Customers registered with your store have their information stored within the Customers table. From this central point, you can manage customer information, see an overview of customers, grant affiliate or administrator status and more.

Creating a Customer Account

Customer accounts can be created in a couple of different ways: from your storefront by visitors, or from the Admin Area by an administrator.

Note that any customer type, whether a customer, affiliate, or administrator, must have a customer account. The only exception is if you've configured your store to allow anonymous checkouts.

From the Storefront

There is typically a list of links in the footer of every page on your storefront, including a My Account link where customers can register or log in to their account.

From the Admin Area

You have the option to create any type of customer account right from your Admin Area:

From your store's Dashboard Page go to Customers > Accounts in the top menu.

Click the Add button at the top right of the page to create a new account.

Add the customer information to the appropriate fields. When you create a customer account, only the email address is required. All other settings are optional.

Select the account type from the Access Key drop-down menu.

Once the appropriate account settings are configured, click the Save button at the top right of the page.

For a full list of what each setting does on the Customers account page, see our Customer Settings article.

Quick note: if you have Members Only Browsing enabled on your storefront, you must also enter a First Name and Last Name when you create a member account in order for it to function properly.

Editing a Customer Account

Each customer account has a variety of settings you can configure, and not all fields need to be populated. For a full list of fields and information that can exist in a customer's account, see Customer Settings.

To edit customer account information:

From your store's Dashboard Page go to Customers > Accounts in the top menu.

Click the ID number for the customer account you want to modify.

Edit any relevant fields by adding to or removing existing contents or settings.

Once your edits are complete, click the Save button at the top right of the page.

Editing in Bulk

If you need to change information for multiple customer accounts, you can use Volusion's Import/Export feature to export the customer table as a CSV file, modify the file's contents, then save and re-import the file to your Admin Area.

How to Delete a Customer Account

To delete a customer account from your Admin Area:

From your store's Dashboard Page go to Customers > Accounts in the top menu.

Click the ID number for the customer account you want to delete.

Click Delete near the top of the customer record page.

Confirm deletion by clicking Yes, Delete in the dialogue box that appears.

Deleting in Bulk

To delete several customer records at the same time:

From your store's Dashboard Page go to Customers > Accounts in the top menu.

Look for the Delete column heading in your Customers table. If you don't see it, click the three-dot menu icon in the top right corner of the page, then click Customize Columns. Select the check box option for Delete, then click Apply Changes.

Select the check box for each customer record row you want to delete.

Once your choices are selected, click the Save button at the top right of the page.

Confirm deletion of multiple records by clicking Yes, Delete in the dialogue box that appears.

How to Export Customer Data

To comply with GDPR, it's important that you provide all shoppers with information about the visitor-based cookies your store keeps. See Volusion Software Cookies for a list of those cookies.

If you need to view a list of all information stored in customer accounts, you can use Volusion's Import/Export feature:

From your store's Dashboard Page go to Inventory > Import/Export.

Click the Standard Export tab.

From the Export To menu, choose Customers.

Check the box to include all columns, or select the check boxes for any relevant fields you need to export.

From the File Format menu, choose CSV - Comma Delimited Text File and click the Export button.

Once you download the generated spreadsheet, you can open and view all customer data in Microsoft Excel or a similar program.

Banning a Customer

If you must cancel an account to prevent a customer from purchasing from your store again, follow these steps:

In your Admin Area, go to Customers > Accounts.

Search for and/or click on the customer ID you want to modify.

From the the Access Key menu, select Cancelled/No Access.

Click the Save button at the top right of the page.

If you prefer to prevent a customer (from the same IP address) from visiting your store entirely, see our IP Firewall article.

Customers' Storefront Controls

Each customer registered with your store has access to a series of controls to manage their own customer account. The My Account page is comprised of the following sections:

My Orders

Here, customers can review the status of their orders, view package tracking information (if available), edit their shipping or billing addresses, print invoices, change the quantities of products on order, or cancel orders (provided the order has not been locked or shipped). Additionally, customers can find information on return policies and procedures!

Personal Information

In this section, customers can manage their account settings such as email address, password, add or configure new billing and shipping addresses and opt out of automated mail campaigns.

Payment Settings

The Payment Settings section lets customers edit their credit or debit card information, view gift certificate balances, or apply gift certificates to their account by entering a 13 digit certificate code.

Affiliate Statistics

For affiliate accounts, clicking Visit My Affiliate Page will redirect the affiliate to a page containing their affiliate stats, which include the number of sales and commission values they or sub-affiliates should receive. Additionally, affiliates can generate banner ads to promote your store and obtain their unique affiliate URL.

Other Features

Additional features (if enabled) include the ability for customers to edit any review they've submitted as well as edit items on their wish lists.

Customers can also view their order status and obtain special order information such as downloadable products and product keys.

When finished, customers can Log Out of their account!

Customer Account Settings

To view an account's settings within the Customers table or Administrators table, click on the ID number of the account.

Each customer account has a variety of settings you can configure depending on the customer type or how you wish to manage customers. Note that not all fields need to be used, depending on the account type. To view the full list of customer account settings, please see Customer Settings.

Tips and Special Settings

Logging in to a Customer Account

If you need to perform a test or place an order for a customer, you can log in to any customer account by selecting the Customer’s ID from the Accounts table and clicking the Log in as this Customer button at the top of the Account Settings page.

You’ll be redirected to the storefront home page, where you can shop or interact with the store as that customer would.

When you’re finished, you’ll need to log back in as an administrator!

Why do some customer accounts look incomplete?

While browsing the contents of your store’s Customer Accounts table, you may notice that the contents of some customers’ accounts seem incomplete. Customer accounts only require a unique email address and ID number to exist. Settings within each customer account may or may not be configured, depending on the type of account or the way you choose to operate your store.

For example, if a visitor to the store enters their email address to sign up for a newsletter, but does not make any purchase, a customer account will be created with only the email address and ID number.

Note

As a general rule, you should regularly compare your store’s Admin History with the Customer Accounts table to verify who has access to your store's Admin Area.

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