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Providing online customer service · Shopify Help Center

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For the current version, visit https://help.shopify.com/en/manual/customers/customer-service. </div> <p>It's important to provide good customer service, whether you're selling in person or online. When you offer good customer service, your customers are more likely to be happy after interacting with you, your products, and your services.</p><p><a id="choosing-customer-service-strategies"></a></p> <h2 id="choosing-customer-service-strategies">Choosing customer service strategies</h2> <p>Finding out what makes customers happy is a key part of running a store. There are many factors to consider, but one of the most important ones is the market niche where your store fits. For example, when you're selling relatively inexpensive, generic products, your customers have different service expectations than they would if they were buying expensive, custom items. Learn more about <a href="https://web.archive.org/web/20211025095329/https://www.shopify.com/blog/paper-wallet-product-market-fit?utm_source=help-center">product market fit</a> from the Shopify blog.</p><p>To help you to decide which strategies to focus on, try to learn as much as you can about who your customers are and what types of service they expect. It can take time to understand your customers' specific needs, but you can still use common customer service strategies to build relationships with your customers online. Some examples of customer service strategies to try are:</p> <ul> <li>Providing clear return and shipping policies that you are prepared to uphold. </li> <li>Giving your customers a way to contact you to ask questions about products and orders. </li> <li>Adding a page with frequently asked questions, product information, or information about your business to your online store. </li> <li>Updating your customers about new products using an email newsletter. </li> <li>Letting your customers tell you (and others) what they think of your products and service. </li> <li>Rewarding loyal customers. </li> <li>Helping your customers when they have a problem with your store. </li> </ul> <p><a id="providing-customers-with-your-store-policies"></a></p> <h2 id="providing-customers-with-your-store-policies">Providing customers with your store policies</h2> <p>By setting expectations about shipping, returns, and any other store policies, you can help your customers to make decisions about buying your products. When policies are available, your customers can shop with confidence.</p><p>You can <a href="/web/20211025095329/https://help.shopify.com/manual/sell-online/checkout-settings/refund-privacy-tos">add your store policies</a> in Shopify, and then <a href="/web/20211025095329/https://help.shopify.com/manual/sell-online/online-store/menus-and-links/editing-menus#add-a-menu-item">add links to store policies from your online store menus</a>. Your store policies also appear in links from your Shopify checkout.</p><p><a id="talking-to-customers"></a></p> <h2 id="talking-to-customers">Talking to customers</h2> <p>When you set up ways for your customers to contact you, they might ask questions about your products, your policies, and their orders. You can <a href="/web/20211025095329/https://help.shopify.com/en/manual/intro-to-shopify/initial-setup/setup-your-store#add-about-us-and-contact-us-information-pages-to-your-store">provide contact information on a webpage</a> including phone numbers, email addresses, and mailing addresses, or <a href="/web/20211025095329/https://help.shopify.com/manual/online-store/os/using-themes/change-the-layout/add-contact-form">add a contact form to your online store</a>. You can also set up chat or messaging services for your online store, including the <a href="/web/20211025095329/https://help.shopify.com/manual/sell-online/facebook-messenger">Messenger sales channel</a> or <a href="/web/20211025095329/https://help.shopify.com/en/manual/inbox/online-store-chat">Shopify Inbox</a>.</p><p><a id="adding-a-page-to-your-online-store"></a></p> <h2 id="adding-a-page-to-your-online-store">Adding a page to your online store</h2> <p>If you're often asked similar questions by customers or if you want to give customers more information about your business, then you might want to <a href="/web/20211025095329/https://help.shopify.com/manual/sell-online/online-store/pages">add a page to your online store</a>. You can add pages to share anything that you want your customers to know, but here are a few common examples:</p> <ul> <li><p>a list of frequently asked questions - if you're often asked similar questions, then adding a page that answers them can save time for you and for your customers. For example, customers might want to know whether the fabric used in products meets their ethical standards.</p></li> <li><p>an About Us page - adding an About Us page gives you a chance to highlight what makes your products and business special, and it can help customers to feel more connected to your products. For example, a store that sells fair trade coffee might add a page telling customers about the source of the beans.</p></li> <li><p>information about your products - for example, customers who are shopping for clothing might need a sizing chart that lists the typical measurements for each size. You can add a page that describes size information, or you might be able to <a href="https://web.archive.org/web/20211025095329/https://help.shopify.com/manual/online-store/themes/os/customize/add-size-chart">add a size chart</a> to product pages, depending on your theme.</p></li> </ul> <p><a id="creating-orders-for-customers"></a></p> <h2 id="creating-orders-for-customers">Creating orders for customers</h2> <p>You can create orders for your customers with pre-filled customer information. This saves you time when you create an order for an existing customer, such as when you take an order over the phone. If you want to create an order for a customer, then they need to have an existing <a href="/web/20211025095329/https://help.shopify.com/en/manual/customers/manage-customers">customer profile</a>.</p><p><a id="create-a-new-order"></a></p> <h3 id="create-a-new-order">Create a new order</h3> <h4 id="steps">Steps:</h4> <ol> <li>From your Shopify admin, go to <strong>Customers</strong>, and then select the customer. </li> <li>Click <strong>Create an order</strong>. </li> <li>Add products to the order, and customize the order: </li> </ol> <ul> <li>Apply discounts. </li> <li>Turn taxes on or off. </li> <li>Add tags or a note. </li> </ul> <ol> <li>Review the order, make sure that the information is accurate, and then do one of the following actions: <ul> <li> <a href="/web/20211025095329/https://help.shopify.com/en/manual/orders/create-orders#email-invoice">Send an invoice</a> to the customer. By default, the invoice contains a link to a checkout that your customer can use to pay for the order. </li> <li> <a href="/web/20211025095329/https://help.shopify.com/en/manual/orders/create-orders#accept-payment">Accept payment</a> from the customer. </li> <li>Save the order as a draft so that you can update it later from the <a href="//web.archive.org/web/20211025095329/https://www.shopify.com/admin/draft_orders"><strong>Drafts</strong></a> page. </li> </ul> </li> </ol> <h2 id="sending-email-newsletters-to-customers">Sending email newsletters to customers</h2> <p>Sending email newsletters is a good way to let your customers know what's new with your business. In many countries, you need the permission of customers to send them emails, even after they buy something from your store. You can let customers sign up for emails from your store by <a href="/web/20211025095329/https://help.shopify.com/manual/promoting-marketing/create-marketing/customer-emails">showing an option to accept emails</a> during checkout. Learn more about the <a href="/web/20211025095329/https://help.shopify.com/manual/your-account/GDPR">General Data Protection Regulation (GDPR)</a> and how it applies to your customer data.</p><p>Make sure that the content of your email newsletters is relevant to your customers. Customers are more likely to open emails when the information inside is consistently valuable to them. If customers don't enjoy your emails, then they'll probably unsubscribe. You can also reward email newsletter subscribers with early access to products, discount codes, and other promotions. Learn more about <a href="https://web.archive.org/web/20211025095329/https://www.shopify.com/blog/topics/email-marketing?utm_source=help-center">email marketing</a> from the Shopify Blog.</p><p>You can use an app to create and send email newsletters, as well as to track customer engagement with what you send. To find an email marketing app, visit the <a href="//web.archive.org/web/20211025095329/https://apps.shopify.com/collections/top-email-apps">Shopify App Store</a>.</p><p><a id="encouraging-customer-engagement-with-your-store"></a></p> <h2 id="encouraging-customer-engagement-with-your-store">Encouraging customer engagement with your store</h2> <p>You can encourage customers to write about your products and your business by using product reviews, comments on your blog, and social media posts. Customers who are happy with your products are often willing to say so publicly. It's possible that customers will even connect with one another through your online store and build a community, particularly when your store has a social media presence. However, make sure that you're prepared for negative reviews and posts as well, and decide in advance how you plan to respond.</p><p>Learn more about <a href="/web/20211025095329/https://help.shopify.com/manual/apps/apps-by-shopify/product-reviews">adding product reviews to Shopify</a>, <a href="/web/20211025095329/https://help.shopify.com/manual/sell-online/online-store/blogs/managing-comments#allow-or-disable-comments-on-a-blog">allowing comments on your Shopify blog</a>, or <a href="/web/20211025095329/https://help.shopify.com/en/manual/promoting-marketing/create-marketing/social-media-marketing">posting to social media</a>.</p><p><a id="setting-up-customer-rewards"></a></p> <h2 id="setting-up-customer-rewards">Setting up customer rewards</h2> <p>You can choose to reward customers who order often from your store, or who spend above a certain amount of money. For example, you might <a href="/web/20211025095329/https://help.shopify.com/en/manual/products/gift-card-products/issue-gift-card">issue a gift card</a> to a customer, or <a href="/web/20211025095329/https://help.shopify.com/manual/promoting-marketing/discount-codes/discounts-faq#can-i-send-discount-codes-to-a-select-group-of-customers">send a customer a discount code</a>. You can also use an app to <a href="https://web.archive.org/web/20211025095329/https://apps.shopify.com/search?q=rewards">set up customer rewards and loyalty programs</a>.</p><p>You can find customers that meet your reward criteria by using sorting your customer list in Shopify.</p><p><a id="sort-your-customer-list-to-view-customers-with-the-most-orders"></a></p> <h3 id="sort-your-customer-list-to-view-customers-with-the-most-orders">Sort your customer list to view customers with the most orders</h3> <ol> <li><p>From your Shopify admin, click <strong>Customers</strong>.</p></li> <li><p>From the <strong>Customers</strong> page, click the drop-down menu next to <strong>Sort by</strong>, and then select <strong>Most orders</strong>.</p></li> </ol> <p><a id="sort-your-customer-list-to-view-customers-have-spent-the-most"></a></p> <h3 id="sort-your-customer-list-to-view-customers-who-have-spent-the-most">Sort your customer list to view customers who have spent the most</h3> <ol> <li><p>From your Shopify admin, click <strong>Customers</strong>.</p></li> <li><p>From the <strong>Customers</strong> page, click the drop-down menu next to <strong>Sort by</strong>, and then select <strong>Most spent</strong>.</p></li> </ol> <p><a id="helping-customers-resolve-problems-with-your-store"></a></p> <h2 id="helping-customers-resolve-problems-with-your-store">Helping customers resolve problems with your store</h2> <p>Sometimes, in spite of your best efforts, customers are unhappy with your products or your service. When orders don't arrive on time, products are damaged during shipment, or customers are dissatisfied with your products, you have an opportunity to help your customers resolve the problem. If you can do this quickly and with empathy, then you can turn a negative store experience into a positive one, and encourage your customers to shop with you again.</p><p>When you tell customers that you're sorry for the problem and show empathy, you can often defuse the situation. If the problem happened because of something that was out of your control, like when products are damaged during shipment, then you can still express your sympathy about the situation.</p><p>When a customer contacts you with a problem, there are a few things that you can do to try and find a solution:</p> <ul> <li>When a problem has a simple solution, like a refund request that meets the conditions of your store policies, you can offer the solution quickly. </li> <li>When a customer problem is more complicated, you can talk with the customer about the impact of the problem and listen to what they say about how you can help them resolve the problem. In some cases, you can even offer the solution that they talk about. </li> <li>When a customer problem doesn't have a clear solution or there's nothing that you can do to directly resolve it, you can still apologize about the situation. You might be able to offer something to the customer as a way of showing them that you care about their buying experience, like a gift card, a discount code, or free shipping. </li> <li>Some customers might appreciate talking to you more directly about the issue as a way of preventing it from happening to another customer. For example, if a customer lets you know that a shipping provider has caused the problem, then you can consider changing your store's shipping settings to help avoid similar problems in the future. </li> </ul> <p>It can be discouraging to hear that there's been a problem with a customer's experience, but it's worth trying to solve it. Sometimes the right solution earns the trust of that customer, and sometimes the solution prevents future customers from having problems. Supporting customers who have a problem is also one way of <a href="/web/20211025095329/https://help.shopify.com/en/manual/payments/chargebacks/preventing-chargebacks">preventing chargebacks</a>.</p> <aside class="note note-growth"> <h4>Grow your business</h4> <p>To learn more, refer to <a href="//web.archive.org/web/20211025095329/https://www.shopify.com/blog/customer-service?utm_source=help-center"><em>What is good customer service?</em></a> on the Shopify Blog.</p> </aside> <p><a id="shopify-ping"></a></p> <h2 id="shopify-inbox">Shopify Inbox</h2> <p>Shopify Inbox is a free iOS and Android app that you can use to manage messages from your customers. Visitors to your online store can send messages to your business using messaging channels like online store chat, Facebook Messenger, or Apple Business Chat. You can use Shopify Inbox to read and respond to your messages from your mobile device.</p><p>Staff can assign themselves, or <a href="/web/20211025095329/https://help.shopify.com/en/manual/inbox/conversations#assign-a-conversation-to-staff">be assigned to, conversations in Shopify Inbox</a> to stay organized while managing multiple customer conversations.</p> </article> <div id="Feedback" data-gid="15112903-663f-4698-8697-f55ce345ff96"></div> </section></div></div> <section class="section background-light color-gray-90 section--tight generic-cta text-center"> <h4 class="inline-cta__heading">Ready to start selling with Shopify?</h4> <a class="marketing-button inline-cta__button" href="https://web.archive.org/web/20211025095329/https://www.shopify.com/">Try it free</a> </section> </main> <footer class="footer--main" role="contentinfo"><h2 class="visuallyhidden">More resources</h2> <div class="footer-top"> <div class="grid"> <div class="grid__item"> <nav class="footer-nav"> <ul 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