How to submit customer profiles in your CIM?

With the 123FormBuilder – payment gateway integration you can create customer profiles in your Customer Information Manager from through form submissions, besides just having your form users pay the current order that they have submitted. You can later manage these customer profiles in your CIM as you want. cim

If not accustomed with the 123FormBuilder – payment gateway integration, feel free to read our complete step-by-step documentation. By default, the CIM option is not enabled, but this can be easily done by ticking the Create a Customer Information Profile (CIM) option within the application box in Form SettingsPayments.

CIM profiles include details such as payment, billing and shipping information. When a form user submits your order form for the first time, a customer profile is created in your CIM. A customer profile contains payment and billing profiles. Whenever the same form user submits a new order, a new payment and shipping profile are created under the same customer profile.

If you’ve enabled the CIM option, you’ll find all of your customer profiles that have been submitted through your order form in the ToolsCustomer Information Manager section of your account. cim

Select a customer profile and use the View Profile link on top of the table to view the payment and shipping profiles of the respective customer. cim

Note: The billing address cannot be changed through form submissions, only manually within your CIM.

Olivian Stoica
Olivian Stoica
Oli's enthusiasm for helping our fellow users led him to write thorough know-how articles and tutorials that would make form building a bliss on 123FormBuilder.

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