How do I change a customer's email address?

Step one is to find out what their correct email address is. Sometimes it's obvious that they just mis-typed something and you can change it without contacting them. Otherwise, if they supplied a phone number, give them a call.

If you can't get in touch with them, we highly suggest changing their email to an address that goes to you. This will keep any future notifications from bouncing.*

First, see if they've created an account and, if so, update their primary email address:

Customer Account

  1. Navigate to People > Accounts
  2. Put their bad email address in the search box
  3. If an account is found, click the Edit button in the Actions column
  4. Change the Email field to the correct email address
  5. Click the "Save Changes" button

From there, you should update records for whatever they purchased:

Orders for Physical or Digital Products

  1. Navigate to Orders
  2. Type the bad email into the search bar
  3. Edit the Order(s) that are found
  4. Change the Email field
  5. Click the "Save Changes" button at the bottom of the page

Members

  1. Navigate to Membership > Members
  2. Find the person's name in the "Member Name" column
  3. Click the Edit button under Actions
  4. Change the Email field in the Member Contact box
  5. Click the "Save Changes" button

Consultations

  1. Navigate to Consulting > Schedule
  2. Find the slot that they signed up for (reference the email you received when they signed up)
  3. Click on the time block
  4. Click the Edit button
  5. Change the Email field
  6. Click the "Save Changes" button

 

*NOTE: If we receive too many bounced emails, it can seriously affect deliverability and we reserve the right to temporarily disable your account until the problem is solved.