Access the Contact Preview
To access the Contact Preview
- Open the Contacts tab from your Dashboard.
- Select the name of your desired contact or customer.
- Preview and perform quick actions from the Contact Preview:
Customer contact preview vs. non-customer contact preview
The Contact Preview will provide different options depending on the type of contact you view. If you open the Contact Preview for a Customer you can perform more actions through the Contact Preview than you will find in the Contact Preview of a Non-Customer.
Customer contact preview
The Customer contact preview contains more information and quick actions compared to the Non-Customer contact preview as a result of their Customer status.The Customer contact preview allows you to:
- Edit the contact details
- Send a reset password email to your customer
- Add tag(s)
- Grant an Offer
- Manually change your customer’s password
- Add a note
- Hide the contact
- Delete the contact
- View the lifetime value of your customer
- Total Offers owned
- Total Products owned
- Last sign in date
- Number of total sign-ins
- Contact status
- Email Marketing status
- Date the contact was added to your site
- Opt-in status
- Any applicable tags
Non-customer contact preview
The Non-Customer contact preview allows you to perform the applicable quick actions to your non-customer contact and provides an efficient method of viewing important contact information. With the Non-Customer contact preview you can:- Edit the contact details
- Add tag(s)
- Grant an Offer
- Add a note
- Hide the contact
- Delete the contact
- View Total Offers the contact ever owned
- Contact status
- Email Marketing status
- Date the contact was added to your site
- Opt-in status
- Any applicable tags
Quick actions
With the Contact Preview you can perform quick actions:- Edit contact details
- Reset password
- Add a tag
- Grant an offer
- Change password
- Add a note
- Hide the contact
- Delete the contact