Navigating Your CRM and Contacts Database

The Contacts dashboard serves as the central hub of your CRM, providing a complete directory of every customer enrolled in your loyalty program. This lesson covers how to customize your main database display view, manually create new contact cards, manage individual member profiles, and export filtered customer subsets.

Key Takeaways

• Customizing the Directory View: You can adjust the density of your main contact table by expanding the rows displayed per page (e.g., increasing the view to 50 or 100 rows). Clicking Edit columns allows you to rearrange the chronological sequence of your on-screen data (like moving avatars or names) using drag-and-drop grab handles, hide specific columns using the eye icon, or reveal parameters like the Last transaction date.

• Creating a Contact via Email: Clicking Add contact prompts you to enter a mandatory email address, which serves as the foundational unique identifier for every customer in your program. While you can build alternative unique tracking protocols later (such as assigning numeric strings, phone numbers, or license plates), a unique email is initially required to launch the profile card.

• Deep Profile Enrichment: Once a contact is generated, clicking All attributes opens a comprehensive entry screen. Here, you can input a customer's first name, last name, phone number, and physical address. Inputting a birth date automatically calculates and tracks the user's age, and you can map values for custom business fields (such as assigning a favorite menu dish).

• Navigating the Contact Side Menu: Opening an individual profile reveals a left-hand navigation where you can track every interaction that user has with your business:

  • Loyalty & Prepaid: Displays active point balances, aggregate purchase history, running points logs, and prepaid transaction states.

  • Activity & Form Submissions: Logs attribute modification histories and houses completed customer feedback or registration questionnaires.

  • Marketing, Campaigns & Automation: Displays an archive of one-off campaigns sent, active automation flows triggered, and copies of automated emails received.

  • Vouchers & Subscriptions: Houses active promotional voucher codes and allows staff to manually toggle marketing or Academy communication opt-ins.

  • System Flags: Tracks active list memberships, issued mobile wallet passes, alternative system identifiers, current loyalty tier levels, and referral milestones or import histories.

• Configuring Data Exports: To pull customer data offline, click Export from the main dashboard. The export wizard allows you to check exactly which variables you want to extract (such as email, account creation dates, or current credit balances). From there, you can customize the file name, define date notations, and choose to receive an automated email notification the moment your background data download is ready.

Dashboard Checklist

1. Navigate to CRM > Contacts from your dashboard homepage.

2. Click Edit columns to toggle column visibility and drag data metrics into your preferred viewing layout.

3. Click Add contact in the top right-hand corner, type in the user's unique primary email address, and click Create.

4. Access the new profile, click All attributes, populate their demographic data or custom values, and hit submit to lock in the updates.

5. Click through the left-hand profile tabs (Loyalty, Activity, Subscriptions, etc.) to audit real-time member statuses and historical transaction records.

6. Click the main Export utility button, select your target attribute data keys, name your file batch, and initialize the secure CSV download.