How do I setup and import my customer database
The premise of this system is that every feature is built on top of an integrated customer database. This means as your customers interact, enquire or buy from your website, they will automatically be added to this database. Overtime this database will grow and will contain every interaction for every customer. You can then use the built-in marketing tools to segment your customer database and promote your products and services to them.
If you have an existing customer database you may want to consider importing it into this system. Often business owners discover that this customer database becomes their main database as their online business grows.
In this overview video, you'll learn how customer records work in the system. You'll understand how to work with customer data, and how to create specific customer reports to segment your customer database.
In this video you'll learn about the importing features of this system. You'll understand how to setup your import file so you can easily and quickly import information specific to your company into this system.
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