Get started with Customers

Customers offers you a straight-forward customer management solution where you can add and group customers, collect data from contact forms, and quickly generate a report with a full overview of all the data you have collected on individual customers.

Within the Editor, each customer has a unique profile page where you can always edit their contact information, add notes, manage their access to password protected content, and more.


Steps to use Customers

Walk through the steps below to successfully understand how to make full use of the Customers feature. Click the links to view detailed guides.

  1. Create a new customer and understand from where on your website customers can be added to your database.
  2. Segment your customers into specific groups.
  3. Collect and manage form data.
  4. Generate a user data report with a detailed overview of data collected about individual customers.
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