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How to create custom contact attributes

This is for sending an email to one person or contact, without the use of a email list that includes one person.

How to send an email to one contact

Change the visible attributes on the contacts page.

How to edit the columns in the contact overview page

How to import loyalty cards (identifiers) from another program

How to import existing loyalty cards

Everything you need to know about contact card numbers and identifiers.

Contact Identifiers

How to Use Filters Properly

Miles Zunker

Advanced Contact Management

Create a custom design with text, images, and links

Business Dashboard

Website

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Create your workspace and invite the people you work with.

Set up your account

Build your first workflow and watch it run end to end.

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Connect the tools your team already uses to bring data in.

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A quick lap of the product so you know where everything lives.

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This prototype demo is aware that you are reading “{title}”. It can point you back to the current article, but a production article-aware Fin contract is still follow-up work.

Prototype article-aware answer

Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

Prototype role-limiting follow-up

This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

Prototype getting-started answer

In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

Prototype integrations answer

In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

Prototype invite-team answer

This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

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