Customers

Tutorials and FAQs

CST Setup Quick Guide

Step-by-step instructions on setting up the customer service ticketing.

Implementing a members only area "wishlist"

Inserting the "add to favorites" links, customize the favorites login page.

Videos

Managing Secure Zone Subscribers
Managing e-Commerce Orders
Customers & Orders
Customers & Cases
Import Customer Records
Introduction to Web Forms
Managing Contact and Company Records

Other articles

Understanding CRM contacts
Managing customers & orders
Managing customers & cases
Managing customers & subscriptions
Manage customer sales opportunities
Add customer notes and reminders for site users
Overriding the double opt-In confirmation for campaign submissions
CST System in Detail
Setting up workflow notifications
Advanced contact options
How to use email campaigns to notify customers of secure zone access expiry
Working with customer reports
Troubleshooting imported contacts