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Engage your customers with an effective communication plan
Engage your customers with an effective communication plan

How the Customer List can help you to use the information you have collected from customers

Anni avatar
Written by Anni
Updated over 2 weeks ago

Whether you're a beginner or have an established business, it's important to consider what information to collect, why, and how to use it effectively.

This article covers:


Asking the right questions

You can fully customise your booking forms by adding different types of fields to collect the information you need. For example:

  • Getting your customers to agree to your T&Cs

  • Confirming dietary restrictions

  • Signing a waiver

  • Giving permission for pictures to be taken during the event

Collecting consent beforehand using the booking form is a great time-saver, as gaining it after the event can be difficult.

Additional ideas ✨

  • Birthday rewards: You can collect customers' dates of birth to reward them with a voucher on their birthdays.

  • Competitions and prize draws: Running a competition or prize draw? Include a question in the booking form for customers to answer.


Tidying up your data

It's good practice to ensure that your email list is tidy. We quickly identify if an email address is invalid, and you can filter your search to find them.

To do this:

  1. Select Customers from the left-hand menu on your account.

  2. Select the Filter by drop-down menu, Email status, Add and Search to generate the results:

    Customers tab search bar with an arrow pointing at the 'Add' button and 'Search' button

There may be some apparent typos that you can correct straight away. For example:

Customers tab with an arrow pointing at the 'Invalid email' message under a customers email address

Occasionally, emails aren’t marked as ‘invalid’ because their formatting seems correct, even though there may be a mistake.

To ensure accuracy, it's a good idea to double-check these details, and you might also want to confirm with the customer before updating their information.

💡 If an email isn't marked as 'Invalid' but is incorrect, there might be a restriction, possibly due to GDPR rules. In such cases, please reach out to the support team through live chat or email at support@bookwhen.com.


Engaging

There are many reasons you might want to engage with your customers, such as:

  • Rewarding loyal customers or reconnecting with those who haven’t attended a class in a while

  • Promoting a special upcoming event

  • Offering a time-limited discount

  • Celebrating significant anniversaries or birthdays

  • Requesting testimonials

These are all excellent ways to show your customers you care while also promoting your business.

Make sure you follow the rules and leverage your customer information for the best results.

✨ Don’t hesitate to think outside the box. With email inboxes overflowing with messages, embracing your individuality and keeping it personal will make your communication stand out!


Exporting the customer list

To export the Customer List:

  1. Select Customers from the left-hand menu on your account.

  2. Add any required filters in the search bar and select Search to generate the results.

  3. Select the Options drop-down menu, then Export customers (CSV):

    Customer tab with arrow pointing at the 'Export customers (CSV)' option within the 'Options' drop-down menu

  4. This downloads a CSV file that you can open in a spreadsheet software of your choosing (Google Sheets, Excel, etc.).

You can also import the list into tools like Mailchimp or use the email addresses directly in a regular email.

You can then send those customers a targeted email, such as:

"Hey! We've not seen you in a class for a while, so here's a 20% discount to welcome you back on your next booking."

💡 If you are sending promotional emails, please be aware of GDPR rules and gathering consent.


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

Thank you! 🕺

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