How Can I Manage My Customers?

With Shift4Shop, you can add, edit, and delete customer information. You are also able to set up multiple customer groups and assign specific customers to those groups. This guide will go over all functions for managing your customer information.

Add Customers

To add new customers to your Shift4Shop Store:

1. Go to Customers > Customer List.

2. Click on the +Add New button at the top right of the page.

3. Type in an Email Address and Password for your customer.

4. Enter the name, address, company, and phone number for the customer's Billing Information.

5. Enter the name, address, company, and phone number for the customer's Shipping Information.

6. Choose a Customer Group for the customer to be in. If they are not in a particular customer group, leave it as "None."

7. Check the "Maillist" checkbox if you'd like this customer to receive the newsletter you send out.

8. Check the "Non Taxable" checkbox if the customer is exempt from taxes at checkout.

9. Add any comments about the customer you need in the "Comments" field.

10. Click on the Save button at the top right of the page to set the customer's record.

Create Customer Groups

Customer groups allow you to give special pricing or discounts to a particular group of customers.  You can also target a specific group with your mailing campaigns.

To add a Customer Group:

Log into your Shift4Shop Online Store Manager and, using the left navigation menu:

1. Go to Customers > Manage Groups. 
   

2. Click on +Add New at the top right of the page.

You will then be presented with four fields to populate. These are:

• Group Name
  This will be the name of your pricing group. The group name will display on the various options within the store that take customer pricing groups into consideration. For example, "Allow Access" on the product's Advanced Tab and Category settings, individual customer settings, and payment/shipping configurations that are available to specific customer groups.

• Description
  This will be a brief description of the customer group intended for your own internal reference.

• Minimum Order
  Here you will specify a minimum order amount customers must have in their cart before they can take advantage of the pricing level. For example, in the case of a wholesale pricing group, you may want to dictate that the customers must order a minimum amount of $100 to qualify their purchases at the wholesale price level.

• Price Level
  Use this drop-down to select which Pricing Level the group will use. There are 10 individual pricing levels, and they can be set on each individual product's "Advanced Tab."

3. Once you have populated these fields, click Save to finish the process.

For more complete information on creating and managing customer groups, please click here.

Add Customers to a Customer Group

After you have created your customer groups, you can then assign current customers to the groups.

1. Go to Customers > Customer List.

2. Check the checkboxes next to the customers you would like to move to a particular customer group.

3. Choose the customer group you would like to move the customers to in the Batch Action dropdown.

4. Click Apply.

Create a Mailing List Customer Group

A mailing list customer group allows you to sort emails under specific groups so that you may target a particular group for email campaigns, For example, preferred customers, wholesale customers, etc.

To create a mailing list customer group, log into your Shift4Shop Online Store Manager and, using the left navigation menu:

1. Go to Marketing > Newsletters.

2. Look to the top right of the page and click on the Actions button

3. Select Subscription Groups.

Within this page, you'll have the ability to create and manage different groups of newsletter subscribers for your various newsletters. To continue:

1. Click the +Add New button at the top right of the page.

2. Type in the name of your mailing list group in the Group Name field.

3. Click Save.

4. Once saved, you can add a description to the group and click Save again (optional).

Create a Mailing List

A mailing list is basically a list of email addresses that will be used for your newsletter messages. Here, we'll show you how to create your mailing lists by manually adding a few subscribers.

1. Go to Marketing > Newsletters.

2. Look to the top right of the page and click on the Actions button.

3. Select Manage Subscribers.

4. Click the +Add Subscriber button located at the top right of the page.

5. In the Add New Subscriber section, type in the email address of the customer (or potential customer) you want to add in the Email field.

6. Choose the Customer Group you would like to add them to in the Group field.

7. Click Save.

The mailing list subscriber is now added.