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shopify customer service app

Published on: February 2 2023 by pipiads

Best Customer Service App for Shopify ✅ EasyCall App Review

hey, welcome to my channel. in this video I'm going to show you how to install easy call phone number and call Shopify apps in our Shopify store and also going to have provide a review about this act. so this tutorial will be helpful if you are going to use these apps and if you, I wanted to provide phone call service of your customers. so first I want to check the picture, introduce videos out here. so that was this video. then we will discuss the other part of this, ABS and we will learn how we can install these apps in our website. so I want to mention that this apps is standing right now in the Shopify app store. this is the shockwave sister, and I am on the tending pace here: the easy call phone number and called in the tending apps right now. so first let's watch this video. did you know that visitors who call your business tend to convert at 30 to 50 percent? easy call is the easiest, fastest and most affordable way to create a business call center for sales support and more. with EZ call, you can get a business phone number and a click to call widget with just a few clicks and start receiving calls and make outbound calls worldwide using our click to call widget. customers can call you directly from their browser and you can answer the call in your ez call dashboard. take full control and manage all of your calls from one place using our dashboard, call recordings, voice mails, analytiks and more. not next to your computer, no problem. we can also forward calls to your cell phone with easy call. it's as easy as choose between a call widget or a phone number, set up opening hours, connect your devices, activate your call center, start receiving and making calls. have a call center up and running in just under 5 minutes. from now on, customers can call your business with just a single click from all over the world through their web browser without interrupting the conversion flow. easy call can fit any business and any website missing a feature integration will add it ASAP. new business: no worries. our pay-as-you-go plan fits businesses of any size with our video tutorials, 24/7 support, buy a live chat, phone and email, powerful integrations, advanced analytiks and a 7-day free trial. why don't you give it a try? ok, so we'll have a watch this videos, and now we discuss about the picture and then we add these apps. so, first of all, these say assets: if have a free trial plan and we can use this app for seven days as a free trial and we can test this apps and this is service. and let me go to the bottom. so here the P chart: we we can buy phone number free international calls, connect device and phone numbers, call forwarding. we can also further the call of all right in half hours and you can send voicemails. our Customer Center voicemails make on wind calls, out outbound calls and there have a option to call recurring and control with a design click to call call button advanced Colin lattike and reporting. so also other speech that comes soon, called blackboard. on visual, I've your roles as in ten minutes are a screen sharing and remote control video calls called transcription capture, customer email and phone number and this feature is coming soon. so ok, so here there is screenshot, so we are not going to. so we're going to check their screenshot. flags: phone orders: customer can easily from the shop who not directly to order this product callings and you can check it. you can directly care, receive this call, pick up this phone trying to use it to your phone number- super easy- and pick opening hours or only show that was it. when you are online you can select your opening hours or if your widget only show when you are only online and control the user design and tax. you can also design this widget. our all this was- this is awesome: phone callings apps for supply store. and here they are pricing. first of all, they are going to offer free trial for seven days, then they'll have a plan- essential- twenty dollars per month and fifty dollars per month, and the growth and professional package is $100 per month. so you can choose Union as your requirement and here the rating of beyond provide and five is star on the five. I can set this plugin. this app is absolutely very good and best fish to burn as new business. so now I'm going to add these apps in my stores. so I'm going to click on the add apps. so now I'm hearing after. click on the adepts. now I have to. so I'm going to click on the install apps. so now we have to set up my password. so I'm going to click on the set, set your password button. my password successfully, we said so. I have to now select my plan. so I'm going to select this plan. I'll select plan. I'm going to. so this one. now my abs install it. so we have to add credit card or PayPal account, so make the call active. so I'm going to draw this letter. so, okay, I intended to make activated these apps. I have to add my famine method or payment card, as this is not fully free because they're there of our pay as you go. you have to pair once and part additional minute so after that we can add to this plug-in on our website. so okay, thank you for your time to watch this tutorial. if you need any help with relevant these apps, our Shopify store- then you can contact with me. thank you for your time.

Top 10 Shopify Apps You SHOULD BE Using In 2022 (E-commerce Tips)

hey, everyone davey here, welcome to our first video of 2022. today we're going to go through my 10 favorite shopify apps. shopify makes it so easy to install apps. it's one of its super powers. apps can increase conversion rate, increase average order value and make you a ton more money. apps need to come with the warnings, though. if you use the wrong apps, it can slow your website down and leave a ton of money off the table. for those that have been following along in our lemon scrub series, you know that we've got our website all set up. now it's time to install apps. if you haven't been following on, that's okay. i'm just going to use the lemon scrub as an example in this video. none of these apps have paid me for this video. there are a couple of affiliate links down below, but i'm going to give you lots of alternatives and outline the pricing so you can make the best choice for your business. let's get into it. the first app that we're going to cover today is perfect if your product is low average order value, so basically under 70 or so. with products like that, shipping costs a lot of money compared to the actual revenue that you can bring in per order. the app is called ship scout. it's always difficult to understand when you launch your product whether you should offer free shipping or charge a little bit. free shipping should be more appealing to customers and therefore increase your conversion rate, so the more people that go to your store will actually end up checking out. a lot of brands will actually just add the cost of shipping onto the price of their product, making their product just a little bit more expensive. to cover that cost, what ship scout does is it allows you to actually split test that concept. what this allows you to do is actually test shipping thresholds. for lemon scrub, for example, if we're selling for 40 and we have a free shipping over 50 offer on the header bar, it would entike people to actually purchase two of the product, drastikally increasing our average order value. naturally, with all split tests, if you're trying to raise prices- which in this case you are- for the people that only wanted to buy one lemon scrub because you're going to charge them shipping, you should expect a conversion rate decrease because less people buy, because there's less value. i've been following along on twitter and there's been some really strange results for this app. not only have people been receiving an aov increase with their orders, but a lot of people are actually reporting that conversion rate also increases, which is completely counterintuitive. one theory behind this is users are just thinking they're getting a better deal with a free shipping offer over the threshold. if you're currently charging free shipping and you've got low margin products where people can buy a couple of them, i definitely recommend trying it out. to find the app, all we need to do is go to the app store right in ship scout and it's just here. there isn't a huge amount of reviews on it yet because i do think it is still early. the reviews are good. we can just add the app. as you can see, it's 49 a month and a seven day free trial. so maybe try to run a significant test within that seven days to hedge your bets. as with installing all new apps, if you are doing a lot of traffic through your store, you may need to vet the app from a speed perspective first. you can have a dummy store and install the app and check the speed in google analytiks. one disclaimer about this app is that you will need to be using the advanced shopify plan, which is 299 dollars a month. so if you are a new brand, then it may not be right for you. one option is that you can upgrade your shopify plan to the 299 option, use the free trial of ship scout at the same time and then just revert your shopify plan back. so the actual cost of using the shopify app is just the difference between the basic and the advanced shopify plan. the next app that i highly recommend that you use this year is called dexter, or neat a b test. both of these apps are incredible at split testing pricing. pricing is one of the most underrated split tests that entrepreneurs just refuse to do. there's a few reasons why they refuse to do this. firstly, they're worried that customers will see both pricing. this is very unlikely. even if you're a huge brand, customers definitely don't pay this much attention to your business. much like ship scout, price changes will affect a few things. they'll affect conversion rate, but they'll also increase the revenue that we can create per visitors. so therefore the profits. i suggest using these apps to split test pricing in intervals that are relative to the product price. for example, if your product is around fifty dollars, split test the pricing by five to ten dollars. if your products five hundred dollars, maybe you wanna split test by fifty dollars. this is great to do early on, but also as your brand adapts over time, especially with the current fears of inflation, what will happen is prices will go up across the board. this is the perfect opportunity for you to raise prices because your suppliers, your freight forwarders and your couriers- they're all raising their prices. so you need to pass those costs on. reasonable price raises shouldn't affect your brand as much as you think. one of the worst things that you can do is just constantly keep absorbing those costs until your business stops being profitable and therefore you actually go out of business. so to find these apps, i'll start with neat a b test. neat a forward slash b, and it should be this first one just here. so it's got 39 reviews. you can see the dexter app is an ad above it, um, which is the other one that i have used. um, that's that one is actually charged out at 3.99 per 100 visitors approximately. so the more people that you use the split test with, they'll actually charge you, which can add up to be quite expensive, but it is a really effective app. i like it. and neat a b testing is around 29 a month, um, and you get the the 14 day trial there as well, so i'm just going to add that up to our store so we can use it later. the other option that you do have with split testing is to use a big, robust tool like google optimize or optimizely. google optimize is free, but it is quite hard to use. you will need to use something like google tag manager to set up events. if you've got a clothing store, google optimize can be a really good way to split test all your pricing at once. you can actually duplicate all your products and create a split test, pushing people to one collection page of one pricing and the other page with the new pricing. these apps that i just mentioned, though, are far simpler, and you can just test single product variants very, very easily. the next app that i recommend is okendo. these guys are doing some really cool stuff. reviews are incredibly important to make your shopify look trustworthy and increase conversion rate. a kendo seems to be a really robust tool that is offering lots of customizable review options, so, for example, if you're a clothing store, you can actually ask people to review things like the fit- is it true to size, or even the softness- is it comfortable? these reviews can then be paired with photos and videos to really make sure that the customer believes the review is real and guide their decision making. a kendo starts at around 29 a month. the alternative that a lot of people use is luke's. however, what seems to be happening with luke's is a lot of dropshippers are actually using the brand, which is decreasing the credibility. there are a lot of review apps out there. make sure that your one isn't slowing down the website speed so we can come into here and go ekendo and you can see the product reviews right here. it's got 424 reviews at 5 stars. people are loving it. the customer service is really, really strong. the alternative they did mention was luke's, which is here. it's obviously far more popular at this stage. definitely hit scale, but a kendo might catch it. luke's is cheaper, at 9.99 a mont.

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Gorgias Overview & Demo | Shopify's #1 Customer Service App

hey everyone, it's brandon with electric, and today we're going to be going over gorgeous, shopify's number one customer service app. so you're going to access gorgeous via the gorgeous url that is given to you- usually it's your brand name, dot. gorgeous dot com. forward slash app, and then you go ahead and log in and you're gonna come to your home screen so you'll be able to see your first response time, what the resolution time is, whether you want to turn on your customer satisfaction survey and then also your automation rate. so, like this account that we're in, for example, doesn't have any automation set up- and then you'll get a support performance score up here as well. it'll give you a bunch of recommended steps- so creating a phone number, automating your order in your queries, and then you'll see some macros and some rules. they have a macro library and they also have a rule library, which is very useful so you can auto class, auto close non-support emails. there's a bunch of basically just automatik actions that can get, that can get taken place here, and so you can either create your own or you can choose from the library. but they also have a macro library here as well that you can go through, and this is essentially a list of commonly used macros that you can leverage, as well as when to use them and and what they do. next i'll go ahead and go back in here. you have all of your shared views so you can look at, on the sign tikets. you can look at open, you can look at all the closed ones, you can look at tikets that have been assigned to you, and then your various channels, so facebook, instagram, attentive, your support email. these are all the different communication channels that customers can come in on. you can look at ones that are about order status or about returns, and then, if i click on this, you can rename any of these sections. and you can also go ahead and look at the social media- specific and then miscellaneous too- and then, if you want to create private views, you can go ahead and do that here, so you can create a view, or you can create a section, but you can do the same for shared views up here too. so let's say, i want to create a new section and we'll call it test. now you can see here we've got this test. well, let's go ahead and create a view within that test view, and this is where we can start to do all these filters so we can say, okay, the channel was the uh email and that the customer um just complete that and that the integration is the support at the ebar and we can say tags contains any that is a return or exchange. and then you can just keep building out these filters to create all these different views that you can then leverage. that just basically gives you and your customer service team quick access to partikular types of tikets. next, you can look at all your customers so you can add a customer manually. or if you, let's say somebody is chatting in with you or they call in or for some reason you can't find them, you can go in here and you can search all of your customers and let's say, we want to do a certain group created after 8- 12. you can create that filter as well. then you have your statistiks so you can see a live overview today. one agent online should be me right now: how many assigned open tikets there are, how many unassigned open tikets there are. all the agents, your support performance historically: tags, return, exchange, attentive order change, auto close channels. so they almost are all. they're all via email the past six days. again, agent satisfaction if you are running the survey and then, uh, the revenue as well. this is only if you're on the pro plan, but basically one of the best ways our brands leverage to gorgeous is to almost is to use it as a revenue driving channel, because you're able to basically uncover upsell opportunities and track the revenue generated per each of your agents, so you can even compensate your customer service team based on that new revenue driven. then you have all of your automation reports, which for this partikular account- there are no automation setups- demo account, but you can see here that there are four different reports here. and then also, if you have any self-service interactions, self-service would look like i'll hop over to the princess polly site. here you open up the chat and say when will my order arrive, and here you get all the information. now you can also do things like track and order and you can self-service here by putting in your email. it'll send you a code or you can sign in with your order number, and so if i had purchased from here, i put in my email, my order number, i'd see my order. that would count as a self-service within here, and then you have your settings. so this is where you can get your api to do your integrations, but you also have all of your one-click integrations. so typically you want to integrate sms. you're going to want to use chat as well, and chat can be set up just like it is here over at crosnet, where it's it's actually a pop-up on entry. i'm getting a hey there, let me know if you have any questions, and then i can put in my email and then write my message and somebody should get back to me or i can use one of the predefined options here, and then i could also self-service so i could cancel an order, i can track an order, i can return an order, i can report an issue with an order. otherwise i can send that message there, also sms. so integrating something like attentive. and then here you can see recharge, some loyalty providers, and the list goes on. and on, the main reason why this is important is because you want all the data that you have on the customer in the customer view when your customer service team is replying, so that way you can know: oh, this person received this clavio campaign two days ago and that's what's not working. for example, if the customer like didn't, uh, wasn't able to leverage the discount code or something like that. and then you have all your phone numbers, your help center, your tags, so you can create a tag within here. you have satisfaction when the survey sent- whether it's sent via email or chat or both- your billing- you can import data as well- and then your automations. you can also build out more rules. so let's say we want to do one tiket is created if the tiket status, or rather the shopify last order- let's do total price- is greater than a thousand, called a high value order issue, and we could create that rule and um, we will do an action here which would be to add a tag, and then we would create a tag called like high value order, and so we could then have a view associated with that. but we could also do things like assign a partikular agent or a team. let's say you have an agent who primarily deals with these high value order customers, or you could send an automatik reply to a customer as well. you could even send an email to yourself saying, hey, this needs to be attended to right away. there's a bunch of different things that you can do within here in the rules section. then you have your macros, so you can add a tag and this is where you'd build out any of your macros, any of your users teams audit logs so you can see when things have taken place, who did it, what the event was. you can access, do things like single sign-on, and then your business availability as well and your tiket assignment. that's essentially it. gorgeous integrates with basically all the shopify apps that we use. it's a really powerful tool and for customer service teams at scale, the ability to sort of have all these predefined rules and macros, as in the self-service option as well, drastikally reduces the number of hours spent on customer service, but also because you're armed with all the data and information on these customers when they, when they reach out to you. you can even track revenue driven via your customer service conversations. so thank you everybody for watching. that's gorgeous in a nutshell. as always, if you have any questions or comments, just put them down in the comments below.

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BEST Shopify Apps For 2022 | Increase Sales & Customer Satisfaction

whether you're just getting started on shopify or you're doing hundreds of thousands of dollars a month in revenue. you don't want to miss any of the apps inside this video, so be sure to watch to the very end. connor, here and i have another awesome shopify training for you guys. today we're going to be going over the best shopify apps for the new year. now, all the apps that i'm going to be going over today are going to fall into these six categories. we have marketing apps, design apps, conversion apps, payment processing apps, fulfillment apps and customer service apps, and those are really all of the pillars when it comes to running a successful e-commerce business. now, these first uh apps that are listed here aren't necessarily apps. they fall into the sales channel area of shopify, and what these are going to do is they're going to help you set up your product catalog for each one of these platforms. they're also going to help set up the pixel and the conversion api, if these platforms have those. that way, when you start running ads and getting traffic through these sources, these sources are able to tell where the where the sales are coming from and what ads are working and what ads are not. so be sure to set all these up. it's going to really make your life a lot easier when it comes to setting up the pixel and sending back the data to these platforms that they really need to optimize your ads and get you the best results as possible. some of these social media platforms may not make sense for your business depending on your demographic, like, for example, if you're selling to- uh, the younger demographic, it may not make sense to use pinterest, but if you are selling to that younger demographic, it's going to make a lot of sense for you to use something like tik tok, especially because it just overtook youtube and facebook and google and is now the number one most visited website in the world. now, moving on to the second half of the marketing apps: here we are going to want to install snapchat as well. that's going to do the same thing as the previous apps listed, or the previous sales channels listed on the last slide. um, it's going to make sure you get your your product catalog set up. it's going to set up the pixel. that way, you can create those audiences and start optimizing your ads with those events that mean the most to your business. now moving on to attentive. attentive is a really powerful sms marketing platform that's going to allow you to deploy an amazing mobile pop-up that's going to get sms opt-ins and also email opt-ins. so be sure to check out attentive and get that installed in your store. if you are not using attentive, you're leaving a ton of money on the table, and they're also the best when it comes into compliance, which compliance is something that's getting more and more uh complicated to navigate when it comes to sms marketing and e-commerce. next we have uh clavio here. clavio is a really awesome email marketing platform and this will actually work hand in hand with attentive. so the sms side of clavio is not very good. i don't recommend it. the deliverability sucks and the platform is just brand new. so you'll want to use attentive for the sms side and for mms as well. but when it comes to email, you want to have that stuff set up inside of clavio. this is going to allow you to send those a bit and check out emails, those win back campaigns, uh shipping notifications, review reminders, sales for your, your campaigns, those type of broadcast emails and all of that. so clavio is awesome when it comes to email and deliverability, but not good on sms. so be sure to use these two hand in hand now. next up, we have reversion, which is awesome when it comes to setting up an affiliate program for your shopify store. i actually did a video on this a while ago. i'll be sure to link that up in the i icon. hopefully i pointed at the right side, but definitely open that video. watch it later, after you finish watching this video. now, when it comes to designing your store, obviously the first thing is that you have a really good theme that's mobile, responsive and very fast and snappy. uh, when it comes to loading over lte or these devices that may not have the fastest internet at all times of the day, right. but there are going to be some things inside your theme that you're not going to be able to customize the way that you like. or once you get a winning offer, winning product in your store that you're promoting, you want to go ahead and build a landing page. now, this pagefly landing page builder is really awesome. it's going to help you drag and drop all those elements and create a really high converting mobile landing page that's going to work- awesome for your store and increase the conversion rates of your winning products that much more. so be sure to check out pagefly and then next here we have this product filter and search. now this is going to be similar to another app called instant search plus. instant search plus is just way more expensive, but this is going to give you that instant search result on your theme. so when someone starts typing letters, it's actually going to recommend different collections, recommend products right off the bat. you can actually hide products from those instant search results or you can push products that you want to promote more at the top of the search results, which is really awesome. and inside of this app there's analytiks. you can actually see what people are searching. so, let's say, you are selling t-shirts and someone keeps searching blue t-shirt. you don't have a blue t-shirt. it's going to help you find those products that your customers are looking for and can't find. also, it's going to allow you to add this really awesome filter on your collection pages. now this filter is going to allow you to sort by, let's say, same example: you have an apparel store, you can have color and then there you can have a bunch of swatches like red, blue, green, yellow, and customers can actually select yellow and it will pull all the yellow t-shirts right in front of them. or, for example, you could have like garment and have t-shirt, long sleeve, hoodie, and they could sort from there as well. so it really helps like customers find exactly what they need through that filter really, really fast. so definitely check that app out as well. now moving on to conversion. now, obviously, once you have a really beautiful site and you're running traffic to it, the biggest thing is actually converting those, those visitors, into customers and increasing the average order value of each one of those customers. now the first thing that i recommend people get installed- if their theme doesn't already have it- is this stiky add to cart bar. now what this is going to do. when someone is on their mobile phone, they're actually scrolling down. the add to cart bar will actually stik at the top or at the bottom of the screen. that way it's always in field of view. so as they re read your sales copy, look at your product images, they can just one click and add the product right to their cart without having to scroll back up to the add to cart section to add it to their cart. so definitely give that app a look, if your theme does not already have it, and get it installed. next. we have frequently bought together. this is going to be that amazon like feel, where on the product page there's a group of three products it says frequently bought together and the customer can actually one click and add all three products to their cart immediately. now the reason i really like this app is because they take all of your past orders, study what products were bought together and they automatikally generate these frequently brought together bundles for your product pages. now, if you don't have a lot of orders, no worries, you can actually manually configure these bundles as well for something if you have new products or, like i said, if you don't have a lot of past orders. so really powerful there. you'll definitely want to get that installed as well. next up, we have the fr.

Shopify Customer Service Email Tutorial 2022.

what's going on everyone? it's jamie here from shopify masterclass, and today we'll be covering how to structure your customer emails so you can have really good support tikets, clean conversations and, overall, make that customer feel like they've had a really good experience with your shopify store. so we're going to go over how you can structure your emails in this video. so make sure you stay to the end of it. and before we dive into it, i just want to quickly thank our sponsor, profitcalc, which allows you to do your profit calculations in just one click, saving you a ton of time. so let's dive into structure emails here, and so, before we dive into that as well, i put up some good points here that you always want to keep in mind when writing customer emails. let's go through this one by one. the first one is going to be: always be nice, never be rude. so when you're speaking with the customer, they come to you because they have a question. maybe they don't know where their product is, maybe they're a little upset with what they've received, so you always want to be nice. here to them is creating good customer relationships can be really good for the long term. it can possibly lead to repeat purchases, which are great for your shopify store, so make sure you're always nice, never rude. it's never really worth being angry as well. this is just so much easier to be nice. maybe you get a good review out of it and it's going gonna prevent any chargebacks as well, which is something you really don't want for your store. the next one is just gonna be ask clarifying questions when needed. you're gonna need a solid understanding of the problem, so make sure you dive into your shopify store order history. make sure you understand what they're saying so you can answer that question fully. the next one is going to be to use emojis. emojis are great because they add personality to what a text email that has no contacts in terms of how you're feeling. humans use emotions a lot when communicating, so emojis are a great way to use. that makes you use those smiley faces and laughing faces to help spruce up your conversation and make it feel more personal. the fourth one is going to be add details when necessary, to make sure you add the tracking information or anything along those lines, such as product information as well or shipping information, so the customer really has an understanding of what you're explaining. you're actually answering their question. and the fifth one is going to be use an faq database when there, so it does help. if you're using a customer service platform such as help scout, it's going to have an faq there. we can easily pull up answers from repeated questions, saving you time making sure that the response is detailed for the customer. so let's dive into the meat of it here. on how to structure your email, i've created a basic outline of how you want to structure it, and so you always want to use the name at the beginning so you can say hi, customer name or dear customer name. you could also just replace this to there. if they don't have a name there in terms of the email, you're not sure what it is. they're gonna say your name, so my name is jamie, so i'm gonna say jamie here from. i'm gonna change this to shopify masterclass so we can introduce you and your company, and giving yourself a name is gonna make it more personal for the customer as well, showing that there is a real human being here for them in this conversation. then you can address the problem and make sure you're following the above: being nice, providing clarifying questions, providing the details for the order, making sure you fully answer the customer problem. it's so much easier just to answer it the first time than having to repeat everything again and further frustrate the customer, because really most customers don't even want to be messaging you. they just want to find that information right away and completely understand what's going on. so that's going to be the meat of the email. that's really going to change email to email. but if you want to go into a little bit further, it could be: restate the problem so you can restate the prom in a way, so the customer has cleared in what they're asking and so you fully understand it as well. and lastly, you're going to ask further clarifying question. usually i just ask: let me know if that makes sense. this way, you giving the customer an option to kind of dispute what you said, to maybe add further details, but you're leaving that door open if necessary. lastly, it's always going to be your signature so you can put your name. possibly your position as well could be the founder owner, something to show you a little more authority to address and escalate issues to yourself. you have the ability to maybe issue refunds, sometimes listing founders. good there, use emojis at the bottom as well, then followed by the company name, and that's going to make it look professional. you can also use different signatures as well. sometimes you get signatures that will list your social media list, the logo of the company as well, to add further professionalization to your customer emails. it's, overall that's a pretty basic structure there, but one that is tested and true and i've used many times and overall just really helped create a consistent form of emails to my customer, saving me time when answering those as well. so overall, this concludes the video on how to structure customer emails. i hope this was short and sweet here. i try not to add a lot of visuals, just to make it fast and easy to understand, along with some basic points. if you enjoyed this video, i would love if you hit that like and subscribe button below. if you're interested in profitcalc- that's our sponsor there- there's a link in the description below, so make sure you check that out. thank you so much for watching and i'll see you in our next video.

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.