Customers & enquiries
Understand customer profiles, groups, accounts, enquiries, and data access.
Manage customer profiles and activity
Search the store-wide customer list, view account details and customer-created content, and edit the fields merchants are allowed to change.
Understand customer order and content history
Know where merchants and signed-in shoppers see orders, reviews, blog submissions, notifications, and store credit.
Create and manage customer groups
Build manual customer segments and use them to target coupon eligibility and coupon email campaigns.
Manage storefront enquiries
Find messages submitted through the storefront form, reply by email, move them through a clear status, and delete them when appropriate.
Understand customer accounts and saved addresses
Learn what shoppers can manage in their storefront profile and which account data is visible to merchant staff.
Customer data permissions, location scope, and privacy
Give staff only the access they need and understand which customer information is store-wide rather than tied to one shop.
Protect customer data and understand deletion risk
Understand the current permanent-deletion risk and protect required order, invoice, tax, and customer records before taking action.