Questions about CRM

How can I filter clients in CRM?

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 campaigns from a customer card?

Yes, if the customer has an email address, you can send campaigns directly from the customer's card. Sending a campaign 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 campaign channels. You can also use advanced editing to change the details of a client.

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