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Create a new member profile from backend
Create a new member profile from backend

Managing your customer database

Kathy Yip avatar
Written by Kathy Yip
Updated over 2 weeks ago

Introduction

Efficiently managing customer information is key to providing personalized experiences and maintaining accurate records. In this article, you can learn on how to create new customer profiles and edit existing ones to ensure your database stays up-to-date. Whether you're adding new customers or making updates to existing profiles, these tools help streamline customer management for improved engagement and service.

How to create a new member profile?

1. Log into your Eber XM, go to "People" tab

2. Click "Create" button at the top right corner of the page

3. Fill in the basic fields and click "Done" to save the new profile

Screenshot 2021-03-10 at 3.50.22 PM

4. To add additional profile information, click "Continue with more info" > Edit > Input data > click Save.

Screenshot 2021-03-10 at 4.12.34 PM

5. You have successfully created a new member profile on backend.

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