Customer Contact Management
You can add multiple email addresses, social media profiles, and phone numbers for customers by going to the customer profile and clicking on "Edit". You can also remove/edit email addresses from customer profiles if they’re no longer correct or have changed. Conversations that match all exis...
Customer Profile Page
The customer profile page is where we store intimate details about a particular customer. The centerpiece of any customer's profile is their conversation history. Depending on whether or not you have multiple email addresses, phone numbers, or social media profiles attached to the customer, we'll...
Customer Data Attributes
Customer data attributes are data points about your customer. The customer data attributes will be displayed under the first message of every conversation from a particular customer. Data attributes help your support team identify the customer and keep track of important characteristics about the...
You can use custom form fields to ask the customer to provide additional information before submitting their inquiry. These attributes will then be displayed within Reamaze conversations as data attributes associated with the customer.
You can also use custom form fields to insert hidden values ...
Adding a friendly name for a customer
You can add a friendly name for a given customer by clicking on the "Edit" link next to the name of the customer while in the profile screen. The friendly name is a name that the customer's friends might refer to him or her by. For example, William Clinton usually "goes-by" Bill Clinton.
Customer Quick Profile
You have access to a customer's profile on any conversation page. This quick profile allows you to open the customer's full profile by clicking on their name. The five most recent conversations are also available via the quick profile.
Exporting Re:amaze Customer Contacts
You may export all or a segment of your Re:amaze customer contacts in https://www.reamaze.com/admin/users or by going to the "Contacts" tab on your main dashboard.
To filter out a segment of customers, use the top filters to find a group or cohort of customers:
To export your customers, you m...
How to block a customer
You can block a customer's profile if you wish to block all future incoming conversations from that customer.
To block a customer:
Go to the customer's profile page from either the conversation view or the contact's tab.
Click on the "Block" link under the ACTIONS bar on the right hand rail.
Customer notes is a great tool to use in order to store valuable information about your customers. Alongside other pertinent data points, customer notes will also be displayed in each conversation to ensure this information is easily accessible to you. Customer notes are internal-facing only, so ...