Email Contacts to Update Profile Details

Keeping your customer records accurate is important for smooth communication and account management. Over time, contacts may change their email address, phone number, or other personal details. With Oncord, you can easily send an email request inviting your contacts to review and update their information.

This feature allows you to:

• Request updates to specific details, such as name, phone number, address, password, or custom fields.
  
• Choose where users are redirected after updating their details (for example, to a “Thank You” page).
  
• Customize the email message with your own wording and branding.
  

How to Send an Update Profile Email

1. Navigate to Dashboard > Customers > Contacts.
   
2. Click the three-dot menu at the top of the page.
   
3. Select Update Profile Email.
   
4. In the pop-up window:
   
   • Tick the details you’d like contacts to update.
     
   • Enter the page you’d like users redirected to once they’ve updated their details.
     
   • Click Edit Message.
     
5. You’ll be directed to the email editor, which includes:
   
   • A preset message.
     
   • A secure link for users to update their details.
     
   • Options to customize the email design and wording.
     

Sending the Email

After editing your email:

• Send yourself a test email to review.
  
• Send the message to specific contacts or groups.
  

For more guidance on creating and sending campaigns, see: Oncord Email Marketing.