Creating and Editing Customer Profiles

The system brings you to the Customer Profile page from the Customer Search page when you select Add a new customer or launch a successful customer search. Users who are accessing the Customer Browser from Response will also be brought to the Customer Profile page when they enter the Connect system with a valid employee ID or e-mail address.

You'll use the Customer Profile page to define or update customer profile information, including names, birthdates, addresses, and contact information such as phone numbers and e-mail addresses.

Note: Connect does not validate the data you enter for a customer profile.

Customer ID is display only. The system assigns a Customer ID to each customer record you add. Enter the rest of the customer information in the fields provided.

If you access an existing customer record by entering an Alternate Customer ID on the Customer Search page, That Customer ID will appear on this page in the Alternate Customer ID field. If the record your working with is that of a Connect customer, you can use this field to assign an Alternate Customer ID. The Alternate Customer ID enables you to cross reference customers with whom you communicate through both Connect and Response™.

Content Type - The default is Unknown. Other content types are Text and HTML. If you know the message content type supported by the customer’s e-mail client, select it. Otherwise leave it as Unknown.

Note: Connect will send Multi-Part Alternative content (MPA) to each customer with Unknown as the Content Type. When the customer opens the e-mail, Tracker will detect the content capabilities of the customer’s e-mail client and update the customer’s Content Type. For example, if the customer opens your MPA message with an HTML-capable e-mail client, Tracker will update the customer’s Content Type to HTML.