How to search for customers in Little Big Shop #

Want to narrow down a specific customer or group of customers?

Here’s a quick guide to help you find and manage your customers efficiently.

Click on the video below to see how to search your customers.

1. Navigate to the Search customers page

• From the admin dashboard, navigate to the left hand side and select ‘Customers’
• Select ‘Search customers’

2. In ‘Search customers’, you can enter the relevant fields & perform the search

• Search fields
  • First name: enter the first name of the customer you are looking for
  • Last name: enter the last name of the customer you are looking for
  • Email: enter the email address of the customer
  • Marketing preference: use the dropdown menu to filter customers based on their marketing preferences
  • Search: after filling in one or more fields, click the ‘Search’ button to display the search results
  • Clear: click the ‘Clear’ button to reset the search fields and start a new search

3. View your Customer’s profile

After you click ‘Search’, a table will appear with search results. To view and update your customer’s profile, click on the number in the ‘Customer ID’ column.

4. Export your search results

You can export your search results into an Excel (.xls) file by clicking the ‘Export search results’ button on the right-hand side of the ‘Search results’ table.

• The more specific your search criteria, the easier it will be to find the exact customer you are looking for
• There are no changes to save on this page, but make sure to update customer information as needed for accurate records

For more insights on your customers, check out the blog posts below:

• Target your audience: Customer archetypes and buyer personas
• How you can create repeat customers
• Boost your customer service