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How to edit contacts

Change your existing customer's information on ReferralCandy

Adam avatar
Written by Adam
Updated over a week ago

When necessary, you can change the following customer information in your ReferralCandy contacts list:

  • First Name

  • Last Name

  • Email Address

  • Locale (language) - if your referral program supports multiple languages

Note: Changes made to the contact details in ReferralCandy will not affect the contact details in your eCommerce platform, and vice versa.


Updating customer information

  1. On the dashboard, go to Contacts > Manage.

  2. In the search box, enter the name or email address of the contact.

  3. Click the contact's name to view their information.

  4. Click Actions and select Edit Details.

  5. Edit the fields you need to update.

  6. Once done, click Submit to save your changes.

You can also edit the contacts enrolled in a campaign from the Advocates list. To do this, go to Campaigns > All Campaigns > Select your campaign. Then, click Advocates on the sidebar.


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