Edit Person
The Edit Person screen provides a comprehensive view of an individual member of your list.
At the top of the screen you will see the basic contact information that is known about this person: his or her name, email address, and physical address along with a Map button to pull up the address on a map.
You will also see:
- Member Since
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The date this person first entered the ARCOS database. A person may enter the database in one of several ways: by submitting a form on your website; by being entered directly in ARCOS by an administrator (either manually or in a batch upload); or by direct import from a third-party database if ARCOS is integrated with one for your organization.
- Joined Via
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The way in which this person first entered the ARCOS database. Usually this is one of two things: either 1) a URL (link) to a form on your website or 2) a list upload source code. A list upload source code lets you know that this person entered the database via a list upload and the source code identifies which upload it was.
- Referred By
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If at any point before this person entered the ARCOS database they received a tell-a-friend email from your website, the Referred By field will appear on the person's record. It lets you know who sent them the tell-a-friend email.
The following actions are available at the top of the Edit Person screen:
- Edit Email
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Lets you set or change the email address associated with this person
- Set Password
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Lets you set or change the password associated with this person's account on your website
- Add Payment
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Lets you process a credit card transaction for this person, or add a record of a cash, check, or credit card payment that has already been made
- Opt Out
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The Opt Out checkbox at the top right corner of the Edit Person screen indicates whether this person has opted out of your global email stream (checked) or not (unchecked). A person who has opted out may not be emailed through ARCOS. To opt a person out, check the checkbox and click the green Save button at the bottom of the screen.
Further down the page you will see a set of tabs:
Each tab provides more information about some aspect of the person and his or her relationship with your organization. Click below on any tab's name for more information.