Seeing What Your Customers Sees

From time to time your customer may be in contact with you wanting to know how to update the subscription to their list, manage their payment information, or update their profile information. 

While they have access to these things from their account admin screen and we have guides to explain how to do so, it may be necessary for you to view the page yourself or you may want to just give them a quick link to it. 

To view their Subscription page

  1. Select Lists & Contacts from your Simplero Dashboard
  2. Select the Contacts tab
  3. Go to the Search field and type your customer's name 

    Search_for_contact

  4. Click on the customer's name and the Contact info page will open
  5. From this screen in the upper right-hand corner, you will see their name, email address and an eye icon that says See as. If you click on See as link it will take you to view their subscription page where they can resubscribe or unsubscribe to lists they have signed up on.

    Customer_subscription_management_page.png

  6. The Subscription Management Screen will look something like this:

    Subscription_management_screen

  7. You can then share the URL to the page that opens for you with your customer and they will be redirected to it. 

To view their Purchases page:

  1. From the Contact info page, go to the Purchases section and select a product from their list

    Purchases_to_see_payment_screen

  2. You will then be directed to the Purchases screen. Click the eye icon that says See as located in the upper right corner of the Billing Contact section

    Purchases_page

  3. Once you click on See as link it will take you to view their Purchases page

    Purchase_page_share_URL
  4. You can then share the URL to the page that opens for you with your customer and they will be redirected to it.