Change customer data

By editing the customer data in the Customer Portal, you are also editing data that is used in the CMS when a website is first created and thereafter via so-called data bindings. In this article, you'll find out how to use take advantage of this feature and its benefits.

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Video

Changing customer data


Video

 

Changing customer data

Contact data are global information that can be used to bind or update contact information all across a website. By changing this data, you can easily change contact information across the whole site.

You can change the contact data in two ways:

  • Through the CMS
  • Through your portal

Changing the data in the CMS:

Access the Customer Data tab in the Website settings through the following steps:

  1. Hover over "Website" 
  2. Click "Data" in the dropdown list

Change the contact information from your own portal:

  1. Click "More" on the respective project
  2. Then click "Customer data"

You will find the "Contact data" section in the lower area. Here you have the possibility to enter new information, if the company address differs from the contact data that you want to be displayed on the website, or to override these directly.

Email addresses that are inserted via data bindings on a website are automatically linked so that a click on the email address opens the default email software of a website visitor's device. This means you don't have to manually add a link.

Data bindings can easily be used in any text or heading element. All contact fields are available in the data bindings - just select what you want from the list of possible data bindings when you are in edit mode. Click on the little "man" icon.

Once you have inserted a data binding, it will be marked with an orange frame if you are currently editing the corresponding text. This makes it easier and faster for you to see what is normal text and what is a data binding. Data bindings cannot be edited because they represent specific customer information from the customer data.

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