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Filter Product Pulse Options by Customer Type

Written by ClientSuccess
Updated over 5 months ago

Show certain Product Pulse options on the Success Page based on customer type for quicker selection.

Configuring Pulse Options

  • Navigate to Global Settings ➡️ Customer Types

  • If 'Select All' is selected for all types, products can still be hidden in the Success Page individually. If other products are specified for any type, any hidden products on the Success Page will be overridden with the selected products.

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