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How to edit customer or Advocate information
How to edit customer or Advocate information

Change your existing customer's name and email address on ReferralCandy

Caye Arahan avatar
Written by Caye Arahan
Updated over a week ago

When necessary, you are able to change the following customer information on 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 within ReferralCandy will not affect the contact details within your eCommerce platform, and vice versa.

Updating customer information

  1. On ReferralCandy, go to Manage Customers and click Existing Customers.

  2. In the search box, enter the name or email address of the customer you'd like to update.

  3. Once you found the customer, click on their contact to see their information.

  4. Click More Actions and select Edit Customer.

  5. Edit any field to update the customer's information.

  6. Once you are done, click the Submit button to save your changes.

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