Customers
5 articlesContacts, custom fields, tags and segments.
Guides in this section
Create a Customer
Add a customer (contact) manually in LeadPattern — name, phone number and details — so you can message, tag and segment them.
2 min readRead guide
Custom Fields
Create custom fields (custom attributes) in LeadPattern to store extra details on each customer — including List fields — and use them to personalize and segment.
2 min readRead guide
Customer Segments
Group contacts into segments in LeadPattern using filters like tags and custom fields, then target them with broadcasts.
2 min readRead guide
Customer Tags
Tag customers in LeadPattern to label and organize contacts, then filter the inbox and build segments around those tags for targeted broadcasts.
2 min readRead guide
Import Customers
Bulk-import contacts into LeadPattern from a spreadsheet — map columns to fields, including phone number, name, tags and custom fields.
2 min readRead guide