“According to a report by BuiltWith, Shopify is one of the leading e-commerce platforms, powering over 2 million businesses in the US alone.”
With such a large user base, it is not uncommon to encounter duplicate customer accounts, which can lead to confusion and inefficiencies. By merging customer accounts, you can consolidate customer information, purchase history, and communication records, leading to improved customer satisfaction and streamlined business operations.
In this step-by-step guide, we will explore the following.
Easy Steps To Shopify How To Merge Customers
As a Shopify user, you have the power to merge customer profiles now. To begin merging customer profiles in Shopify, you need to identify duplicated customer profiles. By cross-referencing attributes like names, phone numbers, email addresses, or any other overlapping information, you can easily spot profiles that belong to the same customer.
And then you can merge them effortlessly. Thus you will have high-quality customer data at your disposal. This helps you in better decision-making and developing personalized interactions.
To merge customer profiles in Shopify, follow these steps:
Step 1: Access The Customers Page
Begin by accessing the Customers page within your Shopify admin interface.
Step 2: Find The Duplicate Customer
Search for the duplicate customer you wish to merge by entering their name or relevant information in the search bar.
Step 3: Access Customer Profile
Once you locate the duplicate customer, click on their name to access their customer profile data.
Step 4: Review The Customer Profile
Review the customer profile data to determine which information should be retained or removed during the merge process.
Step 5: Select Duplicate Profiles
Now, click on one of the duplicate profiles to proceed with the merge.
Step 6: Edit Customers
Within the profile, navigate to the bottom right section labeled “Edit customers” and hit the three dots.
Step 7: Merge Customers
Look for the option “Merge customer” and click on it.
Step 8: Search Field
A search field will appear, allowing you to search for the customer profile you want to merge with the current one.
Step 9: Locate The Customer
Locate the intended customer profile to merge and select it.
Step 10: Confirm Merge
Follow the prompts and press the “Confirm” button to complete the merge process successfully.
By following these steps, you can effortlessly merge customer profiles in Shopify, ensuring the consolidation of accurate customer data and improving your overall customer management experience.
Please note: Once you merge the customers, you cannot undo them. Also, it is not possible to merge all the customer profiles due to certain limitations. For detailed information on the specific restrictions and guidelines regarding profile merging, review the relevant documentation available in the Shopify Help Center.
Also, read: Guide to Creating a Shopify Customer Account Page
On merging the customer accounts in Shopify successfully, you can take your customer management to the next level by utilizing the powerful feature of viewing the entire customer history on a single screen. Read ahead to know how this functionality can be useful to you and why you need it.
View Entire Customer History On A Single Screen
Viewing the entire customer history on a single screen is important. It provides a comprehensive understanding of each customer’s journey and interactions with your business. By having access to a consolidated view of their purchase history, communication records, support tickets, and preferences in one place, you can personalize your approach and deliver a more tailored customer experience.
To easily access and view the entire customer history on a single screen, consider using an all-inclusive helpdesk solution such as Helplama Helpdesk.
Rating: ⭐ 5/5
Pricing: Personalized; 15-day free trial
This software offers key features like a unified customer profile that consolidates all interactions, orders, and support tickets in one place. With this feature, you can gain a holistic view of each customer’s journey and provide personalized assistance.
This visibility enables you to streamline the support process, reduce response times, and helps your team provide proactive and personalized assistance. As a result, leads to higher customer satisfaction and retention. View more of its significant helpdesk features below.
- View entire customer history: Gain valuable insights into the customer’s journey to deliver personalized and tailored support.
- Track order status: You and your customers can easily monitor the progress and whereabouts of the orders.
- Omnichannel support: Manage all email, live chat, social media, phone, and other interactions from a centralized platform.
- Automate e-commerce workflows: Set up rules and workflows to automate returns, exchanges, address changes, and more.
- Self-service portal: A knowledge base, with help articles, FAQs, and resources that address common customer inquiries.
- Smart insights and reports: Track and analyze various metrics such as ticket volume, response times, agent performance, and more.
That’s The Step-by-Step Guide For You
In conclusion, mastering the process of merging customer accounts in Shopify is crucial for maintaining accurate customer data and optimizing your customer management practices. By following the step-by-step guide provided, you can easily identify and merge duplicated customer profiles, ensuring a unified and accurate view of each customer. This not only streamlines your operations but also leads to improved customer insights and enhanced business performance.
“As per the research published in the Harvard Business Review, only 15% of senior leaders consistently incorporate customer data into their business decisions.”
This statistic highlights the significant gap between the availability of customer data and its effective utilization by decision-makers. By merging customer accounts in Shopify and harnessing the power of accurate customer data, you can position yourselves among this minority of leaders who effectively utilize data to inform their decision-making processes.
Additionally, by leveraging the powerful features of the Helpdesk Helpdesk, such as viewing entire customer history on a single screen, automation, and self-service capabilities, you can significantly enhance your business outcomes.