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Magento. How to manage customers

In this tutorial we will teach you how to manage customers in Magento store.

Magento. How to manage customers

Any customer can create an account on your site by submitting the registration form which appears after pressing the Log In or My Account link which is usually in the top right corner of every page on the site frontend. The design of the form is different depending on the template.

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After filling in all the required fields and saving the account your new customer will appear in the admin panel in the list of customers.

To edit your customer details, follow these steps:

  1. Log into your Magento admin panel.

  2. Navigate to Customers-> manage Customers menu:

    magento_how_to_manage_customers_2

  3. Here you can see a list of all the customers registered in your store and add a new customer:

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  4. To edit the details, click on the Edit button in front of the customer’s name.

    • Here you can manage all the information about the customer:

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    • You can change the customer’s registration details (the email and password) in the Account Information tab.

    • The customer can be subscribed to a Newsletter or unsubscribed from it in the Newsletter tab:

      magento-how-to_manage_customers_5

    • Make sure to press the Save Customer button after each change you make.

    • In order to delete a customer, click on the Delete Customer option in the top right.

  5. To create a new customer, press the Add New Customer button in the top right:

    magento-how_to-manage-customers_6

    • Input the necessary information. You don’t need to fill in all the fields to be able to save the new customers.

    • Press the Save Customer button to save it.

  6. You can create a new customer group in Customers-> Customer Groups:

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  7. You can manage the general settings that affect the accounts of your customers in System-> Configurations menu:

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    • In the Customers section press on the Customer Configuration option to access the general settings of the customer accounts in your store.

    • Each of the options has a drop-down menu where you can change the default customer group to which new customers are assigned, enable/disable email verification, you can change the email templates used for the welcome and confirmation link emails sent to customers, etc.:

      magento_how_to_manage_customers_9

    • Press Save Config button to save your changes.

  8. Customers can also change and view their account information on the frontend from the dashboard of their accounts.

We hope the tutorial was useful for you. Feel free to check the detailed video tutorial below:

Magento. How to manage customers