How-to
To access your Customers page, click on the home page
to access the visitor’s page.
How the Customers Page Works
Your Customers page works like a personal address book. It allows you to:
Manually save buyer information for easy retrieval and association with Orders.
See all the buyers who have visited your page and save them for future reference.
When Orders are associated with your saved Customers, you can filter your Orders more reliably and get basic statistics about Customer activity. Without this, your Orders will not be linked, even if they share the same contact information.
NOTE: The Customers List cannot be used as a mailing list. It also does not automatically save information from Orders.
Customers Page Basics
Click on any buyer to view their profile on Brandboom.
You’ll also be able to see conversations with the buyer, including chat messages and presentation viewing history.
Customer Code
To edit customer information:
Go to the “codes” tab under the customer profile.
Click on the “pencil” button.
NOTE: Each Customer is identified by its Customer Code.
Sub-Code (Multiple Customer Cards)
If a Customer requires multiple entries, you can create a separate Customer Card for each set of contact information you’d like to associate with the same Customer. Here are some common uses for additional Cards:
Billing Address vs. Shipping Address(es)
Multiple Shipping Addresses or Retail Locations
Different Buyer Reps from the same Company
They can all share the same Customer Code but have different Sub-Codes (e.g., “001”, “LA”, “Dallas”) to differentiate them. For more information, see Add or Edit Addresses to an Existing Customer.
Create a Customer
Customers can be created in three ways:
Associate Orders with Customers
A Customer must be manually applied or tagged to an Order to associate the Order with the Customer. Even if the Buyer information (Name, Email, Address) listed on the Order matches a Customer you have saved, it will not be selected automatically. For more information, see “Associate an Order with a Customer.”