Managing Your Customers

Managing Your Customers — Overview

Everything you need to find customers quickly, view history, and keep records accurate for marketing and service.

What you can do in this section

  • Search and filter customers
  • View order history and notes
  • Export lists for campaigns
  • Respect consent preferences and unsubscribes

Quick start

  1. Open Customers and search by name, email or phone.
  2. Open a customer to see past orders and notes.
  3. Export a filtered list for a campaign.
  4. Update details and respect marketing consent flags.

Related help

  • Marketing
  • Subscriptions
  • Account Customers
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