Tips and Tricks: Export Customer Information
October 11, 2017
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If you want to remarket to your customers, and own your database we can show you how to export your Customer List to import it into other programs such as MailChimp or MyGuestList. Turn your booking list into a recurrent booking list and market back to your customers.
TAKE CONTROL OF YOUR VENUE BACK.
1. Open up your BooKBooK Application and click on "Settings".
2. Then click on "Customer List".
3. This will open up your Customer List.
This will bring up all your customer data, however, ours has no details in it as it is a demonstration list.
4. You then Right Click on any of the customers it will give you the two options. Click on "Export Grid".
5. A "Save As" option will appear. You can change the file type depending on whether you need a .csv or .xls file. Input the name into the "File name" section.
6. You can find the file in the location that you saved it on your computer.
7. Opening up the file you can view the contents which include name, email, phone, and address.
From here you can import this file into any application that you use to send your promotional material. If you're looking for a marketing and loyalty program, check out www.zenglobal.net for a superior solution.
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