Other Updates Deactivating a Customer Once a customer is deactivated, s/he may not be reactivated. Deactivation is used very rarely and it’s usually for when a customer requests to be removed completely or when you know it is a duplicate record with no active products. If a deactivated customer needs to be reactivated, the only […]
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Gift Subscription Management A gift subscription includes a donor and a gift recipient. The donor does not need to subscribe to the product while the gift recipient receives the product subscription which is paid by the donor. To setup a gift subscription, 1) create the donor as a customer (if s/he doesn’t already exist) and
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Group Subscription Management A group subscription provides access to a set number of authorized members, and allows a group administrator to manage the list of members. To manage group subscriptions, a group has to be set up in settings. There are two types of group that can be set up namely Admin Earns all and
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Products Table If the customer has any product subscriptions (past or current), they will be listed in the Products table. This is where you can view the subscriptions details, review served issues history and add a new product subscription for the customer. To navigate to the Product section. In the main Product table, we list
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Searching for Customers The search results show the customers that match your search criteria. To select the one you want to review, click on that customer record. All information of the selected customer will be displayed in the Customer Information Screen. You can sort the search results by any column heading, up to 5000 records.
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What is Audience Search? Audience Search (formerly called Customer View) is the application where you can easily search for customers to review and update his/her contact information, magazine and email subscriptions and order history, behaviors, demographics, and email permissions (opt-in/out). To access Audience Search, click the Menu tab and select Audience Search under the Management
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