california shopify customer data
Published on: February 2 2023 by pipiads
Table of Contents About california shopify customer data
- Shopify sales tax setup for stress-free compliance | Walk-through guide
- More Detail into Shopify Customer Management
- 7 Good Shopify Store Examples to Inspire You in 2022.
- How to Add GDPR Consent Banner on Shopify
- Ecom Data Cooler Talk Ep 7 What's in the Shopify Customer Data (optimize CRO by customer journey )
- Import Existing Customers | Shopify How To
Shopify sales tax setup for stress-free compliance | Walk-through guide
Hi Shopify sellers. This is Kexin from LedgerGurus, And today I'm gonna tok to you about sales tax settings in your Shopify store. I know this is not the most exciting topic and it's just another admin task to add to your list. But trust me, if you can set this up correctly, then you are on a really good path to be compliant with sales tax, and you don't have to pay much out of your pocket. So before we dive into the content, if you haven't done so, please subscribe to our channel and hit that bell so when we get new videos published, you will get notified. So at LedgerGurus, we help so many e-commerce clients with their e-commerce accounting and journal entries and transaction coding and bank reconciliations, But at the same time, we also have a dedicated sales tax team that manage everything that's relating to sales tax for these customers. So I'm in Shopify all the time and I do these sales tax settings for my clients day in and day out. So this is really my arena to share my experience with you guys. Please comment if you have any questions and we'll be sure to get back to you on those questions. So today I'm gonna tok about two things. The first is: how does sales tax work with Shopify. Who's collecting it? Is Shopify like Amazon? And then the second part is I'm gonna walk you through the things you need to make sure you finish setting up on your Shopify store to be sales tax compliant. So to answer the first question, we get lots of inquiries on what's Shopify, How does Shopify deal with sales tax? And the answer is: Shopify is not like Amazon or Etsy or Walmart or another marketplace facilitator where you can just hand over the responsibility to them for to collect and to remit tax to the different states. If you are selling on Shopify, every sale that goes through Shopify is your responsibility to collect and remit sales tax. So Shopify's not gonna do it for you. You have to do it yourself. Shopify's not gonna turn on those settings for you automatikally. You have to turn them on yourself. So then let's tok about how to turn on those settings. There are five things that over the years of my struggle with Shopify that I've figured out, So I hope that this is really helpful to you guys. So the first thing is to enter the places you want Shopify to collect sales tax in. So you would go to settings and you go to Taxes and then you go to US store And then that's where you can add all the states. If you are one of the older Shopify users, you need to add a zip code. If you are using the new interface, which I really like, then you don't have to enter the zip code. You just need to enter your sales tax license and then the state, And then sometimes it asks you which way of sourcing you want. So we can tok about sourcing another time. So that's the first thing, is you need to tell Shopify where to collect tax. The second thing is, after step one, if you go back out of US, if you go to settings and then taxes, if you scroll down- so it's below all the different countries- you can see a box that says automatikally calculate tax on shipping. Some states charge shipping, some states don't. So you would need to check this box so Shopify will calculate tax on shipping And then, for the states that you know are not taxing shipping, you need to go in and add a tax override for shipping in that specific state. The third thing is you want to make sure all your taxable products are collecting sales tax. So to do this you need to go to your products and go to each products. You can edit each variant and then somewhere in the middle there's a box that says charge tax on this product. You want to check that for the products you that are taxable. some products are not taxable, for example gift cards, Those are not taxable, So you would not check the box for those products. Then the fourth thing is you want to add all your locations in from where the fulfillments are going through, So your warehouses that are fulfilling these orders that are sold through your Shopify store. So you would go to settings and locations And at all of thoseThe reason that this is important for sales tax is because some states are origin sourcing, Some states are destination sourcing. So, depending on where the goods are shipped from, if it's an intra-state transaction- meaning if it's shipped from the state to a customer in the same state versus shipped from one state to another state- the rates are very different and where to look for those rates are different. So it's important to put the location of your warehouse there. And the last thing is exempt customers. If you sell to exempt entities or if you sell to like wholesalers that are gonna use your products for resale, then those are all legitimate reasons to exempt sales tax for certain customers. And thus, you would go to customers and you go, edit this customer's information and you check the box to say this is an exempt customer And you can also give a reason on why this is exempt. So to just summarize - five places: first, you need to tell Shopify where to collect sales tax, Then you need to configure shipping options And then, third, you need to make sure your products are all collecting tax for the taxable products. And fourth, you need to add locations of your warehouses. And the last thing is to add information for your exempt customers. Let me know if you have any questions, feel free to leave comments and for sure to get back to them. If you like this video, please like it. Share it with your fellow Shopify users. Hope you all have a good day and I'll see you soon. Bye.
More Detail into Shopify Customer Management
Hey everybody, This is Ori from Astral Web, and I'm going to introduce to you a little more detail into management of customers in Shopify backend, with defaults, what you can do. So I've made a video or a few videos about general Shopify. I've kind of introduced them a little bit, but I want to go a little bit more detail to explain how you use it, mainly from customer service, but just as a management of customer. okay, So, first of all, what you want to do, go to the backend, click on Customers and you can see your customer grid, your customer you know list one by one, though, and all of your customers are here. You can see basic information, the customer name, any notes about them, amount of orders, the money spent over the lifetime, and you can also use your customer groups to filter. So what are customer groups? These are built-in customer groups that are set, But, in addition, what you can do is you can use the search box and the filters to make your own, and this I find extremely powerful for customer service and especially for marketing right. So, for example, if I want to send certain emails to customers that are very loyal- they've spent, you know, over thousands of dollars, I can make that. So, for example, I would go here, click on More filters, Amount spent and I would say, for example, over $1,000. I click on Done, now I can see all of mine. Now I don't have, because this is a demo site, but let's give you a better example here. So let's say I wanted to do, for example, all the customers that accept email newsletters. okay, So I'm going to click. that's how I did this. So now I can go here and I can click on Save filters and I can call them subscribers. And now that I did this, I can create many, many different types of groups And you can use them for just easy navigation and especially, apps can use these things to really enhance the functionality, or custom coding, if you want to do So. we've done very, very cool things with customer groups. You can make things like restricted areas on the website only for customer groups, like only special groups and customers can see things. you can make special promotions, different abandoned carts, a ton, a ton of things, mostly with external apps and coding, but it's really, really a powerful thing and I can't stress enough about this specific thing. right, Make a ton of groups, figure out what your business needs, how you want to work with your clients, with your customers, and then go and make these things. So this is a really powerful thing, right? So you have a few more filters here: tags and account status and of course you can search for names, right, Okay? So in addition to that, what you can do is you can actually add customers yourself. So typically, customers come to the website, they just register themselves. they do it. Sometimes you want to add customers. For example, someone has trouble adding their account. they might call you for customer service and say, "Hey, I want to, you know, register account for me" or other. So you just fill it up, right? So Janes, let's just call it Jane and then M, then Jane M. just do that and you can fill up all that basic information: the phone number, you know address. do they want to join the email newsletters? Let's say yes, All the address information. do you want to collect tax from them? And then these things are notes and tags are internal for the business, So customers don't see the notes about them. So if they were calling customer service all the time and annoying us, you might say: you know they like to tok a lot on the phone. Be careful, right For your customer service Or whatever it might be. They're very loyal and super nice, hey, and they're always very pleasant, right? So when they click, now I have my customer here. okay, This is my customer information. okay, So let's show you a few things. So, in addition to that, you can actually search for customers, right? So let's say, I want to search for a customer and I can actually view my customer information. So this is a walkthrough of what the customer detail page looks like. Now, first of all, you can disable their account. right, If there's some issue you can disable. they can't log in, they can't use the account anymore. You can reset the account for them. So what you can do is, if they are not able to go back and log in, you can reset their password. But because of security measures, you, as a business owner and customer service and marketing etc. you're not allowed to see their information, right? So what you do is, when you click on this, the customer will actually get an email. okay, So this account, this email that I have right now, is both my business account and my customer, just for example, just for this right. And so when the customer resets, they'll get an email and they can click here. they can reset the password by themselves. Okay, What else can you see? You can see their basic information when they started to be a customer, where they're from. you can make your own internal notes that only you, as the business, can see, and you can see their last orders, the total spent and their average order value. okay, These are all things that you can use for marketing purposes. okay, Now you can also click here to see the last order. Here you can quickly see the actual orders they placed and if they have more than one, you can actually go and view them one by one, especially good for customer service refunds, things like that. And one of my favorite things are the timeline. So when you tok to a customer and you want to know more about them or they're asking questions, you can actually see everything about them. So if they say, "Hey, I had an issue with an order, I didn't get the email" you can prove that they got their email, or they registered on a certain date or they refunded. you can see the whole order history. Now, if it's very long, you can go back and back and back and back, okay, So, in addition, you can leave your own comments. For example, you know, customer called and say I helped them, helped customer, fixed their problem, for example. right, I didn't have any refunds, anything. I can attach things, I can add some more information and I click on Post. Now this is going to go on the timeline. Okay, So right here it's in the timeline. and which admin that logged in? There's a note: which customer service, which user logged in and did that stuff? In this case my name is just called the admin, but it could be, you know, whatever customer service or other. Okay, In addition, you can edit for the customer their information, their general information, their name, email and phone, and do they accept newsletters. You can actually manage their addresses. You can either add a new one right here or you can actually edit their existing one. or if you can have multiple addresses, let me give you an example. so, Jane M, and let's just say Main Street, let's just say, for example: okay, If I save this, now I have two addresses. okay, So let's see: Oops, I think I clicked the Manage, So let me do this. Jane M, let me add a new one and let's just say this is the address I'm going to click here. Okay, So now I can click Manage and I can see multiple addresses And I can actually go and change and make them defaults right. So I can. this is the current default one. I can help them change, for example, to this one and you see it changed Okay. In addition, I can make sure I can have a customer that does not need to pay for tax. okay, And the most important are tag right. Another thing that's important is tags. This is a way for you to organize, label them right Here. this is a customer note, which you can only have one and this is a general note about the customer, But tags can help organize them in many, many different ways. You can have one customer have multiple tags. you can really use it for marketing. So, for example, for tags.
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7 Good Shopify Store Examples to Inspire You in 2022.
what's going on everyone? it's jamie here from shopify master class and today we'll be covering shopify stores to inspire you. we're going to be looking at examples here so you can take a look at some of these shopify stores, what they're doing to make it successful, their layout, their color scheme, their themes, to help give you inspiration how you want to layer your store. you don't want to necessarily be copying these stores, but you can take inspiration from them and add the tiers tour to make your store more appealing, higher converting and, hopefully, more successful. so make sure you stay to the end of the video, as we're going to cover 10 full stores here, and before we dive into it, i just want to mention the sponsor, profit calc, the one click profit calculator app available on the shopify app store to allow you to skip those spreadsheets and get back to growing your business, and it comes with a 15 day free trial. in the link in description below i'm going to show a quick video detailing their full feature set. discover profit calc, the affordable and easy to set up shopify app that crunches your numbers in just one click. it automatikally syncs with all your accounts and expenses to calculate your profit, displaying everything in an easy to read dashboard so you understand your business in real time. start for free on the shopify app store today. let's take a look at the first door here and that's going to be greenhouseca. so immediately when you open it up you're going to get a pop-up that's going to give you a discount. so they're trying to collect those emails right away. that's when a customer enters your website. you want to make sure you're capturing some kind of information, as most customers do leave, and so they're offering a incentive here and explaining why this newsletter is valuable. so actually, out of that, we can see a very clean home page here, which is the header image taking up most of it. a welcome message as well is a quick intro into what the site is about if you've never visited before, so we scroll through here. they have their products on their homepage with some really nice product imagery, and they match the language and the color scheme to the website as well. as you can see, it's add to crate and not add to cart here, so they're personalizing the website for their customers. overall, they have a really nice mega menu with really good product images that make it really easy for the customer to navigate. so we dive into some of the products here we get an idea of what their product page looks like. we can see it's very clean. it's very minimalist, as most websites are nowadays, but they have what you want to see. they have product reviews at the bottom here to add that social proof. they have a nice product description. they have your different variant sizes here, making it really easy to select and understand what it is. now i really like this star ingredients here, so let me show what's exactly in it so you're not questioning it, getting the answers you need. in addition, they have the nutrition facts here, so quite a bit of detail on what's in here, along with information on delivery, so it's going to lead you to the delivery map as well as the shelf life, because you're trying to answer the questions they have. one page i also always like to take a look at is the about page, and overall this one's filled quite nicely here with a lot of detail about the company, why they were started, as many customers want to feel connected online. this is definitely something you can take inspiration on is having a really good about page explaining what your company is about, why you started and what you're selling and why it's important to you that's going to give the customers something to resonate with. so it's greenhouseca. here there are 10, so let's go to the next one here. this one's going to be spencer baidu. it's a clothing brand, and with this clothing brand they're trying to create a sense of eliteness and luxury here, and so they have a very minimal theme here really showcasing their products. they have a video on the left detailing people with their clothes here see an idea of what they look like. so they're going for a different color on the background as well, rather than having your standard white. now for not a lot of explanation of what they are, as you're kind of trying to create that sense of being elite. you know what they are already, we don't need to explain it, and so if we load up the product page here- again not a ton of information, as they really have the product image in the center here, along with different related products with a sizing guide, so a short description. you can just select the size and then add that to the cart. so they have some information on shipping and returns, which is something that is important to people purchasing clothing, as many people do end up returning items there. we add to the cart. here we can get an idea of how they lay that out. so they have a pop-up first and a very clean card here with a simple checkout button. overall i'm not trying to use any conversion tactiks here. you see a lot of new stores on shopify using things like such a countdown timer or all these pop-ups and stuff to try to get the customer to purchase. we can see that there's no chat icon. it's very clean. it's not distracting at all. next we'll take a look at here is half moon, half moon's homepage. it's a nice imagery on what they sell- new arrivals. we can see different things such as community favorites, different testimonials, the story as long as what inspired them. here they're kind of separated into themes based on what's released now. so this is definitely a bigger story here. so that lends itself nicely to doing something like that. i do have a pop-up as they are trying to collect emails, and this one is to create an account. the site also has a really nice announcement bar free shipping on orders over 85, incentivizing customers to purchase more. again, this site is really about the product imagery. they have really good product photos here that really emphasize the product. they do have a pop-up here as well, but overall it's going for a certain vibe and appeal with a product line here and everything's very consistent. so something to note about this site is that it's consistent across the board, from the product images, the text to the colorway. it is matching that partikular aesthetik. this one does even have a gray add to cart button, which is quite unusual, as add to cart buttons are meant to stik out, but it really depends on the theme you're going for. they also have details broken down here so it's easy to figure out how to care for your product, long as how to use it. and of course, they have customer reviews as well. the next store we'll take a look at here is meowingtinscom. so again, when you load up this site, it's going to give you a pop-up to collect those emails, as you want to be able to get that customer information so you can contact them on a platform that you're not paying for, such as facebook ads. they have a rotating. they're here showing different products. they have a sale and a discount code, so it's going to incentivize you to purchase right away and you want to make sure you get a discount if you're interested in catrice here. so overall they also have social proof to their accounts here, so facebook, twitter and instagram, so you can see that they're active there, very bright and very colorful product imagery as well, along with a nice announcement bar, and we can see that they're also collecting notifications, as they're really trying to get you into their system here so they can contact you again. they also have a nice notification detailing how fast shipping is. overall, the language is quite cute. on the website we can see four humans and four cats, depending on what you're looking for. let me know about this site is there's a really big and bright add to cart button here, so you're really not gonna doubt what you're supposed to do next, and that's add that item to cart so you can purchase it thos.
How to Add GDPR Consent Banner on Shopify
Ecom Data Cooler Talk Ep 7 What's in the Shopify Customer Data (optimize CRO by customer journey )
Hey guys, what’s up? John from Segments here? Welcome to the seventh episode of Ecom Data Cooler tok, where we tok about important topics in ecommerce and data next to a watercooler. Today we are doing part three of a three-part series on the most commonly used tables in ecommerce: Orders, Products and Customers table. We are going to tok about the Customers table today. Before we get started, I just got back from Shopify Unite and it was an awesome experience. For those of you who aren’t familiar, Shopify Unite is an annual conference hosted by Shopify for their partner ecosystem. Partners are a big part of Shopify’s platform, as designers, marketers and developers fill the gaps in ecommerce merchant’s operations and support their business growth. Harley, Shopify’s Chief Operating officer, came out saying that Shopify is building the world’s first global retail operating system. I’ll explain what he means by that in my three key takeaways from Day 1:. 1. Making online shopping better - They will extend multi-lingual and multi-currency support to all merchants, as well as making online shopping more immersive with product videos, 3D and AR coming later this year. 2. Making offline shopping better - Shopify Point of Sale systems is live at over 100,000 merchants and in more retail locations than Apple, Walmart and Target combined. They saw an opportunity to reinvent Brick-and-Mortar, not just with hardware, but with their new POS software to track orders, product [inventory] and staff productivity. 3. Making Fulfillment better - Back office operation is complex and Shopify is rolling out shipping profiles to all merchants, so when you need to ship a t-shirt vs vinyl record, you can apply a different shipping profile for each product. They are also rolling out order editing, so when someone needs a different size, that can be done. The biggest announcement of the day is Shopify fulfillment network, which sounds eerily similar to Fulfilled by Amazon, where Shopify will pack and ship your orders for you. It’ll be interesting to see how they pull this off. If you want to learn more about keynote, I will include the link to their keynote in the comment section below, so check it out if you have time. Ok, let’s dive in. What is the Customer Table? A customer table stores information about your customers, whether it’s from your store’s account creation page or from other form-fills and pop-up email captures —. it typically stores the customer’s name, email, physical address, previous purchase history and perhaps a few custom fields like notes and tags that allow you to further describe the customer. An accurate and up-to-date customer table is one of the most important assets to the business, if not the most important. As the business begins to grow, the list gets bigger and the amount of information collected also increases exponentially, which makes identifying patterns very challenging. This is where data science and machine learning can help you more effectively understand customer behavior. By combining the information from the orders, products and customers table, we can start painting a pretty good picture of the customer journey and use lifecycle metrics to create customer segmentation that group similar customers together. Next, we’ll use Shopify’s Customer table as an example. Let’s take a look. What’s in the Customer table? Let’s break it up into 3 sections: the customer attributes, the browser session and custom fields. First up, we have “customer name”. This seems very basic, but the first name is actually the most commonly used personalization in email templates. Furthermore, you can predict a person’s gender from their first name using machine learning models with about 90% accuracy on average, which gives you another way to segment your customers. Next we have email - email is a commonly used unique identifier for each person. It can be very useful when trying to merge different data sources together. Also, the email domain carries a lot of information. are they using a personal email or corporate? Are they using Gmail vs outlook, or perhaps yahoo or AOL from back in the day. The email domain alone can tell you a lot of information about the user behind the email. Then you have billing & shipping address. The address is very important for shipping, but it can also be used to learn more about customer shopping behavior by geographical locations. You could look at US vs Canada, East coast vs West coast or even metros vs rural areas. Last, we have the accept marketing flag. As more and more people focus on data privacy, we all need to adhere to rules and regulations on when you can or cannot send promotional emails to customers, with GDPR being a great example for European customers. Then we have information about the [browser] session itself. Things like locale and language can help you localize your store to the local language and currency, as well as customary differences in how the date is written. Next, we have browser width, height and type. The width and height are correlated with the device the user is using to visit your store, as in desktop vs smartphones. The type of browser they used could actually tell you a lot of information — whether they are using chrome vs firefox vs safari can help explain differences in user behaviors. The last section is custom fields, like the notes used by customer support to indicate additional information about the customer. Tags are also commonly used to segment customers. For example, you could set a VIP tag to a customer when they spend $100 or more, Or tag the customers with the products they previously purchased, as well as color and size preferences. Ok, so now that we have our orders, products and customers table, let’s look at a few examples of what analyses are possible and why you should care. What can Customer data do for me? We are finally here — with all three tables unlocked. the possibilities are almost endless, so I’ll just only foucs on three examples. #1: RFM segmentation. We can now segment our customers based on their score ranking in recency, frequency and monetary. If you are not familiar with RFM, please check out ep 4. what is RFM? We can segment our users into MVPs, Bargain Hunters likely to churn and low-value users. We can align our marketing efforts to each of those scenarios: reward top spenders, increase order value, prevent churn and suppress low-value. RFM is a simple and effective method to increase conversions and clicks that every merchant really should be doing. In addition, you can create custom lookalike audiences from your high-value segments. #2. Customer Journey analysis. With a clear understanding of where each customer is in their lifecycle, whether they are new sign-ups, first-timers, repeaters or loyal customers. We can start to map out their journey, using historical data to better inform our marketing around order timing, next likely purchase and complimentary upsells and cross-sells. Contextualizing marketing efforts can often lead to higher engagement with fewer emails, while calibrating promotional strengths based on purchase likelihood can maximize margins by avoiding a discount when you don’t need one. #3: Product segments. Often times you have a new product of a partikular type or theme and you want to know which customers are likely to buy this product. For example, you have a Bordeaux red wine at $450 a bottle. you want to know which customers prefer French wine, drinks red and can pay up to that price range. Or maybe you have a new t-shirt design which is a mashup of Disney characters and Game of Thrones and you want to know who’s more likely to buy this t-shirt. This is where combining orders, products and customers to study customer behavior can produce powerful results. In summary, we looked at what’s inside the customer table, what kind of information we might be able to derive from customers name and email, and a few powerful way.
Import Existing Customers | Shopify How To
one of the vital steps when transferring over to a new platform is importing and exporting your existing data. so today I'm going to go over how you import your existing customers into Shopify. so one of the things you're going to need to do when you transfer it over to Shopify is you're going to need to import all of your customers. so the way the Shopify handles this is: you can either do it through the API or you can do it through a CSV, a comma separated value excel sheet. I'm gonna go over the comma separated excel sheet right now, just because this is the easiest way to do it and it's the most likely the way that you're going to be importing your customers. so if we go over to our dashboard and we're on our dashboard, the best thing to first do is go to customers and then, at the top, you'll see it come up and it'll say import and export. we want to export the customers. the reason we want to do this is because we want to go and grab an Excel spreadsheet that gives us a sample of the columns that we're gonna need to fill out for when we transfer it over from another system. so we're gonna select export the current page, because there's only one customer in there and they're running it CSV for Excel numbers or other spreadsheet programs. we're gonna hit export. it's gonna ask us to download it and then we can go and open it up in our editor. so I'm gonna open this up in Excel now. once we've opened it up in Excel, we can now go and look at the columns that are in there. I'm gonna add in some sample data so that when we import it we can see how it works. so the first thing I'm going to do is bring under first name- we're gonna go John Smith. we're gonna put an email of John at smithcom. the company is Smith incorporated. we're gonna go 1, 2, 3, 4 Smith Street in Smithers, British Columbia provinces, BC, Canada, country code: CA. so if you're doing stuff for the US would be us all. you can look up to digit country codes so you know which ones need to go in there. the correct zip code. I'm just gonna use a sample zip code here and if we're gonna use a phone numbers, then eight. hey dude, does this person accept marketing? I say yes, the total spend, the total orders. if they have any tags, any notes, and if they're tax exempt, then we can hit save. I'm gonna ask us if we would like to save it as of the current CSV, some features may be lost because Excel contains information like formatting and column widths and stuff like that, where CS keys don't contain those information. it's important to understand the difference between safety and an excel file and saving in a CSV. for the point of this upload it needs to be in a CSV. XLS file won't work. so when hit save, it's now saved it. we know its customer export- in parentheses one. and now we can go back over to our customers and we can go import customers. we can choose our file. we could hit over at existing customers if they have the same email or phone number, which we're going to do, and then we're gonna hit import. it'll go through its thing and import and then when we refresh the page we should have John Smith in there. John Smith, there we go. the reason it's overwritten the other item is because I selected the same phone number. so let's go and change that so that we have two phone numbers in here, so that they have different phone numbers. so we're gonna make this on triple eight, three hundred two seven. okay, now we're gonna save that one there. yeah, save, we're gonna go import the customers again. there we go, import, okay, customer imported. now what we should do is we should have two customers in there: one John Smith, everyone Jodi Edgar- and that's how you go ahead and import a customer's. now it's important to understand that all of your orders, when you get to importing orders, are going to look up the customer name by their email address. so when you import your customers, make sure that you import their email address. it's a required field, so you all need to have it while you can port your customers into the shopper dashboard. thanks for stopping by. I hope this video was helpful. don't forget to Like subscribe, hit the bell button if that's something you're into, and we'll see you guys in the next one.