Manage customers profiles

This article shows you how the app handles customer profiles stored in the Customer list of the app. The customer accounts only show in the app if the setting Require account approval is enabled in the form.

Approve customer account

Note: only Customer accounts created from the form can show up in Customers tab of the app. For Approved account, if you change/delete the account in the app, the change will be reflected to the Customers in Shopify.

Steps to manage

1. Open the app > click to Customers

2. Select Pending accounts on the Customers filter dropdown to view

3. Click customer name to open customer detail > click Approve button

4. Confirm to approve and send an account invite to customer email on the popup. After that, there will be an account invite from Shopify sent to customer email

Filter customer profiles

It is possible to filter customers

• by status: pending,approved, denied

• by time createdd: ascending (earliest to lastest), decending (latest to earliest)

Searching for customer profiles

If you want to search for a specific customer to view or edit their profile, then you can use the Search customers field to search the customer list based on the customer’s name, mailing address, email address, and phone number.

Steps to manage

Open the app > go to Customers > in the Search customers field, enter any of the following:

customer name

mailing address

email address

phone number

Edit customer profiles

If a customer profile already exists in Shopify, then you can edit the profile from the Shopify Customers page or Customers tab in the app.

1. Open the app > click Customers > click the customer name to open it

2 Click edit icon to edit the general information in Overview part

3. Edit contact information and other information like address, marketing status, tax exemption

4. Remember to click Save

Deleting customer profiles

Customer profiles can’t be deleted in the following cases:

• the customer has an order history

• the customer has pending redaction because of a GDPR erasure request

• the customer has an active subscription now, or if the customer ever had a subscription in the past

If you attempt to delete multiple profiles in bulk, then only the profiles that can be deleted are deleted.

Note: Deleting a customer profile can’t be undone

Steps to manage

1. Open the app > go to Customers > click the name of the customer whose profile you want to delete

1. Click More action > click Delete Customer

3. To confirm that you want to delete the customer profile, click Delete button in the popup

Now the customer account is deleted in the app and Shopify Customers.