Contacts and Customers
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Customer Profiles and Data Attributes
The customer profile page is where critical customer details are stored. It displays a customer's full conversation history, their avatar if available, and any email addresses, phone numbers, or social media profiles attached to their account. -
Custom fields are form fields you can add to customer-facing forms to collect additional information before a customer submits their inquiry. The details they provide become data attributes visible in your conversations.
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Re:amaze allows you to add a friendly name to a customer's profile. Friendly names can be used as variables in response templates and autoresponders, making automated messages feel more personal.
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Re:amaze allows you to export all of your contacts as a CSV file. To begin, select the Contacts tab in the left-hand navigation menu. If you want to export only a specific segment of contacts, select Filter Contacts at the top of the page. A dropdown will appear with customer attributes you ca...
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You can block a customer's profile if you wish to block all future incoming conversations from that customer. Block a customer Go to the customer's profile page from either the conversation view or the contact's tab. Click on the gear icon located in their Customer Profile From the dropdown men...
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Customer Notes allow you to store important information about a customer directly on their profile. Notes are displayed in each conversation for easy reference and are only visible to staff members, not customers.