Contacts

Contacts are the customers who have accepted marketing and have shared their contact information, typically valid verified email addresses and phone no. They form the subscriber base for email campaigns. Contacts are stored and can be segmented based on various criteria for targeted communication. Effective contact management involves maintaining accurate information and engaging with contacts to build strong relationships.

Create a Contact

Generally all the store customers who satisfy the eligibility criteria of Accepting Marketing, Active Customer, Verified Email get listed on the Contacts.

To Create a Contact,

1. In the Email Marketing menu select the Contacts sub-menu.

2. Then click on Add Contact.

   

3. In the General Information Tab, enter the Name, Email ID, Contact Number.

4. Select Tags from the Drop Down list.

5. If the customer is a Wholesale customer, check the box and enter the required details.

6. In the Additional Information section, enter the Customer Code, Date of Birth, Add Any Notes, and Select the Gender.
7. In the Permission section, enable Accept Manual Order if orders are to be placed by the admin on behalf of the customers.
8. The Accept Marketing toggle will remain enabled on a default basis. You can choose to accept email marketing and customers can receive updates on our latest products, promotions, and exclusive offers by enabling or disabling it.
9. Enable the Loyalty toggle to allow admin access to loyalty customer history and modify loyalty points for specific customers. When this feature is enabled, the count of loyal customers will be displayed in the loyalty reports.

10. Agree to the Terms & Conditions, then click Next.

    

11. In the Residential Information Tab, enter the address, choose the Type of Address, and click on Add to enter more addresses, Click Save.

    

View and Manage Contact Details/Edit/Delete/View History

The admin can search for a customer’s details by entering the Customer’s Name, or Phone Number in the Search bar.

1. In the Email Marketing menu, select the Contacts sub menu.

2. It shows customers who have accepted marketing and have a valid verified email listed as contacts here.

3. Enter the Customer Name or Phone No in the Search bar to search for particular contact details. Click on the search button.

4. The contact list can be filtered by Tags and Type. Tags include all the created tags. Type includes Customer and Wholesale Customer.

   

5. In the contacts list there is a set action that can be performed like Edit Contact, Inactive (to deactivate contact), and View Contact History.

6. Click on the Edit Contact icon to update the general information and residential information of the contact. You can also View and Adjust the loyalty points of the contact.

7. Clicking on the Inactive icon makes a contact deactivated for the store and will remove it from the email marketing campaign. They are listed in the store admin customers page inactive tab.

8. Click on the View Contact History icon to view the login details of the contact.

   

9. Click on the More Option icon to View Orders, Reset Password and Remove Contact.

   

10. Click on the View Orders option to view all the orders placed by that specific contact.

    

11. Clicking on Reset Password will send a mail consisting of a Reset password link to reset their password.

12. Click on the Remove Contact to delete the contact from the Store and Email Marketing permanently.

13. You can export contacts using two options
    • Export all the data in the current page
    • Export all the data

14. To remove tags bulkly for the contacts, click on Filter, select the Tags to be removed and click on Apply. All the contact which are associated with the tags are listed up,

15. You can either select All Contacts or Individual Ones and click on the Remove Tag button and all the selected contacts will be removed and disassociated from the filtered tag.

    

16. To add tags in bulk for the contact, click on Filter, select the No Tag type and click on Apply. All the contacts which has zero tags associated with it are listed up.

17. You can either select all contacts or individual ones and then click on the Add Tag button. Now select single or multiple tags and click on Save. And the selected tags will get mapped to the contacts selection done by you.

    

    

18. If you wish to unsubscribe the contacts, choose the contacts and click on the Unsubscribe button and all the selected contacts will be unsubscribed and removed from the Email Marketing Contacts list successfully.

    

19. Yet these contacts would remain store customers and can be found in the Customers list with the Accept Marketing option deactivated.