Marketing App: Adding Marketing Customers

Link to this article: https://support.driveshops.app/support/solutions/articles/70000565601-adding-marketing-customers

• Normally customers are imported from the Shop Management System (SMS,) but there are two ways to manually enter customers.
• The first method is from the Customers tab.

• Next, in the upper left corner of the screen, you will see a + Add button.  Next to this, you will see the drop-down arrow. 

• This option allows the user to import a list of customers in a CSV file format.
• The second method is to manually enter one customer at a time.
• Click on the Add button. This will bring down a menu for the user to fill in.

• The only information required to create a new customer is the type and the first name.
• We recommend adding all information possible to maximize the capabilities of the app.