Customer Settings

To set up your customer custom fields and marketing campaigns you will need to access your customer settings. After you log in to your account you will need to go to:

1. Click on Settings

2. Customers





Custom Fields

Customer Custom fields can be used to store additional customer information via question and answer fields. They're also great for collecting unique information about customers to help you track more relevant and personalized data for each customer. Furthermore the custom fields can be grouped into distinct sections.

You can add customer custom fields by clicking the "+". 

A new window will open up asking you to enter the display name, the group it is under, input type, order, and the description of the custom field. Keep in mind that the Settings Group should be created first. Only then you will be able to add it to the Custom Field.

Order field is for you to set the hierarchy of which Custom Field gets displayed first, which gets displayed second and which gets displayed the last.

Once you enter all of that information in and click create, the custom field will now be created. 

Custom Field Groups

Enter the name of the group and order number it will appear in.



Once you enter all of that information in and click save, the custom field group will now be created. 

Marketing Categories

Enter the marketing category name 



Once you enter all of that information in and click save, the marketing category will now be created. 

Marketing Campaign

Enter the name of the campaign, select the category, cost, start date, end date, and mark if it is active or not:



Once you enter all of that information in and click save, the marketing campaign will now be created. 

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2 Comments

  • 0
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    Sagar Jain

    We have to tie a form of my client (saksmetering) to work order. So I can tie a form to workorder using API.

  • 0
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    Sagar Jain

    We have to tie a form of my client (saksmetering) to work order. So How can I tie a form to workorder using API ? Please help me.

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