How To Manage Customers’ Information With Shopify?

Customers’ information is one of the most important data for businesses to make use of. It is like a doubled-edge sword. On the one hand, it helps to improve the service or products. On the other hand, this type of data can harm the business’s reputation if not managed properly, as it can be stolen from hackers. Are you operating an eCommerce business on the Shopify platform? This article will provide some of the steps needed in Shopify POS customer management.

Shopify POS Customer Management

Create a complete data form

Businesses often have data forms popping up while customers are scrolling through websites. This strategy can be effective, but there are a few things you can do right away to avoid spooking your client (and some things to avoid at all costs).

To begin, you must demonstrate that you are trustworthy. It’s easy enough to do; simply explain why you need their information. The form should also be annotated with a short description of what will be done with the customer’s details.

Secondly, don’t ask for more details than necessary. You’ve already stated what you require and why; asking for more information would just add to the “friction.” It’s essential to remove all fear and confusion from the situation.

Finally, there should be some kind of incentive to motivate customers to fill in the form, although it is optional. While most rewards are implicit, you should remind your customers that they are giving up their time, effort, and knowledge for a reason. The incentive can be a chance to win something, a voucher, or anything depending on your will.


Secure customer data

The next thing you should do with Shopify POS customer management is to secure customer data. Shopify has been responsive to user queries and has provided basic information about their security setup. The Shopify Platform and Network are PCI compatible, which is the first thing to remember.

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In addition, all major credit and payment card companies (e.g., American Express, Discover, JBC, MasterCard, and Visa) have created the Payment Card Industry Data Protection Standard (PCI DSS). This enables businesses to adopt an everyday collection of security measures to deter fraud.

This suggests that, since credit card companies are often held liable for credit card fraud, they have a vested interest in assisting in protecting financial records. Therefore, it can be beneficial to work with those companies to better protect your customer data.

Shopify POS customer management - security

Backup your data

To ensure the protection of your business-critical data, having a backup for your Shopify store is a suggested practice. It’s similar to having an eCommerce insurance policy for your company. There’s nothing worse than deleting something and then finding it’s gone for good.

You might be saying to yourself, “But wait.” “Doesn’t Shopify back up my store?”, you may wonder. The answer is No. Shopify backs up the entire network, but it cannot recover individual account records. Shopify has a Shared Responsibility Model, which means securing data is a shared responsibility between Shopify and its users. Therefore, Shopify users, like many other SaaS applications, are responsible for protecting their account-level data.

Create personalized data

We live in a world where customers are bombarded with goods and services the moment they mention or consider using them. We see how well the advertisements are targeted to customers’ needs and how well eCommerce stores recommend goods to us. ECommerce personalization is one of the must-have tactics for Shopify stores looking to increase conversions. By offering personalization on your Shopify store, you can entice customers to shop with you again. A personalized experience can benefit a lot from your customer data.

Integrate a POS system

With 81% of shoppers doing online research before making a purchase, it’s highly likely that the shopper communicated with the online store in some way before visiting a physical place. Customer loyalty can increase dramatically as store sales associates can recognize the shopper’s desires based on their online activity.

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The POS systems can help you to link your website’s online operation and customer data with your point-of-sale system. The integration acts as a helpful shopping assistant, allowing you to view your customers’ browsing and purchasing history and how they add products to their Wishlist. This can assist them better in the physical shopping experience.


Having proper Shopify POS customer management is the key to make the most use of consumer data. We hope that the information above can help you to deal with such valuable data in the best way possible.

ConnectPOS is a point-of-sale system that runs on Shopify. Contact us if you have questions about Shopify customer management or our POS systems.

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