Contacts Management¶

Contacts¶

Contacts is an application located in the Sales module.

Contacts are used for individuals. A new contact is usually created along with the order of your website visitor (customer). Data inserted through the checkout form is displayed as a new contact to which the created order is also automatically connected. You can edit this created contact and add more information to it. In case the same contact (important is the e-mail address used during the checkout process) creates another order, this order will be added to it (a new contact won’t be created).

In the application, various columns are available:

First Name
Last Name
Classification
City - city is taken from the business address. If there is no business address defined, the default shipping address is used instead. If there is no default shipping address, the first shipping address is used. If there are no shipping addresses at all, the first existing address is used.
Country - country is taken from the default billing address. If there is no default billing address defined, data from the first billing address are displayed. If there is no billing address at all, the first address is used instead.
E-mail
Telephone
Company - the contact company
Partner - the partner to which the contact belongs
Partner Tier - the partner tier to which the contact belongs
Contact Group - the contact group to which the contact belongs
Active Account - defines if the contact has had its account created
Registered - the date and time of the account creation (when the contact has been registered)
Registration Source - defines the source of the registration
Last Active - Date and time of the contact’s last activity (updated at login, logout and every 10 minutes when browsing the web)
Price Level - the price level to which has been the contact added
Is Verified - determines whether the contact is verified (true/false).
Verification Time - system information for the time of the last change of the verification flag (if it does not already have this date, it will be overwritten with the first change of any verification field).
Verifier - system information; the user who made the change.
Verification Type - type of the verification (taken from the vetification settings).
Verification Note - a note entered by the admin for verification
Has Verification Document – flag true / false whether the contact has a verification document uploaded to it.
Created - contact creation date.
Changed - date the contact was last modified.
Actions - contains action button which allows you to work with the contact (such as edition, super login or deletion)

Columns can be used to filter particular records. You will be able to hide/display columns and change their order according to your needs. Remember that not all columns are displayed by default.

To use the Super Login, click the setting button (Actions column) on the right side (remember that you must have this setting allowed in your user account).

Note

If a contact is logged in, his/her identity (information defined in BizBox - name, e-mail address, permissions, parner info and partner tier) is updated every 10 minutes. If you will deactivate his/her account, he/she will be immediately logged off.

Contact Verification¶

During registration (or when editig their user account), the user can upload a verification file (such as an identity card) on the website, which is used to identify them (for example, when selling products intended for those over 18 years of age). In the administration, you can then check the file and mark the customer as verified. Such verification can then be linked to the purchase on the website (an unverified customer cannot complete the order).

It is also possible to create different types of verification in the administration (for example, “ID card”, “passport”, or anything else that suits your project).

For proper function, it is necessary to modify the widget for registration (or partner registration) or for editig the user profile) so that the user can upload the file.

Create a New Contact¶

Every manually added contact needs to have First and Last Name filled in. Honorific, Company and Contact Group are optional. Information about how to get in touch with the contact are located on two tabs Contact Channels and Contact Addresses.

General Tab¶

On the general tab are base information about the contact available - honorific (optional), first (required), last name (reguired), comment (optional) and external ID (optional; used to define this contact in an external service).

The Classification field allows you to rate this contact. Use the Manager in a contact’s detail to create your own customer classification - you can insert its name, color and icon. In a contact’s detail can be a previously created classification you want to assign to this customer selected and saved the customer’s profile. You can always clear inserted rating by selecting the none value. If the rating is selected, particular icon will be displayed in his/her orders’ detail next to the customer’s name. The classification can be also changed directly when the order is cancelled or refunded (the rate selection is a part of the cancelling or refunding dialog).

Individual contacts can be sorted in Contact Groups and also connected to Companies in case they belong to any. Groups are intended to group your contacts (Contacts and/or Companies) together. You can typically group contacts according to their origins (a marketing Campaign for example) or features that are characteristic for them. Groups are used in the Customer Groups application located in the Reports application. In case some Contacts are working in the same company, you should use the Company contact type to connect them.

Language – this field is automatically filled in according to the language of the website through which the contact was created (thanks to registration or order). You can edit the fields as you like. If you work with e-mailing tools, this field is automatically synchronized with Ecomail and MailChimp (LANGUAGE).

Tags

To the contact a tag (or multiple tags) can be added. To create a new tag for contacts, click the Tag button in the toolbar. A new window will appear. It allows you to:

Add particular tags to all contacts connected to the company of the selected contact.
Add particular tags to all contacts connected to the partner of the selected contact.
Display the Tag Manager in which tags are created and managed (to a tag a Name, Internal Name, Description and Color can be defined).

Contacts’ tags are internal. They are not displayed to customers.

Tags can be also managed directly from the Contacts application. To add tags for more contacts at once, use the Bulk Actions button located in the toolbar. If you are going to work with contacts’ tags, add a column Tags to the Contacts application. It allows you to filter contacts according to assigned tags.

Discounts settings are used to allow the customer to use a special discount, that will be applied only for him/her:

Parter Tier - this can be used only if you are working with partners addon on your account. Here a partner tier to which this contact should belong can be selected (you don’t need to create a partner/company).
Price Level - here can be a previously created price level selected. Price level is a type of a discount which creates a percentage discount on customer’s orders. If the contact is a partner, the price level selected here will be ignored and only the prices according to the partner tier will be used.
Assign Partner Tier Automatically - this setting is available only in combination with the Purchase Volume Discounts. If you set this option to NO, this contact won’t be affected with the purchase volume discount (the partner tier won’t be automatically changed according to customer’s orders). Option YES will change the partner tier automatically according to the purchase volume discount settings.

Contact Channels¶

The Contact Channels tab allows you to add several communication channels: E-mail address, ICQ, Jabber, Skype or Telephone (one of them can be marked as default).

Contact Addresses¶

The Contact Addresses tab serves for adding addresses to this contact. For each contact as many addresses as you or the contact needs can be added. There are 4 ways how to add a new address:

You can add it manually in the BizBox Admin in the Contacts application in a particular user detail. Here, click the Add button and fill in all required fields. The Type field defines how the address will be used by the customer in the checkout process. You can select that the address will be used for shipping, billing or both. This is used only for evidence; work with particular address types has to be defined (coded) in the checkout/user profile.
The customer can manage his/her addresses in the user portal on your website. To make this work, you have to use particular forms (Save Address and Save Profile) and modify the checkout process to allow customers to use the addresses according to its type (to distinguish the billing and shipping addresses).
The customer can save his/her address directly in the checkout. You can add a checkbox which allow your customers to save the address (billing and/or shipping) provided in the checkout. If there is no default address in their account, it will be automatically saved as default address. To make this feature work, you have to use the saveAddress, saveAddressPresent, shippingSaveAddress and shippingSaveAddresPresent form fields in the checkout.
You can import contact’s address.

One address can be set as a default for billing and one can be set as a default for shipping per one contact account only. For every existing address, whether it will be used as a default for billing or shipping address (this settings can be subsequently used on the website in the checkout) can be set an external ID (it defines the address in an external service). One address can be set as a default for billing and one can be set as a default for shipping per one contact account only. For every existing address, whether it will be used as a default for billing or shipping address (this settings can be subsequently used on the website in the checkout) can be set an external ID (it defines the address in an external service).

Note

After an order is placed by a non-registered user, the provided address is saved to this contact as well.

Note

Contacts addresses can be selected in the Orders application when creating a new order.

Contact Orders¶

The Contact Orders tab automatically displays the orders made by this contact. In case you want to work with these orders, click its number in the Order Number column. You will be redirected the Orders application also located in the Sales module.

User Account¶

A new contact in the Sales module is automatically created along with an order or with the user’s registration. It means, that every website visitor who registers or places an order will appear here.

There is a little difference in the available data and actions for these two types of contacts.

A contact who has been created with an order placement is not connected to a user account. The contact (customer in this case) is not able to log in (and use all the features from the user portal in general) and, as you can see in the Sales module in the Contacts application, the User Account tab is unavailable the same as the buttons in the toolbar containing user’s actions. The only available button is the Create Account which allows you to create a user account, set up the password and send the account info to the customer. Thanks to that the user is able to use the user portal on your online store.

A contact who has been created with the user registration has available the User Account tab. It serves for setting up the user’s login and permissions. You are also able to use the buttons in the toolbar - change the password (don’t forget to let the user know you changed it), send account info or sending an e-mail for changing passwords.

On this tab, if the user has registered via Facebook, information about the registration origin is displayed.

Loyalty Programs¶

The Loyalty Programs tab displays information about all the loyalty programs in which this contact participates. You are able to add another existing loyalty program or, by clicking on the small edit icon, you can change the current amount of points for this contact and also see the history of points earnings and spending.

You can also access the editing of the loyalty program by double-clicking on the loyalty program. Here you can manually add (or remove) loyalty points - type, particular order, number of points, date from which the points can be applied, validity and also the type of bonus (if you select custom, you can choose a specific bonus in the Custom Bonus field you create in the bonus manager).

Deals¶

Deals allows to a assign a deal for the contact. A deal is a promise that will be fulfilled on the next order - it will be displayed in the contact’s next order detail.

To add a new deal, please fill in following fields. Deals are internal and are not diplayed to customers:

Name - name of the deal.
Internal Name - system name of this deal.
Deal Recurrence Type - select if the deal will be repeated (used on all following orders) or used only once.
Description - fill in the deal itself.
Active - set the activity of the deal; only active deals can be applied to orders.
Valid From/Valid Until - optinally insert the action range.

If you set up a new deal, it will be applied in the next order of the contact (according to the activity settings). You can see the applied deal in particular order detail on the General tab. Deals can be set to a company or partner too. The number of deals assigned to a single contact or order is not limited.

Custom Properties¶

On this tab, custom properties for particular contact can be defined.

Click the Custom Property Manager button to create custom properties you want to track for your contacts. In the Custom Property Manager click the Add button and fill in the Name (it can be displayed on the website according to your project settings and needs) and Internal Name (it will be used in the website code to gather particular information). Comment is internal and can be subsequently shown as a hint when you move the mouse over the custom property name.

In the Type field select the type of a custom property you want to add:

Boolean inserts a flag with YES/NO option.
Date inserts field for a date.
Date-time inserts a field for a date and time.
Long Text inserts a text field in which up to 2 000 characters can be inserted.
Number allows to insert a number.
Product inserts a field which allows you to search for an existing product from your product catalog.
Text inserts a text field and you can type your own text string in it.
Text Content inserts a select box which allows you to select an existing Text Content from the Contents application located in the Author Tools.

Default Value field is optional and allows you to define the value that will be preselected in this field for particular items as a default.

Note

You have to approve the project with created custom properties to be able to define them for your contacts.

Values can be added directly in the Contacts application or gathered through the registration or save profile forms.

Consents Overview¶

This tab shows all the user’s consents.

You need to define individual consents in the Consents application and then edit the site so that the user can agree and manage them.

Notes¶

Notes tab serves only for your own notes. If you want to add a note, do it on this tab. The inserted note is never visible to customers, it is only for your own purposes.

Log¶

On this tab the log (changes) of this contact are available.

How to Add or Edit a Contact¶

New Contact is usually created automatically along with a new order, from data gathered through the checkout form. In case you want to add a new contact manually, you have to click the New button. You can also edit an existing contact by click on the Edit button.

See the documentation for particular tabs (above) and set up the new contact.

Export Contacts¶

Contacts can be exported directly from the Contacts application using the Export button located in the toolbar. A new window will appear. Select the Export Type (see below): Custom Export or System Export. You can select contacts for export (selected in data view only, displayed in data view only, only new, all according to applied filters, all or custom). Click the Export button and you export will be prepared. After that you can save it to your computer.

System Export export template is defined by the system:

Contats Channels - MailChimp - export template that can be used to import your contacts to MailChimp. Please see the List Fields section in the Newsletters section.

Custom Export - to make this feature work, you need to define the export settings in the Exports application located in the Administration module. Add a new export for Contacts (Export Type field) and select a template which will be used to export your contacts. Template can be created directly in the export setting using the green plus button next to the Template field. In this template, the persons parameter is available. It contains all information about contacts that will be exported. Don’t forget to approve your project.

Import Contacts¶

Contacts can be imported. Prepare a XLSX or XML file using the table below. When you are done, click the Import button in the Contacts application, select the file, import mode and click the Import button.

When importing, you can use the Import by ID setting to specify how the updated contacts will be paired. Either by system ID or by e-mail address. This setting can only be used to update or delete existing contacts for which the system ID is known. To find out the system ID of the contact, it is necessary to use the system export template Export contacts - BizBox.

Note

Changes created by the import are not stored in a project. They will be active immediately. This import is irreversible!

Property Name (Excel or XML)	Field Name (Application)	Short Description
email	E-mail	Required; e-mail address.
honorific	Honorific	Optional; honorific.
firstName	First Name	Required; first name.
lastName	Last Name	Required; last name.
city	City	Optional; city.
assignTierAutomatically	Assign Partner Tier Automatically	Boolean; defines if the partner tier will be assigned automatically.
comment	Comment	Optional; comment.
group	Contact Group	Optional; the name of an existing contact group to which this contact belongs.
company	Company	Optional; the name of a company to which this contact belongs. If you identify the company using a company name, you must omit the ‘companyExternalId’ property.
companyExternalId	Company	Optional; the external ID of a company to which this contact belongs. If you identify the company using an external ID, you must omit the ‘company’ property.
user	Login	Optional; the login of an existing user which you want to connect with this contact.
tier	Partner Tier	Optional; the internal name of a partner tier to which this contact belongs.
priceLevel	Price Level	Optional; the internal name of a price level to which this contact belongs.
country	Country	Optional; defined by the county’s ISO2.
externalId	External ID	Optional; external ID.
classification	Classification	Optional; internal name of the classification which will be added to the contact. Available values: vipCustomer, riskCustomer.
billingexternalid	External ID (billing address)	Optional; external ID (billing address).
billinghonorific	Honorific (billing address)	Optional; honorific (billing address).
billingfirstName	First Name (billing address)	Optional; first name (billing address).
billinglastName	Last Name (billing address)	Optional; last name (billing address).
billingstreetAddress	Street (billing address)	Optional; street (billing address).
billingcity	City (billing address)	Optional; city (billing address).
billingcounty	County (billing address)	Optional; county (billing address).
billingregion	Region (billing address)	Optional; region (billing address).
billingpostalCode	Postal Code (billing address)	Optional; postal code (billing address).
billingcallingCode	Calling Code (billing address)	Optional; calling code (billing address).
billingphone	Phone (billing address)	Optional; phone (billing address).
billingcompany	Company (billing address)	Optional; company (billing address).
billingcountry	Country (billing address)	Optional; country ISO2 (billing address).
shippingexternalid	External ID (shipping address)	Optional; external ID (shipping address).
shippginhonorific	Honorific (shipping address)	Optional; honorific (shipping address).
shippingfirstName	First Name (shipping address)	Optional; first name (shipping address).
shippinglastName	Last Name (shipping address)	Optional; last name (shipping address).
shippingstreetAddress	Street (shipping address)	Optional; street (shipping address).
shippingcity	City (shipping address)	Optional; city (shipping address).
shippingcounty	County (shipping address)	Optional; county (shipping address).
shippingregion	Region (shipping address)	Optional; region (shipping address).
shippingpostalCode	Postal Code (shipping address)	Optional; postal code (shipping address).
shippingcallingCode	Calling Code (shipping address)	Optional; calling code (shipping address).
shippingphone	Phone (shipping address)	Optional; phone (shipping address).
shippingcompany	Company (shipping address)	Optional; company (shipping address).
shippingcountry	Country (shipping address)	Optional; country ISO2 (shipping address).
phone	Phone (contact channels)	Optional; phone (contact channel).
skype	Skype (contact channels)	Optional; skype (contact channel).
icq	ICQ (contact channels)	Optional; ICQ (contact channel).
jabber	Jabber (contact channels)	Optional; jabber (contact channel).
tags	Customer Tags	Optional; customer’s tags (particular tags’ internal names have to be divided with \|).
externalid	External ID	Optional; the external ID of the contact.
custom:internal-name	Custom Property	Optional – custom properties. Instead of ‘internal-name’ insert the internal name of a custom property you want to import. As a value insert the value of the custom property. If you want to import values for the multiple product variants type, you must separate the individual values with a vertical bar (\|).

Companies¶

The Companies application is used for the management of companies. They can be used for grouping the contacts together, because you can connect contacts to them.

Companies are important in case you are working with Partners, because every a contact can be assigned a particular company and this company is connected to a concrete partner, which defines the prices that will be available for all contacts from the company.

A company also defines if a customer is a VAT payer. You can use the vatPayer field in the checkout form to allow your customers to define their customer category (VAT payer).

You can easily filter and display only those companies that are relevant to you.

How to Add or Edit a Company¶

New company is usually created automatically when customers make their orders as companies. If they do, a new company record is created along with their contact and the order itself.

To create a new company manualy, you have to click the New button. You can also edit an existing company by click on the Edit button.

Each added company needs to have its Name defined only. The VAT Payer setting defines if the company is a VAT payer. If so, the VAT ID value has to be filled in. VAT ID, Extra VAT ID and Company ID are used for tax identificaiton of this company.

The External ID field (optinal) is used to define this company in an external service.

The Parent Company field serves for connecting the companies together in a hierarchical structure. You can also add a Contact Group that allows you to connect contacts and companies together. Partner fiels defines a particular (previously created) partner to which this company belongs.

Information about how to get in touch with the company are located on two tabs: Contact Channels and Contact Addresses. The Contact Channels tab allows you to add several communication channels: E-mail address, ICQ, Jabber, Skype or Telephone (one of them can be marked as default). The Contact Addresses tab serves for adding addresses to this company. The Contact Orders tab automatically displays the orders made by this company (the same orders are displayed in a detail of a customer who made them). In case you want to work with those orders, you need to use the Orders application also located in the Sales module.

On the Log tab the log (changes) of the company are available.

Import Companies¶

Companies can be imported. Prepare a XLSX or XML file using the table below. When you are done, click the Import button in the Companies application, select the file, import mode and click the Import button.

Note

Changes created by the import are not stored in a project. They will be active immediately. This import is irreversible!

Property Name (Excel or XML)	Field Name (Application)	Short Description
externalid	External ID	Optional; the external ID of the company.
name	Name	Required; the company name.
comment	Comment	Optional; internal commentary.
vatpayer	VAT Payer	Boolean; defines if the company is VAT payer.
taxidentity	Tax Identity	Optional; tax identity.
extrataxidentity	Extra Tax Identity	Optional; extra tax identity
identificationnumber	Identification Number	Optional; identificaiton number.
group	Contact Group	Optional; the name of an existing contact group to which this company belongs.
partner	Partner	Optional; the name of a partner connected with this company. If you identify the partner using an external ID, you must omit the ‘partnerExternalId’ property.
partnerExternalId	Partner	Optional; the external ID of a partner connected with this company. If you identify the partner using a parner name, you must omit the ‘partner’ property.
parentcompany	Parent company	Optional; the name of the parent company. If you identify the parent company using an external ID, you must omit the ‘parentCompanyExternalId’ property.
parentCompanyExternalId	Parent company	Optional; the external ID of a parent company connected with this company. If you identify the parent company using a parner name, you must omit the ‘parentcompany’ property.
billingexternalid	External ID (billing address)	Optional; external ID.
billinghonorific	Honorific (billing address)	Optional; honorific.
billingfirstname	First Name (billing address)	Optional; first name.
billinglastname	Last Name (billing address)	Optional; last name.
billingstreetaddress	Street Address (billing address)	Optional; street address.
billingcity	City (billing address)	Optional; city (billing address).
billingcounty	County (billing address)	Optional; county (billing address).
billingregion	Region (billing address)	Optional; region (billing address).
billingpostalcode	Postal Code (billing address)	Optional; postal code (billing address).
billingcallingcode	Calling Code (billing address)	Optional; calling code (billing address).
billingphone	Phone (billing address)	Optional; phone (billing address).
billingcompany	Company (billing address)	Optional; company (billing address).
billingcountry	Country (billing address)	Optional; country (billing address).
shippingexternalid	External ID (shipping address)	Optional; extrnal ID of the shipping address.
shippinghonorific	Honorific (shipping address)	Optional; honorific (shipping address).
shippingfirstname	First Name (shipping address)	Optional; first name (shipping address).
shippinglastname	Last Name (shipping address)	Optional; last name (shipping address).
shippingstreetaddress	Street Address (shipping address)	Optional; street address (shipping address).
shippingcity	City (shipping address)	Optional; city (shipping address).
shippingcounty	County (shipping address)	Optional; county (shipping address).
shippingregion	Region (shipping address)	Optional; region (shipping address).
shippingpostalcode	Postal Code (shipping address)	Optional; postal code (shipping address).
shippingphone	Phone (shipping address)	Optional; phone (shipping address).
shippingcompany	Company (shipping address)	Optional; company (shipping address).
shippingcountry	Country (shipping address)	Optional; country (shipping address).
email	Email (shipping address)	Optional; email (contact channel).
phone	Phone (shipping address)	Optional; phone (contact channel).
skype	Skype (shipping address)	Optional; skype (contact channel).
icq	ICQ (shipping address)	Optional; ICQ (contact channel).
jabber	Jabber (contact channels)	Optional; jabber (contact channel).

Contact Groups¶

Contact Groups are intended to group your contacts (contacts and companies) together. For example you can create a group for contacts according to their origins (such as marketing campaign), features that are characteristic to them or marketing segmentations.

To create a new Contact Group, fill in the Name, Internal Name (has to be unique within the Contact Group application). Optionally insert a comment (internal information).

Default Contact Group¶

For every country a default contact group to which will be all contacts from the country assigned.

If you want to use a contact group as a default for some country, go to its detail and turn on the Set as Default setting. This group will be set as default for all countries from your account. If you want to specify particular countries, turn off the Default for All Countries setting and in the right column below select countries for which will be this contact group used as a default. If a country is specified in some contact group and another contact group is defined as default for all countries, the group with selected countries will be used in preference.

Groups are used in the Customer Groups application located in the Reports module.

Note

Contacts created along with an order or registration are added to a contact group according to the country, which is default for it (or default for all countries if no contact group is defined for the contact’s country).

Newsletters¶

Newsletters is an application which allows you to collect e-mail addresses from your websites. You can enter new contacts (e-mails) manually or collect them on the web using newsletter forms, consents, welcome vouchers, registration form or partner registration form.

To create a new newsletter click tne New button in the toolbar and fill in both required fields:

Name (required) - newsletter title; is for internal use only and does not appear on the web.
Internal Name (required) - unique newsletter title; used to identify newsletters in website code (in widgets).
Comment (optional) - is intended to provide some short info about this newsletter and Active defines the current activity of this newsletter.
Active defines if this setting is currently active. Users will not be able to add their addresses to inactive newsletters.
Newsletter Service is used to select an external service to which the collected contacts will be synchronized. Two services are now available: MailChimp and Ecomail. For more information, see Contact Synchronization.

On the second Contacts tab all e-mail addresses inserted on the website will be displayed. You can also add e-mail manually. Simply click the Add button and insert e-mail address. For each contact is displayed, whether there exists an order for it (the Has Order column.

Tip

For a website the automatic subscription can also be defined. For more information please see the E-mailing application help.

Contact Synchronization¶

Contacts (e-mails and additional contact data) can be automatically synchronized to two external services: MailChimp and Ecomail. To use sync, you must create an account with one of these services and connect it to BizBox using the Newsletter Service manager (available in the Newsletter detail on the first General tab).

In the manager click the Add button in the toolbar and fill in all required fields:

Name (required) is the name of the newsletter service setting; it is used for internal purposes only and does not appear on the web.
Internal Name (required) is the unique system name of the newsletter setting.
Service (required) - select the external service you want to use for contact synchronization.
API Key is available in the external service settings. This is a unique string used to identify your account.
Subscribe Confirmation E-mail - Do you want to use the double opt-in process? The subscriber will receive an e-mail to confirm their subscription. If you set it to yes, you have to set up this email sending in the external service settings.
Synchronize Contact Tags (available for Ecomail service only) – set whether you want to synchronize the tags of individual contacts (in this case, the existing tags in Ecomail will be overwritten by the ones you have set for the contacts in BizBox).

After you complete the setup, you will be able to select it in the Newsletter Service field in the newsletter settings. This will display the Mailing List ID field to which you insert the address list ID from the external service. For Mailchimp you can find it in the list settings, for Ecomail in the URL of the list.

After you select one of the services, the option to further synchronize settings appears – Synchronize All Contacts. This setting says that all contacts will be synced to the newsletter, regardless of their subscription to this newsletter. Below you can select which contacts will be synchronized by country and contact type. A newsletter that has this setting enabled is not used for subscribing to newsletters via the web.

Contacts synchronization works as follows: * If you delete an address in BizBox, it will be automatically deleted in the external service as well. * If you delete an address in the external service, it won’t be deleted in BizBox. * If a user unsubscribes himself/herself in the external service, it will be deleted in BizBox as well. * If you change an address in BizBox, it will be automatically changed in the external service as well. * If you change an address in the external service, it will be added to BizBox as a new address and the old one will be stored in BizBox. It means that in BizBox both old and new addresses will be stored, but in the external service only the new one exists. You can delete the old address in BizBox manually.

List Fields

If you want to personalize your contacts in the external service list (to send more data from BizBox to the external service), log in your external service account and go to the List settings and set up additional fields.

Contact Info (BizBox)	External Service List Field Name
Honorific	HONORIFIC
First Name	FNAME
Last Name	LNAME
Classification	CLASSIFIC
Company	COMPANY
Company ID	COMPANYID
Company VAT ID	VATID
Partner	PARTNER
Partner Tier	PTIER
Language	LANGUAGE
Contact Group	CONTACTGRP
Partner Tier Currency	PTIERCUR
Credit Limit	CREDITLIM
Price Level	PRICELEVEL
E-mail	EMAIL
Phone	PHONE
Billing Address First Name	BAFNAME
Billing Address Last Name	BALNAME
Billing Address Company	BACOMPANY
Billing Address Phone	BAPHONE
Billing Address Street Address	BAADDRESS
Billing Address City	BACITY
Billing Address Country	BACOUNTRY
Billing Address Postal Code	BAPOSTCODE
Shipping Address First Name	SAFNAME
Shipping Address Last Name	SALNAME
Shipping Address Company	SACOMPANY
Shipping Address Phone	SAPHONE
Shipping Address Street Address	SAADDRESS
Shipping Address City	SACITY
Shipping Address Country	SACOUNTRY
Shipping Address Postal Code	SAPOSTCODE
Registration (account available; YES/NO value)	HASACCOUNT
Registration Date	REGDATE
Order (at least one order exists; YES/NO value)	HASORDER
Total Spent Amount (total spent amount)	ORDAMOUNT
Order Count (total contact’s orders)	ORDCOUNT
Loyalty Program Name	LP1NAME
Loyalty Program Total Points	LP1PTS
Loyalty Program First Points to Expire	LP1EXPPTS
Loyalty Program First Points to Expire Date	LP1EXPDATE
List of newsletters to which the contact is subscribed.	NEWSLETTERS
Internal name of the contact type (see below)	CONTACTTYPE
Internal names of contact order sources (see below)	ORDSOURCES
A list of websites where the purchase was made	ORDWEBS
A list of e-shop settings where the purchase was made	ORDESHOPS

List of contact types:

newsletter - contact created only for newsletter subscription - not available in the Contacts application
customerAlert - contact for sending customer notifications - not available in the Contacts application
voucher - contact for sending a voucher - not available in the Contacts application
customer - contact to whom the order was created - available in the Contacts application
‘’ (empty) - other contacts available in the Contacts application (created in admin, by import or registration)

List od contact order sources:

web - order from the web
crm - manual order from administration
externalChannel - order from external channel (Aukro)
ubl - order imported from UBL
mallCz - order from MALL.CZ
mallSk - order from MALL.SK
import - imported order

Note

There can be more loyalty programs per one contact: LP2NAME, LP3NAME,… up to 9 loyalty programs. If this situation occurs, particular contacts can have different order of imported loyalty programs in MailChimp: Contact X has three loyalty programs: A, B and C. Contact Y has loyalty program C. Loyalty program C is for contact X available in the LP3NAME and for contact Y under the LP1NAME parameter.

Partners¶

Partners is an application located in the Sales module that serves for the addition and management of Partners. This application is not included in the default BizBox edition, it has to be added with an addon that will add the Partners and Partner Tiers applications to your account. In case you need these applications, please contact us for more information.

Partner Tiers¶

Partner Tiers is an application located in the Sales module which allows you to define particular tiers (levels) that your Partners can acquire. For every tier different prices can be defined which are available for concrete customers from companies that are assigned to the Partners from this Tier. You can also add a Partner Tier for a single customer (without the connection to a Partner or Company).

Partner tiers can be also used in the Purchase Volume Discounts application to define the sale for a customer with particular purchase volume.

Contacts Management¶

Contacts¶

Contacts Toolbar¶

Contact Verification¶

Create a New Contact¶

General Tab¶

Contact Channels¶

Contact Addresses¶

Contact Orders¶

User Account¶

Loyalty Programs¶

Deals¶

Custom Properties¶

Consents Overview¶

Notes¶

Log¶

How to Add or Edit a Contact¶

Export Contacts¶

Import Contacts¶

Companies¶

How to Add or Edit a Company¶

Import Companies¶

Contact Groups¶

Default Contact Group¶

Newsletters¶

Contact Synchronization¶

Partners¶

Partner Tiers¶