Adding Customers
There are four ways to add or create a new customer:
For more information about General Data Protection Regulation (GDPR) rules and best practices, head here.
Manual creation via Customers menu
Open the Customers menu
Select Create customer from the top right
Fill vital information.
Add to List as needed.
Click Add address and fill information. Default Address type is Billing.
If customer Eshop Account is needed, tick the box to send the activation link, before to Submit.
Reminder: If a customer Eshop Account is created, your customer will be required to complete the activation process by clicking the activation link sent to their email address.
Learn more about Customer lists.
Manual creation at Checkout
When a checkout is open, below the Search customers field click the Create a customer button.
Fill in the different fields as you would using the Manual creation method, and then click "Create user" to simultaneously add this customer to your Customer database and assign them to the current checkout.
Import & Create customers with CSV
You can use the CSV import tool to add contacts from another database, create new customers and assign those customers to lists. Use our template which is designed and formatted to ensure compatibility. Within the template you will find annotations and clear examples of correct formatting.
Using this method, you can assign groups of customers to already existing lists.
Open the Customers & Lists menu
Click CSV Import button to open the CSV Import menu.
Download the template and add your data.
When you're ready to import, drop the completed CSV file into the import too and a data check preview will be displayed.
Click Submit Upload to complete the job.
Note: If you already have a CSV user list, you can also rename the columns to match our template instead of copying and pasting the data between files.
Attention: An email address (mandatory) serves as a unique identifier. No two customers can have the same email address.
Reminder: To use List_title column, a list must already be created. Otherwise, customer will not be assigned a list.
Customer Account Creation through Eshop
When new customers are checking out an order through the Eshop, they will be prompted to create a customer account.
To comply with data protection laws, customers must agree to the account creation by ticking the following box: Also create my customer account (Required)
To complete the account creation process, a verification link will be sent to the email address provided. Customers are required to verify their email address in order to access order messages and other communications between them and your shop.
Customers & Lists: Status
The status column displays Eshop Account activity information about your customer.
Last login
Most recent Eshop login of the customer
Email address not verified
An Eshop account has been created, but customer has not verified their email address.
Send verification email
Sends the email verification link.
Eshop account not created
Customer exists in database, but no Eshop account exists.
Create Eshop account
Clicking this button creates an Eshop account for the customer and sends a login link.
Lists
Customer lists are groupings of customers within your database. These lists can serve various purposes, such as grouping well-known customers or creating targeted newsletter lists.
Read our full guide on Newsletters & Lists.
Note: When creating a customer, you have the option to select which lists to add them to.