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Managing your customer database

From: Create Your First Online Store with Magento Go

Video: Managing your customer database

As you start to receive orders you may find a need to start to manage or work with your customer database. In any case you have the ability to take your customers that are signing up for your site and export them out as a CSV, and then use that in other applications, and you can also add new customers to this database at any given time as well. In order to do that you need to navigate to the Customers navigation icon here and choose Manage Customers. Once you get into the Manage Customer screen you'll see your existing customers down here at the bottom, and you can edit any one of those at any time by clicking on them.

Managing your customer database

As you start to receive orders you may find a need to start to manage or work with your customer database. In any case you have the ability to take your customers that are signing up for your site and export them out as a CSV, and then use that in other applications, and you can also add new customers to this database at any given time as well. In order to do that you need to navigate to the Customers navigation icon here and choose Manage Customers. Once you get into the Manage Customer screen you'll see your existing customers down here at the bottom, and you can edit any one of those at any time by clicking on them.

So for instance if I want to edit Kirk Werner here, I'll just click on that and that will take me in here. I can see all of the different information about this individual. I can go to his Account Information. I can make any necessary changes that I need to. I can also go into his Addresses and I can add a new address. And I could say that he lives at this address here and fill out all of his information. I can add that as default billing and shipping address and then I can save the customer.

Once I save that, you'll notice all that information is now populated inside of Kirk's customer information right there, and so I can make that change for anybody here inside of this. I can also add new customers by clicking Add New Customer, and once I do that I can then fill out this information. So I'll just add a new customer here, and we'll set the gender, you can choose to send them a welcome email if you wish, and the password here, we will just give them a password. You can also send an auto-generated password if you want to.

Sending an auto-generated password sends them an email with an auto-generated password. It'll be the much more secure than what you come up with here probably, so I'll recommend doing that, but for now I'll just set this up like so. I can then go into their Addresses and I can add a new address for this person. If I click New Address it takes me to the screen here, I can fill this out. Once I get all that information done, I'll check to make sure it's accurate and then save the customer, and there you see Doug appears right there. And if I wanted to export this out as a CSV list or an Excel XML document, I could choose either one of those right there and choose Export.

Once I do that I get to download it, just like you see there and I can then load that into an Excel spreadsheet or some sort of billing software, or whatever it is that I might need to keep track of all these customers with, perhaps an email list that I wanted to maintain somewhere else like MailChimp or something. As your customer base continues to grow, this is the screen where you'll come to manage all of those people, and if you get orders from external sources, you can always come in and add a new customer here, or if you get business leads at a conference or something like that, you could come in, load them in your customer database, and then use that to email them and send them blasts and stuff like that.

So the Customer Management screen inside the Magento goes actually very well done and very powerful, and I recommend that you check it out and learn each individual nuance in here, so that you know how to effectively work with your customer database as well.

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Create Your First Online Store with Magento Go

32 video lessons · 11644 viewers

Justin Seeley
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