The Customer List shows you key statistics on your attendees and all their latest responses from your booking forms. All of this information can be searched, filtered and ordered to give you customised lists and reports.
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 you're set up for that properly here.
- Any field included in your booking forms. This could include 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. Just click the drop down menu (screenshot below), select your filter and then click the green add button. In the example below Attendance date and Email status are being used.
Once you've run a search, you can order your results using the following options:
- By latest booking or event attended
- By last name (or first if no surname given)
- By when the customer was first seen on your account
- By total lifetime bookings
- By total lifetime attendances
- By total lifetime spend on bookings
To order, just click the 'Ordering' drop down menu, select your choice and then click search to reorder your results. You can also order in reverse by ticking the 'Reverse' box.
The results (as shown below) are split into three columns:
- Customer name and email (if given). This links through to the customer's profile page
- Booking statistics
- Attendee information. This will be blank if you haven't asked for information 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. Just click on options.
Your .csv export will include all of the associated stats featured on the customer list, class pass information and all booking form responses. 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).
These .csv exports can easily be imported to Excel, Google Docs or any other spreadsheet app. Click 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 on 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