Customers data management
Customers data management
By Stephanie and 1 other2 authors19 articles
- Attach a file to a contactYou can attach files to a contact's profile in a few easy steps.
- Delete a contactYou can delete customer profiles in a few easy steps.
- Export a contact's dataYou can export a contact's data 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.
- Create a new contact profile for a customerYou can create a new contact profile for a customer in a few easy steps.
- View a customer's hotel bookingsYou can see a customer Guestline bookings history, stay details, interactions, and segmentation data, all pulled from automatically.
- Hash customer profiles personal dataYou can maintain analytical data for a customer but remove personal data in a few easy steps.
- View a contact's details and bounce historyYou can see a contact's interaction history in their profile.
- View a contact's profile summaryThe contact profile summary contains all the information available for a single customer.
- View a contact's interactionsYou can view a contact's transactions, website tracking, bookings, visits, and other interactions 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.
- 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 upâtoâdate customer information, ensuring complete visibility.
- Update a customer's contact informationYou can edit a customer's contact information in their contact profile.
- View or resend communications to a contactYou can view communications you've sent to a client and resend them.
- Deduplication managementThe deduplication section helps you identify and merge duplicate contacts in your database to maintain clean and accurate data.
- View and edit a contact detailsThe profile details section in the customer's contact profile contains all the information available for a single customer.
- View customer contact profileOur Single Customer View module gives you the most upâtoâdate customer information, ensuring complete visibility.
- View the sales leads details in the contact profileInstances that license the Sales Lead Portal Module can see a contactâs lead information using the Sales Leads page in the customer's contact profile.