The customer list is a great resource to import into your CRM or email marketing software. It helps you easily filter your customers and sort them by customer lifetime value as well as trips booked, making it easier for you to build effective marketing campaigns and gauge future travel opportunities.
To access the customer list, please select "Payments" from the main menu and "Customers" on the left side.
You can now download a complete report of your customers (both the Buyers and Participants) by clicking on "Export" or can filter the customers based on the following criteria:
Don’t worry if you select multiple filters at the same time - they don’t cancel each other out.
Once you've set desired filters you can download a custom report by clicking on "Export".
Here's what the report covers (you can always filter the report with your spreadsheet software as needed) :
First Name
Last Name
Type - Buyer or Participant
Status - Going, Canceled or Waitlist
Collected (currency) - Amount paid for the trip
Trip Name - Trip(s) they've purchased
Date created - Date the first purchase was made
Alternatively, you can also see the information listed above if you click on the menu (three dots) next to any client. By clicking on the client's name you will be directed to the trip that the client has purchased.
Pro tip: click on "Collected Amount" to sort the customers in descending order. This will help you to track and see the customers that spent the most with you over time!
Note: Your team members can view the Customer List for the trips they have access to. More information can be found here.
Please contact us if you have any questions about the customer list.