What can you do with it?
Keep customer names, contact information, notes and tags in a shared directory. Track email and SMS communication consent separately and inspect the source and time of changes. Search the directory to find the records relevant to your work.
How to get started
- Add customer contact details and necessary business notes.
- Group records with tags and record consent and its source accurately.
- Use search and filters, and archive outdated records.
Example uses
- Tag customers interested in different workshop topics.
- Filter active contacts with email consent before preparing a campaign.
Scope and requirements
Create, edit and archive actions depend on user permissions. Recording SMS consent does not provide an SMS sending service. A directory entry is not marketing permission; campaigns have separate access and sending conditions.
Check plans and current pricingQuestions about this feature
Are email and SMS consent separate?
Yes. Each channel has its own consent status, with source and time recorded in the history.
Can I group customers?
Use tags, status and channel consent filters, or search names and contact details.
