All customer record information is accessed and managed in the Customer Browser. Using the Customer Browser screen enables you to add new customers as well as search for and edit existing customer profiles. You are also able to add, modify or delete customer attributes that further describe the customer record and allow you to target customers for campaigns more accurately. The browser also allows you to view a history of the messages that have been sent to customers. If necessary, you can use the Customer Browser to manually subscribe or unsubscribe them from conversations.
The Customer Browser is typically used by Customer Service Representatives (CSRs) needing to update customer information. For example, a CSR can use the Customer Browser to fix misspelled names, change customer email addresses, or subscribe a customer to different conversations.
From the Customer Browser screen, you can do the following:
- Search for an existing customer
- Add a new customer.
- Import customers
Customer Browser Sub-Menu
- View the customer profile
- View and manage the conversations to which a customer is associated
- View and manage additional attributes and preferences for the customer
- View the message history for the customer (i.e. a list of the messages that have been sent to the customer)
