The customer management settings allow you to view and edit all important information related to your customers: contact details, preferred language, associated locations, organizations, and custom fields.
How to access Customer Management
Click your name in the top-right corner.
Select Settings.
Scroll down to the Customer Management section.
You will then see the full list of customers who have already received at least one send.
Customers are created automatically when a sequence is sent to them.
Editing a customer
To edit a customer, click the pencil icon to the right of their name. A panel will open where you can update their information.
1. Basic Information
You can adjust:
Name
Email
Phone number
Language: Determines the language in which the customer will receive sequences (when available in multiple languages).
Organization: Allows you to group the customer under a specific organization (ex: company, group, internal account).
To learn more about organizations, read this article 👇
2. Locations
Select the locations (branches) associated with this customer.
This impacts reporting as well as access permissions for your internal teams.
3. Custom Fields
View and edit custom fields linked to the customer (e.g., Birth date, Customer code, Patient name).
These fields can be used in reports or inserted dynamically into your messages.
4. Save your changes
After updating the information, click Save changes.
If you have any questions, feel free to reach out to us via the chat.