Knowledgebase: Customers

How Can I Manage My Customers?


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

Add Customers
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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

When manually adding the customer record, the store will input a generic email address @your domain as a placeholder. Be sure to edit it to reflect the customer's actual email address.

  1. Enter in the name, address, company and phone number for the customer's Billing Information.
  2. Enter in the name, address, company, and phone number for the customer's Shipping Information.
  3. Choose a Customer Group for the customer to be in. If they are not in a particular customer group, leave it as "None"
  4. Check the "Maillist" checkbox if you'd like this customer to receive Newsletter you send out.
  5. Check the "Non Taxable" checkbox if the customer is exempt from taxes at checkout.
  6. Add any comments about the customer you need in the "Comments" field.
  7. Click on the "Save" button at the top right of the page to set the customer's record.

Additional Information
Along the top of the customer record, you will see a series of tabs. These will be populated with data as the customer actively uses your store.

  • Orders
    Will list any orders placed by the customer on your store
  • Products
    Will list products purchased history
  • CRM
    Review any CRM tickets left for or by the customer
  • Reviews
    This tab will show any reviews left on products by the customer.
  • Waiting List
    If the customer is on a waiting list for out of stock products, you may review the information in this tab.
  • Stats
    This tab will show the customer's statistical history in your store.
  • Affiliate
    If the customer is part of your store's Affiliate Program, you can review his affiliate sales and payout history here.
  • Rewards
    Finally, this tab will let you review the customer's accrued Reward Points as well as allow you to manually add reward points to the customer's record as needed.

Create Customer Groups
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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 hand 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 4 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 are able to 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 in order 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."
  1. 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
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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
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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 hand navigaiton 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).

The description for the group isn't seen by customers or subscribers. It's just available to help you identify the group better when viewing it in the Online Store Manager.

Create a Mailing List
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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 a 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.

For more information on the customer mailing list options, please click here.


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