Manage Customers
The customer list page allows you to create, edit, view, and manage your customers. You can search, filter, sort, export and create customers with the controls at the top of the page.
Search for any of the following fields:
- first name
- last name
- email address
- customer number
- company name
- phone number
- custom field values for fields with list icons
From the customer list page, you can view and manage customers. Click on any customer name to navigate to the customer detail page. You can also select quick-actions from the … context menu.
Create new customers with the New customer button at the top of the page. The customer creation form allows you to add customer information, select groups, apply labels, and fill out custom fields if they have been configured.
The Send account creation email checkbox controls whether or not the new customer receives an email about their account creation. If no password is supplied, one will be generated automatically for them.
Customer information can be edited and updated from the list page context menu or from the customer detail page. Quickly jump to any section via the navigation options on the left side of the page.
Customers can either be deleted from the context menu Edit modal or directly from BigCommerce. When a customer is deleted:
- The customer will no longer be able to sign in to the store or place new orders.
- Orders already placed by the customer will not be deleted.
- The email address associated with the customer will no longer be usable by any future customers.
- You will not be able to undo this action.
You can separate and sort customers using the customer group feature. Customer groups allow you to organize your customers, set custom pricing, and restrict access to specific products or categories.
Customer groups are a convenient way to set custom pricing and manage product visibility for your customers.
Customer groups can be created from the BigCommerce dashboard. Refer to the BigCommerce documentation for help with this process. The group name is not visible to your customers on the storefront, but is visible to users in Velocity. You can also set category, product, and storewide discounts for your customer groups within BigCommerce.
Customers can be added to and removed from groups in Velocity from either the Edit modal or the customer detail page.
Customer labels are simple tags within Velocity that you can use to categorize customers. Unlike customer groups, labels are created on the Velocity settings > customer settings page, under the customer labels section and do not impact the customer on the storefront. Labels are not visible to customers and should be used for simple tagging, organizing and filtering purposes.
You can set customer approval in Velocity by selecting a default on the customer settings page, manually setting the customer to approved during customer creation, or managing an existing customer's approval from the customer details page.
- Default Customer Approval — There are two ways to set a new customer's status to Approved with both being located within the Velocity Settings under the Customer Settings page. Towards the bottom of the page, there are two checkboxes that enable Storefront Customer Approval and Velocity Customer Approval. Storefront Approval sets customers who are created in BigCommerce to automatic approval. Velocity Approval on the other hand sets customers who are created in Velocity to automatic approval.
- Manual Approval — During the customer creation process, you can select the This customer is approved checkbox to approve the customer.
- Existing Customer Approval — Navigate to the customer details page and select the Actions context menu. After, select Change Approval... which will then open a UI with a This customer is approved checkbox. Optionally, you can set an expiration date as well that will remove the approved status from that customer after that date.
Approved customers are shown with a verified badge next to their name on the Customers page.
