Customer Details: Settings

Customer Account Settings provides options on how a customer wishes to be communicated with

Stephen Turik avatar
Written by Stephen Turik
Updated over a week ago

Account Contact: Sales Associate/Account Manager

If you wish to keep track of which one of your users added a customer, or if you have a list of important customers who are given account managers, you may choose from the drop down menu the user to assign to the customer.

Account Contact: Referred By

If you have a referral rewards program you are able to choose from a list of your current customers to from the drop down menu to be as assigned as the referrer to that customers information.

The referrer will then automatically be part of the referrer grouping which can be selected when creating custom campaigns.

Contact Preference: Transactional Communication

When your customer makes a purchase from your store, you have the ability to customize how they would like to be updated about that purchase. They have a choice of any combination of the following: Email, Phone, or SMS (Text Message).

The same option will be given for any marketing materials you send out to your customers.

It is possible to choose no form of communication for your customer, but this is unrecommended.

Contact Preference: Cookie Preferences

Cookie preferences are the types of cookies that users have enabled or disabled on a particular website or browser. Within a customers Contact Preferences a user will be able to manage which of the following cookies are Accepted or Rejected:

  • Functional Cookies: allow websites to remember the user’s site preferences and choices they make on the site including username, region, and language

  • Analytic Cookies: These are used to track website visitors and their user behaviour. This data is then used to improve the way the website works and in turn, used to improve user experience

  • Targeting/Advertising Cookies: These Cookies collect user information and use it to build a profile of users' interests and then show personalized ads for that specific user.

A user will not have the ability to Accept or Reject Strictly Necessary/Required Cookies. This is because Strictly necessary cookies are classified as cookies that must be present for the website to provide the basic functions of the website. They are essential to be able to access features of the website and could include signing in and adding items to a cart.

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