Latest Updates To Pinnacle Ai CRM

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Capture Country Zip Code For NMI Authorize Net

February 21, 20241 min read

Introducing a powerful enhancement to our CRM system: Now seamlessly capture customer country and zip code information alongside credit card details on the order form page. This feature not only streamlines the checkout process but also empowers businesses with enhanced customer data for more targeted marketing efforts.

Capture Country & Zip Code For NMI & Authorize Net: Capture Country and Zip Code with Credit Card Information on the Order Form Page.

⭐️ Why Does It Matter To Your Business?

  • Enhanced Customer Data: Gather valuable customer information, including country and zip code, seamlessly during the order process.

  • Improved Targeting: Use location data to tailor marketing efforts and promotions based on customer demographics.

  • Streamlined Checkout: Simplify the ordering experience for customers by collecting all necessary information on a single page.

⭐️ How Capture Country & Zip Code For NMI & Authorize Net:

  1. Access the sites tab from the left navigation menu and go to funnels > + new funnel. Or edit an existing one.

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  2. Now choose to create from blank or use a template.

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  3. Now click on edit button to enter the funnel builder.

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  4. Click on the “+” button to add a section of required size.

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  5. Add a row with the required number of columns.

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  6. Now Add the “Order Element” from the elements list.

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  7. After adding the order form element now go to Advanced settings. Scroll down and turn on the " Postal Code and Country " toggle.

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  8. After turning on the toggle you can see the respective fields added to your order form.

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    By implementing this feature, you can effortlessly enhance your customer data, target your audience more effectively, and streamline the checkout process for improved user experience.

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Pinnacle Ai

Pinnacle AI, founded by Charles Higgins, specializes in customer relationship management (CRM) solutions. It aims to provide intuitive and powerful CRM software for businesses of all sizes, focusing on simplification and efficiency. Leveraging AI and machine learning, Pinnacle AI's platform offers automation, data analytics, and customer insights to enhance business-customer relationships. The company's core values include honesty, integrity, teamwork, and personal growth, fostering a culture of collaboration and ethical practices. Pinnacle AI stands out for its user-friendly approach and commitment to innovation in the CRM sector.

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