Create a Customer

To create, manage, or update Customer information, click the Customers page in your Corksy navigation menu. In this article we will review how to properly create a new customer. 

Creating a Customer

Upon adding your first Customer, the customer created will be added to the Customers page displaying the customer name, address, membership status

Steps:

1. Go to the Customers page in the Corksy navigation menu. 
2. Click + Create a Customer
3. Enter general customer information:
   • First and last name
   • Email
   • Phone number
4. Optional: Add secondary point of contact. 
   • For members who have chosen to have their Wine Club wines held for pick up, the secondary point of contact will be added as a pick up guest. 
5. If the customer has agreed to receive email & SMS marketing, check the Customer has agreed to receive email/SMS marketing box.
   • This will automatically add the customer to your email & SMS lifecycle marketing segments.
6. Input the customer's shipping address information.
7. Click save.