The Customer List shows you key statistics on your attendees and all their latest responses from your booking forms. This information can be searched, filtered, and ordered to give you customised lists and reports.
This article covers:
Filtering your results
You can filter by:
Attendance date - Search for customers based on when they attended an event.
Booking date - Search for customers based on when they booked an event.
Email status - Gives you options to search by whether an email exists for a customer and whether it's valid.
Child status - Useful for filtering between adult and child attendees. If you have child attendees, make sure your entry is set up for that properly here.
Any field included in your booking forms - This could consist of fields such as consent to marketing, age, dietary requirements, or anything else you might have asked in your booking forms.
You can add multiple filters to your search. Select the drop-down menu under Filter by and then select the green Add button.
In this example, you can see Attendance date, Email status, Booked between, and Child status.
Once you've run a search, you can order your results using the following options:
First seen - When the customer was first seen on your account
Total bookings - Total lifetime bookings
Total attendances - Total lifetime attendances
Amount spent - Total lifetime spend on bookings
Select the drop-down menu under Ordering and select your choice to order the search. Then choose Search to reorder your results. You can also order in reverse by ticking the Reverse box.
The system splits the results (as shown below) into three columns:
Customer name and email (if given). The blue hyperlinked email links to the customer's profile page
Attendee information. This column will be blank if you haven't asked for details in a booking form or attendee details were skipped during an admin booking.
Once you've completed a search, you can export the corresponding information in a .csv file or extract the email addresses. To do this, select Options, then Export customers (CSV).
Yes/no questions (such as consent to marketing or T&C's) will be represented either as blank (no response), 1 (Yes), or 0 (No).
You can easily import these .csv exports to Excel, Google Docs, or other spreadsheet apps. See here to learn how to import your .csv list to Mailchimp.
Useful reports to run
Search for invalid emails to fix and update
Export a list of emails for e-marketing, filtering whether they consented to marketing. If you haven't already, learn how to add these fields to your booking forms here
Find your most valuable customers
Find your most attended customers
Search for results on any of your booking form questions
The customer list and report can only filter on Customer fields, attendee fields, or consent fields. You can find any data captured in the Booking or Ticket fields on the bookings or attendance exports. You can find more information on booking and attendance reporting here.