Cracked Accounts Shoppy
Kathy Douds
In a B2C scenario, customers always register online in the webstore by entering their personal data, like name and address. Webstore visitors must also enter their e-mail and password during registration. The e-mail and password are used by the customers to log in to the webstore. When a B2C customer registers in the Sana webstore, the shop account is automatically created, activated, and approved in Sana Admin. For more information, see B2C Customer Registration.
A webstore administrator can create shop accounts in Sana Admin for those B2B customers that already exist in the ERP system.
Sana retrieves all customers, contacts, and sales agents from your ERP system when you run the Customer import task and then you can create shop accounts for the necessary B2B customers, contacts, and sales agents in Sana.
When a B2B customer registers in the Sana webstore, the shop account is automatically created in Sana Admin. All shop accounts must be activated and approved. For more information, see B2B Customer Registration.
Shop accounts must be created only for those B2B customers that already exist in the ERP system. When B2C and B2B customers register online in the Sana webstore, shop accounts are automatically created for them in Sana Admin.
You can click the Add filter button and select the necessary filter options to find what you need. You can search for a shop account by name, e-mail address, and account ID and filter the shop accounts by the Activated and Approved statuses, account type, and account role. You can also sort the shop accounts by name, e-mail, account type, or ID, by the Activated and Approved statuses, last login date and last web order date.
If you use the Single sign-on authentication type, the customer's name shown in the Sana webstore after logging in is taken from the identity provider, not from the shop account details in Sana Admin.
When B2B customers register in the Sana webstore online, they need to be activated. You can select whether a B2B customer must be activated automatically, or a webstore administrator must activate a B2B customer manually. For more information, see B2B Customer Activation.
When customers register online in the Sana webstore, they enter their e-mail addresses. Sana Commerce Cloud sends a confirmation e-mail to the provided e-mail addresses. To complete the registration, customers must click on the link in the e-mail to confirm their e-mail address.
Sub-account - is able to place orders just like a regular customer. However, if the order exceeds the cost limit set for the sub-account in the webstore, the order should be approved. Depending on the rules set for the customer with the sub-account role, there might be a single or multiple levels of authorization.
Note that if the Can see prices option is disabled for a customer, then this customer will not be able to download sales reports from the webstore. The same applies in case you disable prices globally per customer type using the Price visibility option, then sales reports will not be available for these customers as well.
Step 5: After you have entered all shop account details and configured it, you must save it. You can simply save the shop account or save it and send the confirmation e-mail to the customer. You can also send the confirmation e-mail when you change the details of the existing shop account.
Click Save changes to save the shop account or click the split button and then click Save changes & send confirmation email to save the shop account and to send the confirmation e-mail to the customer. The New Shop Account By Shop Admin e-mail template is used to send a confirmation e-mail to a customer.
The confirmation e-mail will be sent to the e-mail address entered in the shop account details. Using the link in the confirmation e-mail, a customer can reset the default password generated by the webstore administrator and log in to the webstore.
Hi, is it possible to link more than 1 Instagram account to 1 shop on Shopify? I have put 3 product categories all in to one shop on Shopify, but they have individual Instagram accounts, which I need to connect to the shop so I can tag and sell product on Instagram. Is this possible? Thanks
Hey @Rosie12
Shopify allows you to connect one Instagram account to one Shopify store. This means that you can only link one Instagram account to your Shopify store to enable product tagging and selling on Instagram. Unfortunately, it is not possible to link multiple Instagram accounts to one shop on Shopify directly through their built-in features. Keep in mind that platform features and integrations may change over time, so I recommend checking Shopify's official documentation or contacting their support for the most up-to-date information regarding Instagram account linking and product tagging.
Customer accounts let your customers log in to view their orders, profile information, and saved addresses. When a customer logs in, the details stored in their account are auto-filled during checkout for a faster checkout experience.
There are two versions of customer accounts: classic and new customer accounts. Both classic and new customer accounts are available to you and can be used by your customers. You can choose which version of customer accounts to use in your online store. If you choose to use new customer accounts, then most links to classic customer accounts will automatically redirect to new customer accounts. Learn more about switching to new customer accounts.
You can now merge customer profiles. Thanks to your advocacy and feedback - you can merge customer profiles to ensure you have the most accurate view of your customers.
Identify duplicated customer profiles with the same name, phone number, email address, or another overlapping attribute then merge customers to make sure you maintain quality customer data.
To merge customer profiles:
Keep in mind, not every customer profile can be merged. There are some limitations for merging profiles that you can review in the Shopify Help Center.
We know this has taken time, and we appreciate your patience. We are excited to be launching this improvement for you today and look forward to hearing your feedback so we can keep improving your experience maintaining customer data in Shopify.
I completely understand your need for merging customer accounts. Often times, a store owner's need to merge accounts is due to a conflict with a very specific part of their business. So we completely empathize with your situation and need for this feature to be available.
With that said, it is not a feature that is offered at this time. The consolidation of customer accounts can pose problems specifically with the email address associated to the file as customers can easily change or lose access to their email address. This is something our development team continues to work on in hopes of finding a secure way to merge accounts.
For now, the only workaround I can see for you would be to utilize Customer tags to link accounts together. It might be worthwhile reaching out to the app developers for your rewards program to see if they can merge accounts based on tags on their end.
Holly Social Care @ Shopify
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This has been a concern of businesses for well over 5 years at this point and Shopify has yet to provide a solution. Seems like you should or else businesses are going to go with a more immersive technology.
We need this feature too. Couldn't your development team build it so that there is an option when merging customer accounts for the merchant to select which of the existing email addresses should be used on the resulting merged account?
We usually end up with duplicate accounts when clients create more than one when placing online orders especially over an extended period (ie years apart).
Tags aren't very helpful because we really need to be able to view our clients complete order history as easily as possible, not to mention that it doesn't help with sales data and rewards etc.
Why is this STILL an issue??? I started using Shopify in 2020 and was angry about this issue then. I have one customer who has made SIX accounts now, and it's screwing up the analytics for her. Tags will not fix this issue. Square from day one made it easy for me to consolidate customers, and they've been around for longer than Shopify. You need to fix this.
I agree with the other posters on this thread and other similar threads: This really needs to be resolved. We have many customers with 2, 3, or more accounts and the fact that we can't consolidate means they miss out on VIP Club benefits, and often causes confusion when they can't see some of their prior orders when they log in, etc. It's a mess and just continues to get worse.
Shopify developers: There are ways to resolve this, securely, and without causing customers to lose access. As implemented right now, customers are inconvenienced and store owners like me have to figure out inadequate workarounds. If accounts can be merged in apps, they can be merged in Shopify.
10 year Shopify user here. We've wanted this feature and asked for it since 2014. Yeah, it creates a mess. We didn't even realize how big the problem was until 34 of our top 250 all time VIP customer accounts turned out to be 8 actual people who each had 2 to 6 separate Shopify accounts on our website with different email addresses.
So no doubt there's a lot of people who have 2 to 6 accounts with smaller spends in each and they ought to be getting more rewards / VIP status / freebies / Klaviyo email followup deals and discounts...but our Shopify system can't recognize them because each individual account doesn't meet the minimum orders/spend threshold for that VIP customer tier.
That also results in the difficulty in finding information that may have been imparted only on one of 10 past orders-- using an email address different than the one a customer gives when they call in about a pending order...and can cause us to look disorganized, or even make a mistake like ship a ring using 2018's ring size when the customer notified us in 2021 that their ring size had actually changed. Merging those customer accounts would solve the problems solved by our team often not even realizing multiple customer accounts exist in a need-answer-now-customer-on-the-phone situation.
Shopify has helped provide our family a nice living. We have few complaints. The software is living and breathing and consistently being improved. That said, I've also been personally responsible for putting almost $50,000 in revenue into Shopify via merchant fees, membership and extras. I don't believe this is too much to ask, for Shopify to prioritize getting this done.
We all know repeat, high-spending customers make up a large percentage of any Shopify shop's annual revenue. Shopify ought to be doing everything possible to help Shopify merchants identify these people, form and improve relationships with these top customers and sell them more stuff (even if they have multiple email addresses).
Imagine logging in to Shopify and a card pops up that says "Please review these 14 customers that may be duplicate accounts, with a matching phone number, name, address or IP address. Merging customer accounts can be a best practice to identify and nurture relationships with top customers-- even when they may have transacted orders using different data at different times in their customer journey". THAT card showing up on our Shopify log-in screen would not be 'dismissed'. It is far more useful than some of the other new Shopify updates with log-in prompt cards we've seen recently. That prompt would be acted on immediately!
WORKAROUND for those using Klaviyo (which Shopify just invested $100M into if I'm reading the biz news correctly): Merging two profiles in Klaviyo is easy. You may be able to accomplish some of what you wanted to do in SHopify there instead. Some, anyway. We did.
Mr. and Mrs. CubicZirconia