Managing Contacts

Arrange Columns on the CONTACTS page | How To

Arranging your columns on the CONTACTS page can allow you to see as much or as little Contact information as you would like to better build your lists. To arrange columns on the CONTACTS page: Navigate to MARKETING from the toolbar and select CON...

Contact Profile - Marketing - Page | Guide

ShippingEasy's Customer Profile page will show you at-a-glance the purchase and marketing activity of each customer. On this page, you can also make updates to the contact information, add or remove notes and tags, or reach out to them directly wi...

Customer Segmentation | Know How

Customer segmentation describes the process of categorizing your contacts around similar characteristics. By simply organizing contact information based on specific attributes, each purchase becomes an opportunity to better understand your custom...

Download my Contacts | How To

This feature is available to Customer Marketing subscribers. Learn more. Downloading your contacts information into a CSV file helps to organize your customer contact information. This tool requires ShippingEasy's Customer Marketing feature be...

Filter my list of Contacts | How To

ShippingEasy will automatically populate the list of contacts on the CONTACTS page. The initial list of contacts will reflect your entire buyer history. Filtering your contacts on the CONTACTS page allows you to quickly view and group contacts by ...

Look Up Order History for a Customer | How To

This feature is available to Customer Marketing subscribers. Learn more. ShippingEasy's Customer Marketing feature allows you to review the complete email and purchase history of a customer on the CONTACT PROFILE page. The purchase history inc...

Manage Contact Tags | How To

This feature is available to Customer Marketing subscribers. Learn more. Contact Tags enable you to group your Contacts based on criteria that you define. Add tags that characterize customers as it's relevant to your business. Then use these t...

Send a plain text email note to my Contacts | How To

This feature is available to Customer Marketing subscribers. Learn more. ShippingEasy's Customer Marketing provides many ways to email Customers. Learn more about Customer Marketing. Campaigns are a way to send email messages with rich texts a...

Unsubscribe Contacts from Marketing Emails | How To

Preventing marketing emails from reaching customers who have opted-out from being contacted respects their preferences and builds trust in your brand. Making sure your unsubscribe information is visible and current is a requirement for sending Cus...

Video: Contact Tags

This feature is available to Customer Marketing subscribers. Learn more. Welcome to ShippingEasy's video tutorial series! Find more videos on our YouTube channel or type "video" in the search bar above. View the illustrated step-by-step guide....

What columns can be displayed on the CONTACTS page?

ShippingEasy offers you the option to customize what columns you see on the CONTACTS page, as well as the order in which they are arranged. By default, some columns will be displayed when you first sign up for Customer Management. Others are avail...

What do the Email Status values indicate?

This feature is available to Customer Marketing subscribers. Learn more. ShippingEasy's Customer Marketing add-on provides tools for communicating with your customers. Learn more about Customer Marketing. Email statuses can be viewed on the CU...