People Details

To edit the details of the customer's Profile:

1. From the "Actions" menu, select "Edit Profile." The "Edit Profile" pop-up window is displayed.

2. Select one of the following tabs:

• Basic Information: General demographic for the customer, such as name, birthday, etc.

• Membership Summary: Details of the customer's sign-up or enrollment.

• Business Units: If your account is configured with Business Units, this tab displays Business Unit-specific information. Please note that you must select a Business Unit (and not "All Business Units") from the drop-down menu in the top-right corner of the screen for this tab to be enabled. 

• Communication Preferences: Flags used to indicate if this customer is eligible to be contact in different channels.

• Address: The customer's postal address.

• Other Details: Additional demographic attributes.

• Comments: Notes related to this customer.

3. Make the necessary changes to the customer's Profile.

4. Click save.

Preferences are a special type of People Attribute that support multiple values in a single field. Preferences are typically used to capture interests, likes, or other types of demographic information from customers. To edit a customer's Preferences:

1. From the "Actions" menu, select "Edit Preferences." The "Edit Preferences" pop-up window is displayed and populated with all of the Preference-type Attributes defined in your EDP database.

2. Make the necessary changes to the customer's Preference options.

3. Click save.

To manually adjust the customer's point metric balance:

1. From the "Actions" menu, select "Adjust Metrics." The "Adjust Metrics" pop-up window is displayed.

2. From the "Adjustment Type" drop-down menu, select either "Add" or "Deduct."

3. From the "Metric Type" drop-down menu, select the desired point metric.

4. In the "Amount" field, enter the amount of the adjustment.

5. In the "Reason" field, enter an explanation for the point adjustment. The Reason will be displayed as the activity record's label on the Activities tab.

6. In the "Internal Notes" field, enter any additional notes about this point adjustment. These Notes will be displays within the activity record's comments on the Activities tab.

7. Optionally, from the "Location" drop-down menu, select a Place.

8. Click save. 

To manually create a new customer Activity record:

1. From the "Actions" menu, select "Add Activity." The "New Activity" pop-up window is displayed.

2. The "Activity Time" field is automatically populated with the current date and time. Optionally enter a different date and time in this field.

3. From the "Time Zone" drop-down menu, select the time zone.

4. From the "Activity Type" drop-down menu, select an Activity Type. The attributes associated with this Activity Type are displayed.

5. Using the Form toggle button, select a data entry method for filling in the Activity attributes:

• Structured (default): Display the attributes as a series of text fields and drop-down menus. Enter or select the desired values for this new Activity record.

• Raw: Display the attributes as JSON code. Modify the JSON code in order to provide the desired values for this new activity record.

6. Click create.