Mr Create

Your Business

Customers

Keep a simple record of your customers alongside everything you create.

Every business in Mr Create has its own Customers tab — a simple contact list where you can jot people down before their details get lost. Each record holds a first name, last name, email, phone number, and notes.

Nothing on this tab draws from your credit balance: adding, editing, searching, and exporting customers are all free — sending them a campaign is the part that costs credits.

Add a customer by typing a sentence#

The fastest way to add someone is to describe them in plain language and let the AI sort the details into fields.

  1. In your workspace sidebar, click Customers.
  2. Type a description into the large box at the top — for example, "Add Jane Doe, jane@acme.com, 555-123-4567, met at the trade show…".
  3. Click the round arrow button, or press ⌘ Enter (Mac) or Ctrl Enter (Windows).

The AI picks out the name, email, and phone number, and anything extra — how you met, what they're interested in — goes into the notes. It only records what you actually wrote; it never invents details. If it can't find any customer details in your sentence, you'll see a message asking you to include a name, email, or phone number and try again.

Add a customer manually#

If you'd rather fill in the fields yourself:

  1. Click Add manually at the top right of the list.
  2. Fill in any of First name, Last name, Email, Phone, and Notes — every field is optional, but you need at least a name, email, or phone number to save.
  3. Click Add customer.

Import a CSV file#

If your contacts already live in a spreadsheet — an export from another tool, a sign-up sheet, a list you've been keeping — you can bring them in all at once.

  1. Click Import CSV at the top right of the list.
  2. Click Choose a CSV file and pick your file — up to 2,000 rows and 2 MB per import.
  3. Match the file's columns to customer fields. Mr Create guesses the matching from your header row; adjust any field with its dropdown, or set it to Not in this file. A Full name column is split into first and last names automatically.
  4. Check the preview of the first few rows, then click the import button (e.g. Import 200 rows — it shows the row count).

Rows are skipped rather than duplicated or rejected: a row whose email address is already in your list (or appears earlier in the same file) is skipped, as are rows with an invalid email address and empty rows. After the import you'll see exactly how many were added and why any were skipped.

Tip

If your file has more than 2,000 rows, split it and import it in parts.

Search your list#

Once you have at least one customer, a search box appears ("Search by name, email, phone, or notes…"). It filters as you type across all four of those fields, and the header shows how many records match. Email addresses and phone numbers in the table are clickable, so you can start a message or a call straight from the list.

Edit or delete a customer#

To edit, click the pencil icon on a row, change what you need, and click Save changes. Saving writes all five fields, so clearing a field in the dialog removes that value from the record.

To delete, click the trash icon and confirm. Deleting is permanent — there's no way to restore a deleted customer.

Export to CSV#

Click Export CSV to download your list as a spreadsheet file with columns for first name, last name, email, phone, notes, and the date each customer was added.

Note

The export includes only the rows currently shown. If a search is active, you'll get just the matching customers — clear the search first to export everyone.

On businesses with the Bookings tab (rolling out gradually), visitors who send a form through your published site are added automatically — those records carry a From booking chip, while ones you added yourself show Manually added.

Who can receive an email campaign#

Your Customers list is the audience for email campaigns. A campaign goes to every customer you added yourself who has an email address. Three groups are skipped automatically, and the send screen tells you how many and why:

  • Customers added from a site form (the From booking chip) — they contacted you, they didn't sign up for marketing.
  • Anyone who has unsubscribed.
  • Addresses that bounced on an earlier send.
  • Filling in your business profile helps the AI write better sites, posts, and documents.
  • On a shared business, teammates need access to the Customers tab before they can see or change the list — see Team & collaboration.