Customers

In this section of the guide, you will become familiar with the customer account menu, and learn to manage customer accounts according to adding, deleting and modifying data. You will also learn how to create customer account that can be referenced in customer levels and segments.

Customers menu

• Introduction
• All customers
• Referred customers

Customers account creation

• Creating Customer account from admin panel
• Import Customers list
• XML file structure
• Updating Customer’s account
• Deactivate a Customer’s account
• Anonymize a Customer’s account
• Delete a Customer’s account
• Level assigned manually mechanism

Customer Profile details

• Customer profile & activity details

Customers Accounts

• Customer account activation
• Customer sign in
• Customer account