Account Manager How-tos
Account Manager How-tos
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Importing and exporting membership data
FromYou can update the members manually on the back end in 2 ways; through the site tree or the accounts manager.
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Importing and exporting account profile data
FromExporting and importing data is an easy way to update your records with external accounts or members.
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Adding extended profile criteria
FromWith the new customer relationship management module you are also able to formulate unique profile criteria that you wish to be requested from your members during the registration process.
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Email campaign search criteria
FromWith the new customer relationship management module you can create new mailing lists based on previous email campaign customer activity.
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Ecommerce search criteria
FromWith the new customer relationship management module you can create new mailing lists based on your customers purchase history that is recorded by the account management system.
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Basic search criteria
FromBeaconbee content management systems have built in account profile criteria consisting of; email address, first name, last name, account creation dates and active status.
