Contendar Help

Manage Customers

The Customers page keeps a record of everyone who has submitted, or been invited to submit, an NPS score.

Open Customers

In the left sidebar, go to the Retention section and click Customers.

What you can see

The list shows each customer's name, email, company, job title, and photo.

Click a customer to open their profile. Their profile shows every NPS response they have given, using the same table and filters as the main Submissions page.

How customers get added

  • Automatically. When someone submits an NPS form or widget with an email address, Contendar matches them to an existing customer, or creates a new one. Their name, company, and job title are picked up from the form fields if they filled them in.
  • By you, on the Customers page.
  • By you, inline from the Invite customers dialog when you are inviting customers by email . Click Add new customer without leaving the dialog.

Unsubscribed customers

If a customer uses the unsubscribe link in an invite email, they get an Unsubscribed badge and are dimmed out in the customer picker. They are skipped if you try to include them in a future invite batch.

Related pages

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