Questions about Profiles

How can I filter clients in Profiles?

Filtering options in CRM

In the Synerise GUI, you can filter clients by events (1) or client attributes (2). You can also use manual filtering (3).

Can I send messages from a customer card?

Yes, if the customer has an email address, you can send messages directly from the customer’s card. Sending a message to a customer

What details can I add on the customer card?

In the customer card, you can add tags and change marketing consents to individual communication channels. You can also use advanced editing to change the details of a client.

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