You are able to manually enter customer records into Connect without importing them. Customer attributes are entered and then stored in Connect.

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Adding a New Customer

To add a new customer record:

Navigate to the Customer Browser screen by clicking on the 'Customer' tab. The Customer Browser screen opens.
From the Customers dropdown, select Create Customer. The Customer Profile screen appears.
Enter the following information as available.

Note: The customer record will not be added unless an email address or SMS number is included in the customer record information
1. Salutation: The customer's salutation (e.g. 'Ms.', 'Mr.')
2. First Name: The customer's first name
3. Middle Name: The customer's middle name
4. Last Name: The customer's last name
5. Organization: The organization for the customer
6. Email Address: The customer's email address
7. Alt Customer ID: The alternate identifier for the customer, typically tied to a legacy or external system
8. SMS Number: The customer's SMS number
9. Address 1: The primary address line for the customer
10. Address 2: The second address line for the customer
11. City: The city for the customer's address
12. State: The state for the customer's address (if applicable)
13. Zip/Postal Code: The zip code or postal code for the customer's address
14. Province: The province for the customer's address (if applicable)
15. Country: The country for the customer's address
16. Phone: The customer's phone number
17. Fax: The customer's fax number
18. Alternate Phone: The customer's alternate or secondary phone number
19. Birth Date: The customer's date of birth
20. Content Type: The customer's preferred content type: 'Short Text' (used for SMS messaging), 'HTML', 'Text' or 'Unknown' if the preference is not known
  Note: Connect sends Multi-Part Alternative content (MPA) to each customer with Unknown as the Content Type. When the customer opens the email, Tracker detects the content capabilities of the customer’s email client and updates the customer’s Content Type. For example, if the customer opens your message with an HTML-capable email client, Tracker updates the customer’s Content Type to HTML.
21. Account Active: Activates or deactivates the customer record
Click the Save button. The customer record is added.