Contact capture
Everyone knows the default Shop email you get isn’t a high quality touch point with your customers. In just a few steps, Mantle can automatically capture the contact information of any member of a merchant’s team that opens your app.
On top of populating the Contact area of your Customer Detail, you’ll be growing a higher quality email list to drive adoption and grow your app. Here’s how:
- Ensure you’ve set up the Mantle Pixel.
- Go to your Partner Dashboard, select the app you want to set up and grab your Client Secret.
- Back in Mantle, go to App Settings for the same app. Add your Client Secret and save.
- Test, by opening your app with your test shop. If your contact information was already added, try it with a different staff account.
You should see the staff account added as a point of contact!
Here are a few things to note:
- Mantle will only add one contact per email address.
- When Mantle detects that a user is also the shop owner, they will be set as ’Primary Contact’. All others will be added with the role ‘User’.
- If Mantle detects that a user is a collaborator, it’s not added to ensure that contacts are real members of the merchant’s team.