Know who buys, and keep them coming back

Find a customer

Open Customers. Each row shows a customer’s name and email, how many orders they have placed, what they have spent, whether they are subscribed to marketing, and when they became a customer.

Orders and Spent count paid orders placed with the customer’s email, with test and cancelled orders left out. Spent takes refunds off and is in your store currency. Both match Sales insights and the page builder chat.

A customer is added when a shopper creates an account on your storefront, when someone subscribes to a product, and when you choose New customer.

• Search finds a customer by name or email.
• Show narrows the list by marketing consent or invite.
• Sort orders it by Newest first, Most spent, Most orders, or Name A to Z.

What Show lists

Everyone

Every customer, newest first unless you sort another way.

Subscribed to marketing

Customers whose Marketing email is on.

Not subscribed

Customers whose Marketing email is off.

Invited

Customers who were sent an account invite.

Keep a customer’s details current

Open a customer to see everything you know about them. Details, the note, preferences and tags save together with Save in the header, and leaving with unsaved changes asks first.

Details

First name, last name, email and phone. An email address is required.

Addresses

Every address on file. One is the default, used first at checkout and on new orders.

Note

For your team. The customer never sees it.

Activity

How many paid orders they have placed, what they have spent with refunds taken off, and their account status.

Preferences

Marketing email, which means they agreed to hear from you, and Tax exempt, which means no tax is charged on their orders.

Tags

Your own labels, such as wine-club or wholesale. Press Enter after each one.

Add someone by hand

1. 1
   Choose New customer in the Customers header.
2. 2
   Enter their details. Only an email address is required. Add addresses, a note, preferences and tags if you have them.
3. 3
   Choose Create customer in the header. Their record opens, ready for more.

To delete one customer, open them and choose More actions, then Delete customer. Their orders stay in your records.

Marketing email means they agreed

Marketing email on a customer’s record means they agreed to hear from you. The Marketing column and Show, Subscribed to marketing, read the same setting, so check it before you send anything promotional.

You can change it on the record. Customers can also change it themselves from their account on your storefront.

Shopper accounts

Shoppers sign in on your storefront without a password. They enter their email address, and Mirin emails them a one time code to type in.

A customer’s account status shows on their record under Activity, and beside their name in the list when it is anything other than Active.

Active

Every customer starts here, including anyone you add by hand. The list shows no label for it.

Invited

Sent an account invite. Send account invite, under More actions on the record, marks a customer this way.

Declined

They declined to create an account. An invite cannot be sent to them again.

Disabled

A customer you deleted. Deleted customers no longer appear in the list.

Look after subscriptions

Open Customers, then Subscriptions. Each subscription reads on one line: the subscriber and their email, the plan, its status, the next payment, the amount for each cycle and who bills it.

A subscription lands here when someone signs up for a product that offers a recurring plan. Turn subscriptions on from a product’s purchase options. To start one for a customer yourself, choose New subscription, pick the product and enter their card. Stripe bills it.

What a subscription status means

Inside a subscription

What they get

The product, the quantity and the price of each.

Billing

The next payment date, how often it bills, when they subscribed, the last payment and how they pay.

Delivery

Whether it is shipped or collected, where it goes, and what delivery costs.

Subscriber

Their name, email and phone.

Record

The status, who bills it, the billing ID, the first order and when it started.

Skip a month

1. 1
   Open the subscription from Customers, then Subscriptions.
2. 2
   Change Next payment under Billing. Move it later to skip a month, or earlier to bring a charge forward.
3. 3
   Choose Save in the header. The change is made with whoever bills the subscription first.

What you can do, by who bills it

A subscription is billed either by Stripe or by a Shopify store you have connected. More actions offers what that billing service allows, and a subscription Shopify bills carries Move to Stripe at the top.

Move subscribers from Shopify to Stripe

Move to Stripe replaces a Shopify subscription with one Stripe bills, at the price of a product variant that has a Stripe price. The subscriber keeps their plan and their schedule. Moving one takes a minute.

1. 1
   Open Customers, then Subscriptions. While Shopify still bills any active subscription, a note at the top says how many. Choose Show them to list only those.
2. 2
   Choose Move to Stripe on a row, or open the subscription and choose Move to Stripe at the top.
3. 3
   Check the product. When the SKU or the name matches, the Stripe product that sells what Shopify bills is already picked. Otherwise pick it, then the variant and quantity.
4. 4
   Choose Continue to card and enter the customer’s card and billing address.
5. 5
   Choose Save card and move. Stripe takes over, and the Shopify subscription is cancelled.

Nobody pays twice

The first Stripe charge falls on the day Shopify would have charged next, read from Shopify as you move them, so nothing is charged that day. If that day has passed, Stripe charges the first cycle when the card is saved. Sales tax is added as for a new signup.

The email stays the same

The move keeps the email on the Shopify subscription. Shopify is only cancelled when the two match.

Products with a Stripe price

A product appears in the move once one of its variants has a Stripe price. Add one on the product first.

If Shopify does not cancel

The Stripe subscription is kept and the dialog offers Retry Shopify cancellation. Retry instead of moving them again, so they are never billed by both.

Email a member a link to move themselves

Instead of entering each card yourself, email a member Shopify still bills a personal link. They add their card on Stripe’s secure page and the move happens on its own: the first Stripe charge falls on the day Shopify would have charged, and Shopify stops billing them. Each renewal order shows the billing address they entered.

These emails go out only through your store's own email account, so connect it first in Website settings, then Email, on the same domain as the From address. Until it is connected, the member's page says so and nothing is sent.

1. 1
   Open Customers, then Subscriptions, and open a subscription that Shopify still bills. Choose Show them on the note at the top to list only those.
2. 2
   Choose Email a link beside Move to Stripe.
3. 3
   Check From. The emails are signed with this first name, come from this address and replies come back to it. It starts as the website owner and is saved for every member once you send.
4. 4
   Read the emails as this member will, and choose Send me a test to get all four in your own inbox, with links that move nobody.
5. 5
   Choose Email with their name. Start with one or two members you know, then the rest.

Three emails at most

The first goes now, a reminder on day 4 and a last note on day 10, in the daytime where your store is. Anyone who moves, or chooses Stop these reminders, gets no more.

What the member sees

Their own link opens Stripe’s card page for your store, with the day of their first charge, what it costs and the club’s renewal terms. A pickup member’s emails also name the next pickup day. They enter their card and billing address; Apple Pay and Google Pay work too. Nothing is charged on that page.

The same price, with tax

The move charges what a new member of the same plan pays, sales tax included. If Shopify last charged a different amount, the member is held back with the reason, and you move them with Move to Stripe instead.

Where each member is

Their subscription page says what was sent, whether they opened the link and when the next email goes, or that they moved. Stop reminders ends the series for one member.