Brandboom

Manage buyers, customer records, addresses, and customer workflows.

Customers

Learn what the Customers page does, how customer codes and sub-codes work, how to save buyer profiles, and how to associate customers with orders for better filtering and activity tracking.

Overview of the Customers Page

Learn how to manually create a customer record from the Customers page, open a new customer card, enter the required details, and save the record.

Create a Customer Manually

Save customer details from an order into your Brandboom Customers List by opening the order, using Choose a Customer, matching an existing customer, or creating a new prefilled record.

Save Customer Information from an Order to Your Customers List

Core customer and buyer management basics.

Customer Basics

Learn how to add or edit customer cards for an existing customer, use sub-codes, and manage multiple billing, shipping, or buyer contact records.

Add or Edit Addresses for an Existing Customer

Manage customer records, addresses, and related details.

Customer Records & Addresses

Learn how to use customer tags to organize buyers, automatically apply tags to new orders, show tags on the Orders page, and filter orders or reports by selected tags.

Use Customer Tags to Organize Buyers and Orders

Remove a follower from your Brandboom visitors page by filtering for followers, using the remove action in the followers column, and noting that this is different from blocking a buyer.

Remove a Buyer as a Follower

Learn how to associate an order with a saved customer, review suggested matches, choose which customer fields to overwrite, and understand Team Customers versus Brand Customers.

Associate an Order with an Existing Customer

Learn how to report a buyer from an order, choose a reporting reason, add comments for Brandboom Support, and understand the available buyer report categories.

Report a Buyer to Support

Manage buyers, followers, and buyer-related workflows.

Buyer Management

Learn how to start a chat with buyers from the Customers page after they visit your shared presentation, and understand when Visitor Chat is available for share links, trade shows,…

Chat with Visitors from the Customers Page

The Inbox tab shows your buyer conversations alongside each buyer’s Brandboom profile, including profile details, account codes, presentation history, spending, and pending or completed orders.

Use the Inbox Tab to Chat with Buyers

Use this customizable sample buyer letter and workflow to introduce Brandboom, explain how ordering works, and guide buyers from opening a line sheet link through placing an order.

Sample Intro Letter for Buyers New to

Customer communication, inbox, and chat workflows.

Customer Communication

Learn how to import and export customers in bulk with Excel templates, upload customer spreadsheets, handle multiple shipping addresses, and download customer exports from Brandboom.

Import or Export Customers in Bulk

Customer Syncing

Developers

Find answers and get help from Intercom Support and Community Experts

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