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Best Practices for Data Management
Recommended practices for maintaining accurate and up-to-date customer information.
Follow these best practices to ensure your customer data remains accurate and up-to-date:
- Update expiring cards
- Proactively update cards before expiration to prevent failed transactions.
- Verify billing addresses
- Ensure addresses match card statements to reduce payment declines.
- Set appropriate defaults
- Make the most frequently used card and address the default.
- Remove unused items
- Delete old cards and addresses to keep profiles clean.
- Double-check emails
- Verify email accuracy so customers receive receipts and notifications.