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Guided

Edit a customer and manage their tags

Steps to follow

  1. 1On the "Customers" page, click the row of the customer to edit to open its detail panel.
  2. 2In the form, update the "Name", "Email", "Phone" or "Notes" fields as needed.
  3. 3Turn "Marketing consent" on or off to adjust their enrollment in your campaigns.
  4. 4In the "Tags" field, type a tag then confirm to add it, or pick one from the suggestions.
  5. 5Remove an existing tag by clicking the cross shown on its badge.
  6. 6Click "Save" to apply your changes.