Manually Adding Customers

Adding a New Customer

1. Navigate to the Customer Browser screen by clicking on the 'Customer' tab. The Customer Browser screen opens.
2. From the Customers dropdown, select Create Customer. The Customer Profile screen appears.

   
   

   
   
   

3. Enter the following information as available.
   Note: The customer record will not be added unless an email address or SMS number is included in the customer record information
   1. Salutation: The customer's salutation (e.g. 'Ms.', 'Mr.')
   2. First Name: The customer's first name
   3. Middle Name: The customer's middle name
   4. Last Name: The customer's last name
   5. Organization: The organization for the customer
   6. Email Address: The customer's email address
   7. Alt Customer ID: The alternate identifier for the customer, typically tied to a legacy or external system
   8. SMS Number: The customer's SMS number
   9. Address 1: The primary address line for the customer
   10. Address 2: The second address line for the customer
   11. City: The city for the customer's address
   12. State: The state for the customer's address (if applicable)
   13. Zip/Postal Code: The zip code or postal code for the customer's address
   14. Province: The province for the customer's address (if applicable)
   15. Country: The country for the customer's address
   16. Phone: The customer's phone number
   17. Fax: The customer's fax number
   18. Alternate Phone: The customer's alternate or secondary phone number
   19. Birth Date: The customer's date of birth
   20. Content Type: The customer's preferred content type: 'Short Text' (used for SMS messaging), 'HTML', 'Text' or 'Unknown' if the preference is not known
       Note: Connect sends Multi-Part Alternative content (MPA) to each customer with Unknown as the Content Type. When the customer opens the email, Tracker detects the content capabilities of the customer’s email client and updates the customer’s Content Type. For example, if the customer opens your message with an HTML-capable email client, Tracker updates the customer’s Content Type to HTML.
   21. Account Active: Activates or deactivates the customer record
4. Click the Save button. The customer record is added.