The Customer Drawer is what we refer to for all parts of the Customer section of the Cinch App. When you open it, you will see a list of all of your customers, listed by the most recent updated customers. These customers will be listed by different fields, and searchable with a search bar function at the top right of your screen.
Your total number of Customers will be listed at the top of the drawer, and the search bar will tell you the total number of possible results for whatever you search for. Whenever the contents of the search are changed, the number of total customers will be changed to the search results that have been pursued. Now, after every search you will be able to change the view once again based on the fields.
Our normal base setting for the Customer drawer lists the base fields as First Name, Last Name, Email, Phone and Company Name. More than likely your customers won’t have some details filled out, but over time your metrics will be pulling that information for you!
You can sort customers by the information in ascending or descending order. Only one field can be used as a sorting mechanism at any given time, and when you select the fields to change this, it will return all of the data that is currently being searched as an ordered list based upon the selected field. Reordering the fields does not lose the search that you have already begun using, it only changes the view of the information. Only 30 customer records are displayed on our pages at a single time, and you can select further pages of information after that at the bottom, selecting from any of the listed buttons for page numbers.
To go back to listing your customers by most recent activity, just reload the page. Once you have begun sorting the information you will have to reload the page in order to view the original sorting methodology. So that’s all about how the information is presented to you. Let’s dig in to using that information.
If a customer has an email but no phone number, they won’t be targeted for SMS or MMS campaigns. The software we use filters out customer IDs that lack the proper information to be able to interact with the marketing strategy. More importantly, if a customer uses a landline, or a phone line that has for some reason been disconnected our software can interpret that and prevent messages from being sent to them. A customer will have a status assigned to them if they for some reason do not receive emails sent to them or phone messages cannot be delivered. This status can be cleared or changed through any messages you choose to send, so don’t worry about this being a permanent customer you cannot reach out to. If their information changes and the phone number or email is updated, our statuses are also updated.
These kinds of details can be viewed directly by selecting a single customer entity. It doesn’t matter what field you any part of a single customer will pull open a page from the right side of the screen containing details about them. This can only be used to view a single customer at any given time. But once within that detailed page, you will have a few options to look through to better understand your customers.