Customers – Magento Manual

Managing Customer Accounts

<div class="prose prose-hyva max-w-none">View and edit customer data, create an account on behalf of a customer, or block one.You'll find every customer account under Customers > All Customers as a searchable, filterable table. Clicking an entry opens the detail view with several tabs: <ul> <li>Customer View: core data such as name, email, customer group, store view, sign-up date.</li> <li>Account Information: the edit mode for name, email, customer group and tax/VAT ID.</li> <li>Orders: every order from this customer at a glance.</li> <li>Addresses: saved shipping and billing addresses, including the default address.</li> <li>Product Reviews, Wish List, Newsletter: further customer activity.</li> <li>Product in Cart and Wish List: products currently sitting in the cart or saved – helpful for cart-abandonment follow-up.</li> </ul> <h3>Creating an account on the customer's behalf</h3> Use Add New Customer to create an account yourself, e.g. for a customer who ordered by phone or email. The password field can be left empty – Magento then automatically sends the customer an email to set their password. <img loading="lazy" src="{{media url=wysiwyg/handbuch/1kapitel/accountinformations5kategorie.png}}" alt="AddNewCustomer" /> <h3>Blocking an account</h3> Magento doesn't ship a simple "block" toggle for individual customer accounts by default. In practice there are two workable approaches: assign the account to a dedicated, restrictive customer group (see the next chapter), or use a small extension/custom development that technically implements a login ban. Simply deleting the account is also possible, but irrevocably removes its link to existing orders in the customer area (the orders themselves remain as guest history). <h3>Bulk actions in the customer grid</h3> In the table under Customers > All Customers you can select multiple customers via checkbox and edit them together using the Actions dropdown: Assign a Customer Group (change the group for all selected accounts at once), Subscribe/Unsubscribe (set newsletter status) and Delete Customers. The Export button at the top right lets you download the (filtered) table as CSV or XML. <h3>Logging in as a customer</h3> For support cases, Magento includes the Login as Customer feature. Enable it under Stores > Configuration > Customers > Login as Customer (set Enable Login as Customer to Yes). Once active, a button appears on a customer's detail page that lets you, as an administrator, log into the storefront directly as that customer – handy for reproducing a reported checkout issue exactly from the customer's perspective, without knowing their password. <img loading="lazy" src="{{media url=wysiwyg/handbuch/1kapitel/loginascustomer5kategorie.png}}" alt="LoginasCustomer" /> <h3>Resetting passwords and security options</h3> The customer detail page offers a Reset Password button at the top right – the customer then receives an email with a link to set a new password. The surrounding rules are configured under Stores > Configuration > Customers > Customer Configuration, section Password Options: among others Forgot Email Template (the email template used), Password Reset Protection Type, plus Max Number of Password Reset Requests and Min Time Between Password Reset Requests to protect the forgot-password function from abuse. <img loading="lazy" src="{{media url=wysiwyg/handbuch/1kapitel/passwordoption5kategorie.png}}" alt="Passwort" /> <h3>Seeing who's online right now</h3> Under Customers > Now Online Magento shows a list of currently active visitors and logged-in customers, including IP address and the last page visited. Practical tip: this list is useful during a live support call to quickly check whether the calling customer is actually logged into the shop right now and which page they're on.</div>

Customer Groups

<div class="prose prose-hyva max-w-none">What customer groups are good for and how to use them to map different prices or tax classes.You'll find customer groups under Customers > Customer Groups. By default Magento ships with four groups: NOT LOGGED IN (guests without an account), General (regular registered customers), Wholesale and Retailer (prepared for B2B scenarios, with no special terms by default until you configure them). <img loading="lazy" src="{{media url=wysiwyg/handbuch/1kapitel/costumergroup5kategorie.png}}" alt="Groups" /> <h3>What customer groups are used for</h3> <ul> <li>Different pricing: cart and catalog price rules (see the Marketing chapter) can be targeted specifically at certain customer groups, e.g. discounts only for wholesale customers.</li> <li>Tax class: each customer group is linked to its own tax class – relevant e.g. for B2B customers who should see net prices instead of gross prices.</li> <li>Visibility: combined with extensions, content or entire product areas can be restricted to specific groups (e.g. an exclusive product area only for wholesale customers).</li> <li>Automatic assignment by VAT ID: with EU VAT ID validation enabled, Magento can automatically move customers with a valid, verified VAT ID into a different group (e.g. for B2B reverse-charge tax handling).</li> </ul> <h3>Creating a new group</h3> Use Add New Customer Group to create a new group – essentially just a name (Group Name) and an assigned Tax Class. A customer group's actual "effect" only comes from other configuration that references it (price rules, tax class rules, and possibly extensions). <img loading="lazy" src="{{media url=wysiwyg/handbuch/1kapitel/groupinformations5kategorie.png}}" alt="Eineneue Gruppeanlegen" /> <h3>Default group for new sign-ups</h3> Whether and which group new customers get automatically assigned to on registration is configured under Stores > Configuration > Customers > Customer Configuration > Create New Account Options, field Default Group. <h3>Changing an existing account's customer group</h3> You change a single customer's group in the Account Information tab of the customer detail page via the Group field. For several customers at once, use the Assign a Customer Group bulk action in the customer grid instead (see the previous chapter) – handy when, say, a batch of existing customers should be moved into a wholesale group after the fact. <h3>Tiered pricing by customer group (Tier Price)</h3> Besides cart and catalog price rules, group-dependent pricing can also be set directly on the product: on the product form, the Advanced Pricing link opens a dialog with the Tier Price table. There, each row lets you combine a Customer Group, a minimum quantity (Quantity) and a price or discount – e.g. "10% off from 10 units, wholesale group only". A Website selector is also available if the catalog price scope is set to website rather than global. <h3>Protected default groups</h3> The two groups NOT LOGGED IN (ID 0) and General (ID 1) are system groups and can't be deleted through the admin UI – Magento returns an error if you try. Wholesale and Retailer, on the other hand, are regular groups you can rename or remove if needed, as long as no price rule or other configuration still references them.</div>

Customer Segmentation

How to split customers into segments based on purchase behavior or location to target them more precisely.

While customer groups are a fixed, manually assigned classification, segmentation goes a step further: customers are automatically sorted into dynamic groups based on criteria like order history, total spend, location, newsletter status, or recently viewed products – groups that update themselves with every new order.

What this looks like in practice

Magento Open Source (Community Edition, as used on this project) has no native segmentation feature – extensions or external marketing tools are typically used for this instead.
Adobe Commerce (Enterprise) includes "Customer Segments" as a native feature under Customers > Customer Segments, directly combinable with cart price rules and email campaigns – e.g. automatically offering 10% off to customers who haven't ordered in 90 days.
A simple starting point with no extra software: use the reports under Reports > Customers (e.g. "Order Total" or "Order Count", see the "Customer Reports" chapter) to manually identify target groups, then export those for e.g. a targeted newsletter campaign.

Typical segmentation criteria

Even without a native segment feature, it's worth keeping the following questions in mind – usually answerable manually via reports or a connected CRM/email tool: who hasn't ordered in the last X days (re-engagement)? Who has the highest total spend (VIP outreach)? Who signed up for the newsletter but never ordered (first-purchase incentive)? Who regularly reorders the same product (reorder reminder)?

For most small and mid-size stores, a combination of customer groups (for fixed pricing/tax logic) plus an external email marketing tool with its own, usually far more comfortable segmentation is the most practical approach, rather than switching to Adobe Commerce.

Custom customer attributes as a filter criterion

Under Stores > Attributes > Customer you can create your own customer attributes (e.g. "Industry" or "Customer Type" as a dropdown). If you enable the Add to Customer Grid option when creating it, the attribute appears as an additional, filterable and sortable column in Customers > All Customers – a simple way to narrow down customers by your own criteria even without a native segmentation feature.

Advanced filtering and export in the customer grid

The Filters button in the customer grid lets you narrow down by, among others, customer group, country, ZIP code, website (in multi-website setups), and sign-up date (Signed Up From/Signed Up To). Export the filtered result via the Export button as CSV or XML – the resulting list can be imported straight into an external email marketing or CRM tool for finer segmentation there.

Newsletter subscribers as a simple segment

Under Customers > Newsletter Subscribers you'll find a separate list of all newsletter subscribers with a status (Subscribed, Unsubscribed, Not Active), independent of whether a customer account also exists. Practical tip: this list is already a simple, immediately usable "interested but not necessarily a customer yet" segment, and makes a good starting point for first-purchase campaigns.