How do I filter the Customer list?
To filter the Customer list, choose Customers > List
To the right of the screen are the filter options:
Field | |
Description | |
Inactive | |
Use the drop-down options to filter Customers with no Reservations in the time period options | |
OR | |
Enter a date in the Inactive from and Inactive to fields to filter Customers with no Reservations in the nominated date range | |
Active | |
Use the drop-down options to filter Customers with Reservations in the time period options | |
OR | |
Enter a date in the Active from and Active to fields to filter Customers with Reservations in the nominated date range | |
New Customers | |
Use the drop-down options to filter all Customers who have joined your account within the time period options | |
OR | |
Enter a date in the New from and New to fields to filter all Customers who have joined your account within the nominated date range | |
Has No Shows | |
Use the checkbox to filter all Customers who have no-shows | |
OR | |
Enter a date in the No-shows from and No-shows to fields to filter all Customers who have no-shows within the nominated date range | |
Has Cancellation | |
Use the checkbox to filter all Customers who have cancellations | |
OR | |
Enter a date in the Cancellations from and Cancellations to fields to filter all Customers who have cancellations within the nominated date range | |
No Future Reservations | |
Use the checkbox to filter all Customers with no future Reservations | |
Has Future Reservations | Use the checkbox to filter all Customers with future Reservations |
Employees | |
Select the checkbox against the Employee/s name to filter all Customers who have Reservations with these Employees | |
Services | |
Select the checkbox against the Service/s name to filter all Customers who have Reservations with these Services | |
Leave this section set to Ignore, or | |
Select from the options to filter Customers who: |
- Have an email address
- Do not have an email address | | Phone | Leave this section set to Ignore, or Select from the options to filter Customers who:
- Have a phone number
- Do not have a phone number | | Gender | Leave this section set to Ignore, or Select from the options to filter Customers who:
- Have not specified a gender
- Are female
- Are male | | Has Photo | Select this checkbox to filter by all Customers who have a photo attached to their file | | Archived | Select this checkbox to filter by all deleted Customers | | Duplicate | Select this checkbox to filter by all duplicate Customers | | Email Bounced | Select this checkbox to filter by all Customers whose emails have bounced | | Loyalty Points | Leave this section set to Ignore, or Select from the options to filter Customer who:
- Have loyalty points
- Do not have loyalty points | | Privacy Consent | Leave this section set to **Ignore,**or select from the options to filter Customers with the following Privacy consent statuses:- Consent Accepted- Consent Declined- Consent Not Obtained | | Marketing Consent | Leave this section set to **Ignore,**or select from the options to filter Customers with the following Marketing consent statuses:- Consent Accepted- Consent Declined- Consent Not Obtained | | Mass Email Unsubscribed | Select this checkbox to filter by all Customers who have unsubscribed to mass emails | | Mass SMS Unsubscribed | Select this checkbox to filter by all Customers who have unsubscribed to mass SMS | | Forms filled | Use the checkboxes to filter by all Customers who have filled in the selected forms | | Forms requested | Use the checkboxes to filter by all Customers who have been sent a request to complete the selected forms | | Forms not filled | Use the checkboxes to filter by all Customers who have not filled in the selected forms | | Match all | This checkbox is preselected Selected = Customers who match all filter criteria will appear Deselected = Customers who match any filter criteria will appear |
Choose Filter to apply filter results to Customer list
Choose Export Results to export filter results to CSV
Choose Resetto reset filter options
To send a Marketing campaign:
Once your Customer list is filtered, you may choose to send a Marketing campaign to the Customers matching the filter results.
To do this, simply select All customers in the resulting list
To send a Mass Email Marketing campaign, click Send Email at the bottom of the list
You will be re-directed to the Mass Email section, with the recipients pre-populated with your filter results. See: How do I send an email marketing campaign?
To send a Mass SMS Marketing Campaign, click Send SMS at the bottom of the list
You will be re-directed to the Mass SMS section, with the recipients pre-populated with your filter results. See How do I send an SMS marketing campaign?