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Customers is the part of Engage that enables creating, editing, and deleting customer records. The main tasks you can handle in the Customers view are:

  • Add and delete a customer
  • Import and export a list of customers to/from the system
  • Look for a specific customer or customers by viewing, sorting, searching, and filtering the list of all customers stored in the system
  • Switch to Conversations to view the latest conversation with customer
  • Block or unblock the customer from sending any messages
  • Change if the customer is subscribed to newsletters
  • Segment customers into Target groups based on their properties for targeted communication
  • Add, modify, and delete additional properties for customers
Version history
Last update:
‎11-25-2022 03:05 AM
Updated by: