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 - 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.


Ordering results

Once you've run a search, you can order your results using the following options:

  • Latest booking/event

  • Last/first name

  • 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.


Your results

The system splits the results (as shown below) into three columns:

  • Customer name and email (if given). The blue hyperlinked email links through to the customer's profile page

  • Booking statistics

  • Attendee information. If you haven't asked for details in a booking form or attendee details were skipped during an admin booking, this column will be blank.


Exports

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).

  • Your .csv export will include all associated stats featured on the customer list, class pass information, and 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). 

You can easily import these .csv exports to Excel, Google Docs, or other spreadsheet apps. Click here to learn how to import your .csv list to Mailchimp.



Useful reports to run


To note

  • 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.

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