posted on February 27, 2003 12:38:06 PM
Hi. I'm new today to Customer Manager with my functional vendio email. I just had a customer say she clicked a link to sign up and was asked for a confirmation code she didn't know anything about and wanted to know if she was signed up. Are separate emails being sent to the people with their codes like for a credit card site email confirmation? As it turns out, I have added her to my customer list but I don't see her on the mailing list and the "opt in" box above her name is checked "no". Are the customers given the ability to "opt in" or input their addresses and personal data when they sign up?
Could you please explain a bit more about the "opt in" feature, what it means and how to manage that box?
If I just want to send a simple email without creating a response template, how do I do it--would it work to erase everything in the text box on the right and just type whatever I want without the greeting and signature and hit send?
Also, how do the contact/email list link and sign up choices integrate, if at all, with the similar mailing list opt in for the stores. I have a customer registered in my store list but it does not seem to have imported into Customer Manager when I did the initial Import.
Lastly, your several responses to customveils on importing customer data were not clear to me. Is there no way to import customer addresses into the database except manually? Or is that just for situations where the WBN have not gone out yet? Thanks.
- customer clicks on the "Join My MailList" link in the email
- the link sends the customer to a page where they are prompted to enter their email address
- after the customer enters their email address and hits "Join", they will be sent an email with a confirmation code
- they must return to the site and enter the confirmation code to join your mail list
Now, until the customer enters the confirmation code, the "opted-in" field in CM will say "no". Also, this mechanism is the only way a customer can become opted-in. The confirmation email contains a link to follow if the customer wants to be removed from the list in the future.
The management of the "opt-in" field is fully automatic (via the subscribe/unsubscribe pages) and cannot be manually altered.
Response Templates: Yes, if you clear everything in the textbox, type in a message, and hit send, that will work. The Responses and Response Templates are there to help you respond quickly to frequently asked questions and to categorize your outbound messages for future reference.
Contact Lists: Currently, the two lists function separately. As you noted, when you do an Import, CM will copy all the customers that exist on the list at that moment. If a customer is added to one of the lists after the Import, it will not be copied to the other list.
Customer Import: Customers are automatically imported into CM when a listing closes with a winning bidder. However, since at that moment only the customer's email address is known, the new customer is created only with the email field populated.
Thank you and please let me know if you have any other questions.
posted on February 27, 2003 03:15:17 PM
Thanks Dong!
Really helps, and a very class act for the email sign ups. My customer had no idea of what confirmation codes were or how they worked, but she was really impressed with the security of it all. ---perhaps a line about them getting a separpate email could be added in the explanation on that page if it is not there already so they know where to go look for it if it isn't already there.
I now understand why only the email imports from the WBN, but the customer does have to go through checkout eventually(if we use it) where they do fill out the information--is there any way to import that without typing everything from scratch--even a sophisticated kind of cut and paste?
If not, please enter a plea to engineering or product design to move that up on the needs list as well as ability to import the CM data into our own databases. Otherwise everytime a customer buys something, every time they go through checkout once I have to go through "checkout" twice--once for CM and once for my own database.
Thanks again.
