Managing customers

Each time a new customer buys something from your store, their name and other information is added to your list of customers.

Add a customer

A customer profile is created when a customer signs up to your mailing list, abandons their checkout, or places an order. You can also add customer profiles manually to your store.

Steps

1. Log in to the Popup admin > Customers.
2. Click Add customer.
3. Enter your customers details.
4. Add tags (optional).
5. Add notes (optional).
6. Click Save.

Customer tags

Tags can help you keep your customer list organized. You can use tags to group them into customer segments.

Tags are not case-sensitive.

Tag customers using Actions

Tags can automatically be added to your customer profiles with the Tag Customer Action in the Journey Builder.

Learn more about Actions.

Search for customer profiles

Steps

1. Log in to the Popup admin > Customers.
2. In the Search customer field, type the customer information such as name or email and press enter. 

Unsubscribe customers from marketing emails

Steps

1. Log in to the Popup admin > Customers.
2. Search and select your customer.
3. Deselect "Customer name agrees to receive marketing emails".
4. Click Save changes.