The "Contacts" section in your Online Shop admin keeps all your customer information organized in one place. This guide gives you an overview of what data you can find within this section and how to manage them.
What are "Contacts"?
The "Contacts" section lists customer profiles in your Online Shop admin. These profiles are divided into two groups: Customers and Leads.
When someone places an order in your Online Shop, their details are automatically saved as a customer file in the "Contacts" section inside your Online Shop admin. These contacts are labelled as Customers.
If you manually create a contact, the contact will be labelled as a Lead. These are potential customers that have not yet made a purchase in your Online Shop.
Individual contact detail pages
You can access the Contacts section via the menu on the left in your Online Shop administration.
Click on a customer file to see all the details. Here, you'll see order details and the contact's address, email address, phone number and more. You can edit any of these elements by clicking the Edit/Add button on the right-hand side of the profile overview.
Note: The email address is the fixed point of a contact. This means that if the contact places a new order in your shop with a different address, but uses the same email address, the order and the attached details will still be synced to that contact's list of details. However, if you manually edit any details in the Online Shop admin, the information for that contact will be locked and new orders using different details will not be synched.
Add new contact
You can add a new contact manually inside the Online Shop admin dashboard.
- Go to the Contacts tab in the menu to the left.
- Click the blue Add contact button in the top-right corner of your screen.
- Add the customer details provided. Only the email is needed to create the contact. You can always go back and edit the details or add more information later.
- Click Save to create the contact.
Tip: You can also manually add a new order for the customer if needed. Click the Create new order button on the right-hand side of the individual contact page; this will create a draft order with the customer's information prefilled in the order details.
Export contacts
You can also export all or selected contacts as a CSV file.
- Go to the Contacts tab in the menu to the left.
- If you only want to export some contacts, then tick the box next to the relevant contact(s).
- Go to Export contacts in the upper-right corner.
- Choose if you want to export all or selected contacts and click Export to download your file.
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