Whilst most customers will populate from an Integration, you can also manually add individual customers to your database for easy tracking, engagement, and insight generation. Follow the steps below to add a new customer via the Customers section.
1. Navigate to the Customers Section
From the left-hand menu, click on Customers to view your full customer list. You will see all current customer profiles along with key engagement metrics like Frequency, Total Spend, and Last Visit.
2. Click “+ Add customer”
In the top right of the customer list view, click the + Add customer button. This will open the customer creation dialog.
3. Fill in Customer Details
In the popup modal:
First Name: Enter the customer's first name.
Email: Enter the customer’s email address.
(Optional but recommended) Customer accepts comms and marketing material: Tick this box for customers who want to receive marketing material from your brand.
4. Confirm and Add
Click Add new customer to complete the process. The new customer will now appear in your customer list with an automatically assigned ID and default metrics.