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Tips, advice and news for merchants using Gmail

What's New In September 2018

Customer Tags

Shopify lets you set tags on customers, which is a way to describe your customers. To quote the Shopify documentation:

"Using tags can help you organize your customer profile list. You can use tags to label your customers with categories or descriptive terms. For example, if you have wholesale customers, then you can tag those customers as wholesale."

In the past, Merchant Mail would show you existing tags for a customer but you had to go into Shopify admin to change or set tags for a customer.

Now you can sets tags when creating or editing a Shopify customer using the Merchant Mail Gmail add-on.

Customer Addresses

Each Shopify customer can have multiple addresses associated with them. There's a default address and Shopify also stores the last 10 addresses that a customer has entered.

In the past, Merchant Mail would show you the default address for a customer, but you had to go into Shopify admin to change the default address or see and change any of the other customer addresses.

Now you can change the default address and see and change any of the other customer addresses using the Merchant Mail Gmail add-on.

Learn more about managing customer addresses.

Activation Emails

By default, Shopify stores allow anonymous checkouts but they can be configured with optional or required customer accounts. Required customers accounts are often seen in wholesale and similar businesses.

If you use customer accounts, you may wish to send account invite emails (also known as account activation emails) when you create a new customer.

Now you can send account invite emails when you create customers using the Merchant Mail Gmail add-on. It's an option that needs to be enabled manually since there's no way for us to know whether your store requires customer accounts. See the "learn more" link below to learn how.

Learn more about customer account invites.

What's new In August 2018

Don't miss these updates and new features from August 2018.

We're now Merchant Mail

A big company with expensive lawyers forced us to change our name, so we're now called Merchant Mail. You may still see the occasional reference to the old name (Conversant) but everything will be updated soon.

Shopify Admin Links

Have you ever been looking at a customer in Shopify and wanted to pull up all the emails you've exchanged with that customer?

In the past, you had to open Gmail and search for the customer by email, being careful not to typo the email address. It wasn't the hardest thing to do but it also is a little tedious and time consuming.

Well now we've made it easier than ever. Just open the Actions when looking at a customer in Shopify admin and click on View Gmail Messages.

Order Line Item Properties

Shopify lets you collect custom information for products using line item properties. This can be really handy since it allows you to set arbitrary data for a line item, anything at all that is specific to your business. To quote the Shopify documentation:

"Line item properties are custom form fields that you can add to the product page, allowing customers to make choices or add information about a product."

Now you can see line item properties directly in the Merchant Mail Gmail add-on. When looking at an order in Merchant Mail, just click on one of the line items and you'll see all of its properties.

Note: this feature is only available for paid accounts and free trials.

That's it for this month. Have another idea on how we can save you time? Just let us know!