The Customer Profile page appears when you click Commands > Create Customer or choose Actions > Edit to edit the customer profile in the search results. Response users with a valid employee ID or e-mail address can see customer profles as well.
Note: Connect does not validate the data you enter for a customer profile.
Create New Customer Profile
Follow these directions to add a new customer.
- From the Customer Browser, click Commands > Add Customer. The Customer Profile screen appears.
- Complete as many fields as possible for the customer.
- From the Content Type drop-down list, select how the customer wants
to receive information. Options include:
- Short Text (This is usually an SMS message.)
- HTML
- Text
- Click the Save button. The customer is added to the database.
Note: Connect sends Multi-Part Alternative content (MPA) to each customer with Unknown as the
Content Type. When the customer opens the e-mail, Tracker detects the
content capabilities of the customer’s e-mail client and updates the customer’s
Content Type. For example, if the customer opens your message with an
HTML-capable e-mail client, Tracker will update the customer’s Content Type to
HTML.
Edit Customer Profile
To edit a customer profile, you must perform a search to find the customer you want to
edit. Follow these instructions to edit the customer information.
- From the Customer Browser, search for the customer with the information you want to edit.
- In the list of search results, click Actions > Edit for the customer you want to edit. The Customer Profile screen appears with the fields populated.
- Make your changes.
- Click the Save button to save your changes.