Manage Customers

Manage Customers

The settings under the Customers function allows you to search for customers using filter functions, edit columns, edit or delete customer details, and download/ export customer data for offline use or import it individually or by bulk.. This is important for maintaining accurate customer records, supporting targeted marketing campaigns like email blasts, ensuring data privacy compliance, and providing better customer support by quickly accessing or updating attendee information.

Configure your Customers data by following these steps:

1. Search for your Customers by Name (default filter). 

 In this example, let’s search for Juan Dela Cruz. 

2. You can also use the Filter function to search for customer by Email, Customer ID, Mobile Number. 

 In this example, we searched for Juan Dela Cruz by email. 

3. Click “Edit Columns” to manage the fields that you want to include for your customer’s details. 

4. (Optional) If you wish to delete your customer’s data, click the vertical ellipsis (⋮ ) under Actions > Delete. 

5. (Optional) If you wish to export your customer’s data, click the vertical ellipsis (⋮ ) beside the Search by function > Download Customer Summary. Then, select Export Type (either Export as CSV or Sign in with Google). 

 Sample Exported Customer Data: 

6. To import data individually, click “+Create New”. Then, encode details such as Customer Name, Email Address, Country Code and Mobile Number. 

7. To import data in bulk, click the vertical ellipsis (⋮ ) beside the Search by function > Import Customers. 

•  Click “Download Template” to save the template and use it to encode customer data. Then, save the file as .csv. 
    
    
  
  
•  Click “Import” to upload the CSV file of your customer data. Then, view the newly imported data.