  • Organize customers using notes and tags.

The Customers panel is only available for current Commerce Basic and Advanced plans.

Tip: Use the Squarespace Commerce app to view customer details on your mobile device. Download: iOS, Android.

Before you begin

  • Customer profiles are automatically created based on their orders and email addresses entered at checkout.
  • It isn't possible to create, import, or edit customers manually at this time.
  • Customer profiles don't include abandoned checkouts.

Open the Customers panel

In the Home Menu, click Customers.

You can also press the ? key while any panel is open and search "customers."

Find customers

A list of your customers displays in the panel. You can sort the list by:

  • Name
  • Email
  • Number of Orders
  • Last Order
  • Total Spent

Enter text in the search box then press Enter to search your customers. You can search for names, emails, and tags.

View customer details

Click any customer to view their details. In the Profile tab, you can view:

  • Customer name
  • Email address
  • Customer since (date of first order)
  • Total spent
  • Date of last order
  • Number of orders
  • Average order value
  • Shipping address (from most recent order)
  • Billing address (from most recent order)

If the most recent order was for a digital or service product, the shipping address won’t appear.

Note: Total spent, last order, order cost, and average order values are based on original order totals (including shipping, tax, and discounts). These figures don't account for refunds. 

Step 4 - Add and manage tags

You can add internal tags to help organize your customers and make them searchable. For example, creating a tag for "Top100" to identify top customers or "Vegan" to track dietary needs. Tags aren't visible to your customers.

Enter text in the Internal Tags field to add searchable tags. Click any tag to remove it.

To manage tags, in the Customers panel, click Tags.

Click a tag to delete or rename it. You can merge tags by clicking multiple tags, entering a title, then clicking Merge.

Step 5 - Add internal notes

Add internal notes to keep track of customer details, like special shipping requests, previous interactions, and other key details.

Enter text in the Internal Notes field, then click Save.

You can press Enter to add a new line or press Shift and Enter together to save.

Below the Internal Notes field, you can view previous notes with the contributor name and date entered. Delete previous notes by clicking the trashcan icon.

Note: Customers notes are only visible in a customer’s unique profile and don’t include order notes.

Step 6 - View orders

In the Orders tab, you can view a summary of the customer's 10 most recent orders. To take action on an order, like receive it, cancel and refund it, or print an invoice/package slip, click Manage in the Orders Panel.

Note: The order summary doesn't include cancelled orders.

Step 7 - Export as .csv

You can export all customers to a .csv file in the Customers panel. This can help you create a mailing list, marketing campaign, and more. The .csv file includes:

  • First Name
  • Last Name
  • Email
  • Total Orders
  • Total Spent
  • Average Order Value
  • Date of Last Order
  • Customer Since
  • Shipping Name, Address, and Phone Number
  • Billing Name, Address, and Phone Number
  • Tags
Note: Notes aren't included in the exported .csv file.

FAQ

Can I create customer accounts that my customers can log into?

No. The Customers panel lets you view customer profiles and purchasing histories but at this time, it isn't possible for customers to log into or manage their own accounts. However, this is a popular request and we're actively working on new customer management tools for online stores.

Can I create new customer profiles?

Customer profiles are generated when an order is received, based on the email address entered at checkout. It isn't possible to manually create profiles for customers who haven't completed an order.

Can I export a .csv of specific groups/tags of customers?

No, it's only possible to export the full customer set as a .csv file. However, tags are included so you can and sort and filter by any criteria after opening the file with a spreadsheet program.

Why do I see duplicate customers?

Customer profiles are generated by email address entered at checkout. If a customer uses an alternate email address for a second order, this creates a new customer profile. It isn't possible to merge profiles at this time.

Why isn't there a shipping address?

Customer information is based on the most recent order. If the most recent order was for a digital or service product, no shipping address was collected at checkout.

Can I delete a customer?

No, but you can use a tag like "Active customer" to highlight the customers you want to track.

Can I use Customers on a Commerce legacy plan?

No. Customers is exclusively available for current Commerce Basic and Advanced plans. If you're on a Commerce legacy plan, you can switch to a current Commerce plan to begin using this feature. To learn more, visit What plan am I on?

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Managing customers