Customer Profiles & Data Attributes
The customer profile page is where critical customer details are stored. A customer's profile is their conversation history. Re:amaze will display all historical conversations with a customer, but this depends on whether or not you have multiple email addresses, phone numbers, or social media pro...
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
What is a customer Friendly Name?
Re:amaze allows you to add a Friendly Name to a customer's profile. Friendly names can be used as variables, which will make response templates feel more personal for your customers when you use them.
To add a friendly name, navigate to "Contacts" and select th...
Exporting Re:amaze Customer Contacts
Re:amaze allows you to export all of your contacts as a CSV file.
To export your contacts, click on the "Contacts" tab in the right-hand navigation menu. If you don't want to export all of your contacts, you can use filters to create a segment of contacts. Just click on the "Filter Contacts" but...
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 gear icon located in their Customer Profile
From the dropdown...
What are Customer Notes?
Customer Notes is a great tool that helps you store valuable information about your customers. Your 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 you don't ne...