Customer View – Other Updates

Other Updates Deactivating a Customer Once a customer is deactivated, s/he may not be reactivated. Deactivation is used very rarely and it’s usually for when a customer requests to be removed completely or when you know it is a duplicate record with no active products. If a deactivated customer needs to be reactivated, the only…

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Customer View – Gift Subscription Management

Gift Subscription Management A gift subscription includes a donor and a gift recipient. The donor does not need to subscribe to the product while the gift recipient receives the product subscription which is paid by the donor. To setup a gift subscription, 1) create the donor as a customer (if s/he doesn’t already exist) and…

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Customer View – Group Subscription Management

Group Subscription Management A group subscription provides access to a set number of authorized members, and allows a group administrator to manage the list of members. To manage group subscriptions, a group has to be set up in settings. There are two types of group that can be set up namely Admin Earns all and…

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Customer View – Subscription Management

Products Table If the customer has any product subscriptions (past or current), they will be listed in the Products table. This is where you can view the subscriptions details, review served issues history and add a new product subscription for the customer. To navigate to the Product section. In the main Product table, we list…

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Customer View – Searching Adding & Updating Customers

Searching for Customers Select the Brand to look up the customer in. Select what way you are wanting to look the customer up.  You can quickly search for any customer by entering the information in the search box. All search fields are optional Basic search fields include: Customer ID: A unique ID assigned by Omeda to…

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Customer View – Overview

What is Customer View? Customer View is the application where you can easily search for customers to review and update his/her contact information, magazine and email subscriptions and order history, behaviors, demographics, and email permissions (opt-in/out). To access Customer View, click the Menu tab and select Audience Search. Enter the Brand that you wish to…

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