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Using the Customer list to manage customers

How to navigate, run searches and export from the customer list

Anni avatar
Written by Anni
Updated over a week ago

The Customer List shows your customer statistics and their latest responses captured from your booking forms. You can search, filter, and organise this information to generate customised lists and reports.

This article covers:


Filtering your search

To filter your search, select the Filter by drop-down menu, the required search criteria, then Add:

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

Search by whether an email exists for a customer and if it's valid.

Child status

Useful for filtering between adult and child attendees.

Customer group

Search for customers in specific customer groups.

Membership

Search for customers in a specific membership.

Membership status

Search for customers by status of membership (active/cancelled/due to cancel/payment failed)

Membership number

Search for customers by membership number.

  • You can also filter your search using any other field included in your booking forms, such as consent to marketing, age, dietary requirements, or anything else you might have asked in your booking forms.

Adding multiple filters

You can add multiple filters to your search. Select the drop-down menu under Filter by and then select the Add button.

For example, in the screenshot below, the filters used are 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 attendance

  • Amount spent - Total lifetime spent on bookings

To do this, select the drop-down menu under Ordering and choose how you'd like to order the search.

Then select Search to reorder your results. You can also order in reverse by ticking the Reverse box.


Your results

The system splits the results into three columns:

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

  • Booking statistics

  • Attendee information

    • This column will be blank if you haven't asked for details in a booking form or attendee details were skipped during a manual admin booking.


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, booking form responses and pass information (pass reporting).

  • Yes/no questions (such as consent to marketing or T&Cs) will show as:

    • Blank (no response)

    • 1 (Yes)

    • 0 (No)

✨ You can use this report to import your 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.

  • Find customers who have been attending your events for the longest

  • Find your most attended customers

  • Search for results on any of your booking form questions 

💡 Please note: The customer list and report filter only on customer, attendee, or consent fields. For data captured in booking or ticket fields, please refer to the attendance exports.


💬 Any questions or feedback? There are two ways to get in touch:

Thank you! 🕺

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