Customers data management
Customers data management
By Stephanie and 1 other2 authors20 articles
- Search for a specific customerIn Acteol CRM, you can search for a specific customer and have a direct route to their complete profile. You can instantly pull up and view a customerās history, bookings,ā¦
- Create a new contact profile for a customerYou can create a new contact profile for a customer in a few easy steps.
- View customer contact profileOur Single Customer View module gives you the most upātoādate customer information, ensuring complete visibility.
- Update a customer's contact informationYou can edit a customer's contact information in their contact profile.
- View a contact's details and bounce historyYou can see a contact's interaction history in their profile.
- Attach a file to a contactYou can attach files to a contact's profile in a few easy steps.
- View a contact's interactionsYou can view a contact's transactions, website tracking, bookings, visits, and other interactions in a few easy steps.
- Merge contactsIf you have two profiles for the same contact, you can merge the profiles into a single contact profile.
- Export your customers dataYou can export your customers data from your Acteol SE in easy steps.
- Hash customer profiles personal dataYou can maintain analytical data for a customer but remove personal data in a few easy steps.
- View contacts that you can target with marketing communicationsYou can see all your customers according to their opt in and availability status.
- View or resend communications to a contactYou can view communications you've sent to a client and resend them.
- Export a contact's dataYou can export a contact's data in a few easy steps.
- Review a customer's responses for a surveyYou can view a contact's surveys on the customer profile, to help you review their specific responses.
- View a contact's profile summaryThe contact profile summary contains all the information available for a single customer.
- View a customer's obtained vouchers historyYou can view the vouchers a customer previously obtained on their contact profile.
- Delete a contactYou can delete customer profiles in a few easy steps.
- View your transactions dataYou can view your transactions data, if provided by the relevant third party, and create customers segments based on the desired transactions information.
- Update the opt in status of a customerYou can update the opt in status of a customer if they request that from you or your DPO.
- Verify if a customer's email can be removed from the hard bounce listYou can verify if a customer's email can be removed from the hard bounces list and remove the hard bounce if possible.