Customer Contact Records

Location: Contact Management/Contacts

Overview: In this module we cover Customer Contact  Records and the importance of the Customer Member Group:

• What is a Customer Type Contact?
• The importance of the Customers Member Group
• Who needs the Customers Member Group?

What is a Customer Type Contact?

Simply put a Customer Type Contact is a Contact Record that has the Customers Member Group assigned to it. However, the Customer Type Contact is far from simple in its applications as your website’s Customers Contacts are in fact the heart and soul of your Contacts Database.

The importance of the Customers Member Group

The Customers Member group is actually very important to how your users can access your website.

The Customers Member Group setting is keyed into our entire Sign In system to allow your website user to access the Sign In function of your website.

Although your online customers who go through your website shopping cart do automatically receive this Member Group setting upon check out, there are other very important types of website users that will also need to have this Member Group.

Who needs the Customers Member Group?

Website Users who will need the Customers Member Group include:

• Returning Customers
• Event Registrants
• Students Enrolled in Online Classes
• Members of dedicated Custom Member Groups who for instance, have been granted permission to view certain secured pages on your website
• Your Account Administrators will also need to have the Customer Member Group

So basically anyone who will need to be able to Sign In to your website for any reason will require the Customer Member Group assigned to their Contact Record.

So as you can see, these types of Contacts are more than just your Customers who have purchased something. These types of Contacts have interacted and will likely continue to interact with your website in a variety of ways depending on your web business and website set up.

Click Next to proceed to the next contact type overview or you may jump ahead to a specific topic by visiting the Course Content page for a linked Index.

Related Topics

• General Contacts vs Customer Contact Records Overview
• Prospects Type Contacts and Forms
• Sign In Accounts
• Administrator Type Contact Records

Common Questions

• How to import Contacts?
• What is the importance of the Customer Member Group?
• How to import Customers and Invite to Create New Sign In Account Access

Popular Contact Management Topics

• Getting Started - Importing Contacts
• Creating Lists in Contacts
• Find and Edit Contact Information
• Custom Contact Fields
• Sales Force Management via Contact View