Address Book & Contacts
- All contacts you add to your address book have immediate access to your collections.
- Please comply with GDPR regulations by ensuring all contacts are verified and permissioned; any misuse may lead to temporary suspension of your account.
Adding Contacts
Buyers and Prospects: Adding a customer or prospect to your address book does not automatically send an invitation. You have two options to invite them:
- Individual Invitation: Send a magic link that enables auto-login and directs them to the page of your choice, like your public page, a product detail page, or a list of your lines.
- Massive Invitations: For bulk invitations, use the Email Campaign feature to reach multiple contacts simultaneously.
Assigning a Sales Manager: When you assign a sales manager to a contact, that sales manager will automatically receive all email updates for future orders and messages associated with that buyer.
Managing Contacts
Removing Contacts: If you need to remove a buyer from your address book, simply click on "Actions" and then select "Delete."
Importing Contacts: You can import a list of contacts into the address book to streamline setup. For details, refer to our article on importing contacts.
Key Benefits
Boost Engagement: Adding more buyers and prospects to your address book can help drive traffic and engagement with your collections. An active address book is essential for generating interest and orders.
Start Orders and Send Messages Directly: The address book allows you to seamlessly manage your buyers by quickly starting orders or sending messages directly from each contact’s profile.
Contact History Tracking: You can access a complete history of interactions for each contact in your address book. Simply click on a buyer to view their order history, messages, and other relevant activities.
Easy Contact Management: Keep your contact information up-to-date. You can edit most details for any contact, helping you maintain accurate records. However, if an email address needs to be updated, please contact our support team for assistance, as email addresses can’t be changed directly within the platform.
Privacy and Access Control
Roles and Permissions: Only users with the appropriate role (a specific set of permissions) can view and access your address book.
- For more information on managing roles, see our article on Users and Roles.
- For more information on managing roles, see our article on Users and Roles.
Confidentiality Assurance: Your address book is private and only visible to you.
- Brands and Distributors: Your agents do not have access to your address book.
- Agents: Brands or distributors you work with do not have access to your address book.
Your address book is solely yours, and the platform guarantees its confidentiality.
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