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Jun 25, 2025 09:35 PM
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customer management
squarespace
customer accounts
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AI summary
Manage customer interactions on Squarespace by utilizing the Contacts panel for organization, enabling customer accounts for faster checkouts, and using internal tags for personalized service. Export customer data as CSV for analysis, and note that detailed information is available only on current subscription plans.
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Customer Management in Squarespace
Learn how to manage customer interactions effectively on Squarespace.
TL;DR: Key Points
- Customer contacts are automatically created after checkout
- Manage, sort, and organise customers using the Contacts panel
- Enable customer accounts for quick and secure checkouts
- Internal notes and tags help organise customer data
- Export customer data via CSV for external use
- View detailed customer information depending on your subscription plan
Introduction to Customer Management
Managing your customers well is essential for running a smooth business and keeping customers happy on Squarespace. The platform gives you a centralised Contacts panel where you can access key customer details like order history, email addresses, and total spending.
You can organise customers using various filters and categories, making the whole customer management process straightforward and easy to understand.
Setting Up Customer Accounts
When you enable customer accounts, Squarespace lets customers save their payment methods, shipping addresses, and more. This makes checkout much faster. It's particularly useful for encouraging repeat customers, as it simplifies their buying process and stores their information securely for future purchases.
Customers who create an account will have a tick mark in the Accounts column, showing their active status. This helps you quickly identify and manage account holders.
Practical Tips for Managing Customers
Organising Customers
Use internal tags and notes to categorise customers and add observations. This improves searchability and helps personalise customer service. Tags could be anything from 'Frequent Buyer' to 'Needs Follow-up', and you can create up to 250 unique tags.
Tags are internal only (customers can't see them), but they're incredibly useful for segmenting customers and targeting marketing efforts like email campaigns.
Using the Contacts Panel
Go to the Contacts panel to view your customers organised under Lists & Segments. Here, you can sort customers by their last order date, total spending, and other criteria. The filtering options let you manage customer relationships at scale, providing a solid tool for customer engagement and retention.
Viewing and Exporting Data
Click on any customer to access their detailed profile, including spending patterns and order history. For comprehensive data analysis or external record-keeping, export your customer data as a CSV file, which captures a wide range of information.
Subscriptions and Legacy Plans
Some features, like viewing detailed customer information, are only available on current Squarespace Commerce plans. If you're on a legacy plan, you'll need to upgrade to access enhanced customer management tools. This ensures you get the latest features Squarespace offers for optimal operation and service customisation.
Pixelhaze Tip: Regularly updating customer tags and notes helps personalise customer service and keeps your customer data well-organised. Make it a habit to revise these tags when new information becomes available or customer preferences change.
FAQs
Can customers create accounts on my site?
Yes, by enabling customer accounts, your clients can create personal accounts at checkout or through a Sign In link. This lets them manage their saved data and track orders.
Can I add customer contacts manually?
Currently, you can't add new customer contacts manually. They're created automatically when an order is placed with an email address. However, clients can still set up accounts without making a purchase by visiting the Sign In link.
Why do I have duplicate customer records?
Duplicate customer records happen when different email addresses are used for separate orders. Merging these contacts isn't currently supported.
Why is there no shipping address for some customers?
If the latest transaction involves a digital or service-based product, a shipping address may not be collected, which explains why it's missing from some customer profiles.
Can I view customer details on any plan?
No, viewing detailed customer information is limited to current plans like Basic, Core, Plus, Advanced, and Commerce tiers.
Jargon Buster
Customer Accounts: Allows clients to save their payment methods, shipping details, and other purchase information for faster future checkouts.
Internal Tags: Markers used for organising customers within your database. Not visible to customers but essential for effective segmentation and targeting.
Internal Notes: Additional details or observations about a client, used internally for better service and customer handling. Not visible to customers.
CSV Export: A feature that lets you download your customers' data in Comma-Separated Values format, useful for analysis or record-keeping outside Squarespace.
Legacy Plan: Older subscription plans offered by Squarespace, typically lacking some features present in newer versions of the platform.
Wrap-up
Squarespace offers solid tools for comprehensive customer management. By understanding and using these features effectively, you can strengthen your customer relationships and streamline administrative tasks, ensuring smoother operations and improved customer satisfaction.