Every customer registered in Troly has an account where they can edit their details, place orders, etc. You can review signup information and manage account configuration from their Account Details to:
- assist them with their account password
- unsubscribe them from your mailing list
- allocate them tags used in your marketing lists segmentation
Using Troly to manage your customers' accounts
You can review their signup details, edit their communication preferences, and add custom tags to describe your customer as you get to know them.
The sign-up details include the Sign-up date which is automatically recorded when the customer provides/enters their personal details.
Subscribed to newsletter checkbox
Unchecking this box means external EDMs unsubscribe the customer from your mailing list. If a customer unsubscribes from one of your marketing emails, it will also be disabled on this page.
Credit card matters and Orders and shipments details checkboxes
These allow enabling/disable notifications in the Company → Tags & Communications page respectively under 'Payment' and 'Shipments'.
The Useful Links link is used when a customer needs information on where to place their order, how to access their account, or update their personal details.
Once set, your tags can be manually added on each customer's page, or imported in bulk via the Customer Import feature.
The tags are used to design your club runs, the content of your special cases, your membership events, or your marketing campaigns as all the information is pushed to your EDM (e.g. Mailchimp) to assist you with your lists segmentation.
Secondary Customer Details
You are able to add a second person on the customer's account to also receive communications. This secondary customer does not automatically get created in Troly as a customer in their own right.
Things to know
The more information you add about your customers, the easiest it is to create tailored marketing campaigns or events and deals that may interest your customers.
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