Managing Customer Accounts
Customer account creation allows your customers to create store accounts to manage orders, create wishlists, and save an address book for quicker checkout. It also provides you the ability to view individual customer order data, give store credits, send order messages, and even segment your customers into groups for store discounts and tax purposes.
When new customers check out of your store, they have the option of creating an account. Their details, like their name, email, and other address information, is saved to a new customer record. New customer records can also be created manually through the control panel or importing in bulk.
To view and manage your customers go to Customers › View.
The Filter by Keyword field can be used to filter your customer list. If searching for a full name, wrap your search term in quotes or use the advanced search to refine your search.
- Search Keywords — Searches your customers' first name, last name, email and company fields for matches to the terms you enter.
- Starts With the Letter — Searches for any customers whose last names begin with the letter/number you've selected.
- Phone — Searches customers' phone number fields.
- Country — Restricts search results to customers in the country you've selected.
- State — Restricts search results to customers in the state you've selected. This field auto-populates with a drop-down list of states based on the Country you select.
Search by Range
- Customer ID — Searches for customers whose ID falls within the range you define.
- Number of Orders — Searches for customers whose number of orders falls within the range you define.
- Store Credit — Searches for customers whose current store credit total falls within the range you define.
Search by Date
- Date Joined — Restricts search results to customers who joined within the defined range you select. Options include:
- Last 24 Hours
- Last 7 Days
- Last 30 Days
- This Month
- This Year
- Custom Period
Search by Group
- Customer Group — Restricts search results to customers in the selected customer group. The customer group feature is available on select BigCommerce Plans.
- Customer Group — Determines which customer data will be used to sort search results. Available options are:
- Last Name
- First Name
- Date Joined
- in — Determines whether search results are displayed in Ascending or Descending Order.
Editing Customer Details
When viewing your customer list, click on the name of the customer you'd like to edit or click Edit from within the action menu. You can edit the following fields:
- First Name
- Last Name
- Company Name
- Email Address
- Customer Group
- Phone Number
- Store Credit
- Receive Abandoned Cart Saver (ACS)/Review Emails (Yes/No)
- Force Password Reset On Next Login (Yes/No)
- Tax Exempt Category — only used if you've linked your paid Avalara AvaTax
- Any additional form fields
You can also set a new password through the New Password and Confirm Password fields.
Customer Address Book
If you need to edit a customers address, click the Customer Address Book tab, then click Action › Edit to the right of the address you'd like to update. You can also select Delete to remove the address.
Don't forget to Save your changes.
Forcing Customers to Reset Their Password
In some cases, for example, when migrating customers from an old store to your BigCommerce store, it may be necessary to force a customer to reset their password the next time they attempt to log in. This can be done when either adding a new customer or editing an existing one.
Note this setting can currently only be enabled in your control panel and not via CSV export/import.
1. Go to Customers › View Customers, then either add or edit a customer.
2. Select Yes from the drop-down menu labeled Force Password Reset On Next Login.
3. Save your changes.
The next time your customer attempts to log in, they will receive a message explaining that they must reset their password before logging in, and an email containing a link to the password reset page will be sent to their customer account email address.
The password reset page will prompt them to enter and confirm a new password for their account. Once they’ve completed this step, they will again be able to log in to their customer account.
Deleting Customer Accounts
To delete a customer account, go to Customers › View and check the box next to the name of the customer record you want to delete. Click the delete button (trash can icon), then click Ok in the confirmation pop-up.
You can delete customer accounts in bulk by checking more than one customer account at a time. Use the built-in customer filtering and search functions to find specific customer accounts you wish to delete.
Note that customers can only be deleted from within the control panel and not via CSV export/import. Additionally, deleting a customer account will not delete the order records the customer(s) has placed, and those records are still accessible from the View Orders screen.