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How to Search a Contact (Customer)?

A profile is created in Pisano for your customers who have left feedback before.

The data of your customers who leave feedback in Pisano is saved under a profile in the Contacts module and Pisano allows you to search these contacts. You can search for contacts using any of the following information.

  • E-mail address
  • Name
  • Phone number
  • External ID (such as CRM ID)
  • Custom attributes (such as segment, product usage etc.)

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    Apart from the contacts created by Pisano, you can add people manually by using the "Add Customer" button.
  • If you have a client list, you can import it into Pisano using the "Import from CSV" button.
  • To download your existing contacts in Pisano, you can click the "Export" button and download them as CSV or Excel files.

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