Contact Management
Manage your contacts
- Managing your Contacts
- Create and manage contact tags
- Customer Segments
- Merge two contacts together
- Manage your client's saved card on file
- Collect Additional Customer Information with Custom Data Fields
- Import your Contacts
- Download your Contacts
- TIP: Use Contact Segments & Automations to monitor Referrals for an Affiliate Program
- TIP: Create lists with tags to streamline your workflow