Manage General

The Customer's/Contact's address information [Billing address]. Typically full address including street and house number.

When you begin to enter the address information into the address field the platform will dynamically look for relevant matches to the address information that you are entering using Google's vast address database. Select the address that matches what you are entering and have the relevant form fields auto complete the address as much as possible. If you do not wish to use the address suggestion, click anywhere onscreen other than the address suggestion dropdown.

The type of email status that the contact currently holds:

• Double Opt In: Contact has checked the "Opt In" checkbox either in their online Profile, during Checkout, on a Club Signup, or from a POS receipt and have clicked the double opt in link from the automatic opt in email they received.
• Single Opt In: Contact has checked the "Opt In" checkbox either in their online Profile, during Checkout, on a Club Signup, or from a POS receipt. A single opt in has not yet clicked the double opt in link in the automatic system email that was sent to them after opting in.
• Purchaser: Contact has placed an order with the winery or has signed up for a club membership. 
• Cleaned: Contact's email address has been checked and verified as valid through the Clean List function.
• Blank: Contact's email address has not been checked and verified as valid through the Clean List function.
• 10 X Soft Bounce: The last 10+ emails sent to the contact have soft bounced.
• 2 X Hard Bounce: The last 2 emails sent to the customer have hard bounced.
• Unsubscribe: Contact has clicked the unsubscribe link in an email document to opt out of receiving emails. 

The Customer's/Contact's text message opt in status: 

• Not Set - Contact has not opted in or out of receiving text messages. This is the default SMS Permission. 
• Opt In - Contact has opted into receiving text messages.
• Opt Out - Contact has opted out of receiving text messages.
• Stopped - Contact has opted out of receiving text messages at the cellular carrier level. This is done by texting STOP to your text message phone number. The only way that the contact will get back on at the carrier level is to text YES to your number.
• Bad Number - The number is an invalid mobile number or is no longer in service.

You can indicate where the photo came from:

• Upload/Avatar
• FBProfile (Facebook Profile Picture)
• Twitter

Allows you to enter the contact's Facebook account number to pull in their profile picture.

• Example: 212950460079
• By taking the URL for the contact's Facebook account you can use a website like https://FindMyFBid.in/ to obtain the personal numeric id for their account to pull in their Facebook profile picture (If their URL already includes the number rather than a friendly URL like JohnSmith then use that number). If you do not use the ID number the image will appear as a broken image icon.

An automatic tracking flag that is attached to customers/contacts to let give you a better idea of what sort of customer the person is. Statuses include: 

• Prospect - A contact that has not yet had an order. 
• 1stTimeCustomer - A customer that has had a single order with you. 
• RepeatCustomer - A customer that has had 2 or more orders with you.
• ClubMember - A customer that is holding a club membership.

The status is set/refreshed once per day.

A customer's 46Brix membership status or membership expiration date. Statuses include: 

• Not a member. Attach a Membership - The customer does not yet have a 46Brix membership. If you are using hosting multiple websites that offer the plan you can attach the customer's membership from another site by clicking this text and entering their membership number [Member #].
• Expires: - The customer is is currently holding a 46brix membership and it will list the expiry date of the current membership. To cancel the membership click on the expiry date and enter the date that you want the membership to expire on [default is on year from date of purchase] and you will want to check Do Not Auto Renew so that the cancelled membership does not reactivate and charge the customer. 
• Not Participating in 46Brix - You are not currently a participating 46Brix winery. Learn More >

These fields will conditionally show when the contact has a publicly available social media account on one of the following channels:

• Twitter
• Facebook
• Instagram

See the number of followers that the customer has for each account and jump directly to their social media page by clicking on their account name.