Edit a customer's contact details in Shopify
A typo in an email address means order confirmations go nowhere, and a changed phone number means a delivery driver cannot call. Contact details are edited on the customer profile, in one place, and the profile keeps its order history. This tutorial fixes Maya Chen's email and phone number, and checks that nothing else moved.
Written · Shopify admin, desktop steps · 4 minutes read
The worked example
| Customer | Maya Chen |
| Contact fields | 5 |
| Fields changed | 2 |
| Share of fields changed | 40.00% |
| Orders on the profile | 4 |
| Order total | $203.25 |
Download the correction log: contact-correction-log.csv (168 bytes, md5 2cf90fdb0ce4bab0749f0e06bd96eec8).
A log of the three contact corrections in this tutorial: the customer, the field, the old value, and the new value.
1Open the customer profile
From your Shopify admin, go to Customers, then click the customer name.
2Open the contact editor
In the Customer overview section, click Manage, then Edit contact information. The editor shows first name, last name, language, email address, and phone number.
3Change the wrong fields, nothing else
Fix the email address from [email protected] to [email protected], and update the phone number to the new one. Leave the name and language as they are. 2 of the 5 contact fields change. Click Save.
4Check the profile still holds its history
Read the profile after saving: the 4 orders and $203.25 total should still be there. Changing the email address moves the same profile to the new address; it does not create a second profile and it does not split the order history.
The arithmetic
A customer profile holds 5 contact fields.
| Field | Old value | New value |
|---|---|---|
| First name | Maya | Maya |
| Last name | Chen | Chen |
| Language | English | English |
| [email protected] | [email protected] | |
| Phone | 416-555-0102 | 416-555-0198 |
2 of the 5 contact fields changed, which is 40.00%. The profile's 4 orders, totalling $203.25, stay on the same profile after the edit.
Held at the counter
One email, one profile. Changing the email address does not create a second profile, and adding a second profile for the new address would split the history. If a duplicate already exists, merge it instead of editing around it.
Check nobody else is editing the same profile. Before you update a profile, check whether another staff member is making changes to it at the same time, or your save can overwrite theirs.
An email change does not resend the past. Order confirmations already sent stay sent to the old address. Future emails go to the new one, so tell the customer to watch the new inbox.
Sources
- Managing customers — Shopify's help pages: the Edit contact information steps, the five contact fields, the one-email rule, and the warning about two staff editing one profile.