Customers & inbox
Your customer list, filters and bulk actions, and the message inbox.
15 articles
Customers and inbox overview
What a client, a contact and a community member are in Zanfia, where the client list, tags, segments, history and the inbox live, and which article covers each task.
4 minFind and filter clients
Search the client list, narrow it by product access, tags, segment, email subscription, purchases and spend, sort it, and read the filter chips.
4 minThe client profile
What the client profile shows: contact data, marketing consent, tags, access, transactions, activity, notes, personal emails and devices, and the actions available from it.
5 minLimit how many devices a client can use
Turn on account sharing protection, set the number of active devices per client, choose what happens when the limit is reached, and free a device for one client.
3 minAdd, import and export clients
Add one client by hand, import a CSV or a pasted list of contacts with tags and product access, and export clients to a CSV file with the columns you choose.
5 minTags and segments
Create tags, put them on clients, and build saved segments from conditions such as tags, product access, spend, email subscription and recent activity.
5 minBulk actions on clients
Select clients or use the whole filtered list to grant or revoke product access, edit tags, change marketing consent, export to CSV or delete clients in one go.
5 minChange a client's email address
Move a client to a new email address from their profile: what changes in Zanfia, what stays in connected tools, and what to do when the new address is already taken.
3 minMerge or delete a client
Combine two records of the same person into one, or remove a client from your list: what moves, what is kept, and what happens to access and subscriptions.
4 minEmail and login history
Check which emails Zanfia sent to your clients, whether they were delivered, why one failed and what to do about it, and see when clients signed in.
4 minThe inbox: direct messages
Answer client conversations in the inbox, start a new one, send one message to all clients, write a personal email, and set who can write and how you are notified.
5 minInstagram inbox
Connect your Instagram account to the inbox, import existing conversations, reply to messages within the 24-hour window, and link senders to client profiles.
3 minWhatsApp inbox
Connect a WhatsApp Business number to the inbox, reply to client messages within the 24-hour window, link senders to client profiles, and disconnect the number.
3 minTelegram inbox
Share your Telegram invite link, receive messages from people who start the bot with it, reply from the inbox with no time limit, and link senders to client profiles.
3 minTroubleshooting clients and the inbox
Causes and fixes for the client problems creators report most: a login code that does not arrive or is rejected, a purchase the client cannot see, an email address that is already taken, and messages from clients.
7 min