Just
like selecting customers to email, you can select them and export their
information into Excel® or a Text File. This is useful if you are using another software program to do your
marketing. When you have selected the
customers you want to export, click ‘Export File’. You can then select between 'Export to Text File' or 'Export Excel'.
If you select Export Excel®,
GuestPoint® will automatically download the Excel® file.
Related Articles
Emailing Customers
Once you have made a selection and can see the results from the Customers smart search, you can easily email these customers. You can individually select the ones you want to email, or tick the box at the top of the column to select them all. ...
Customers
Each of the three Customer Tabs provides the same functionality. To simplify, we will focus on the Guests Tab, but most options are available in Companies and Agents. Inside the Guests folder, you can search for any guest. Just type in part ...
Introduction to the Customers Tab
The Customers tab is the place to access information about your customers and communicate with them. You can also deal with any duplicate records. Customers are divided into three groups: 1. Guests– these are the guests who stay in your ...
Customer Statistics
From the Overview tab, you get instant statistical information about your customers. There are three sets of statistics and these are broken up for Companies and Guests. The ‘Top By Revenue’ shows how much a customer has spent with you ...
Merge/Delete Records
From the Customers tab you can merge and delete duplicate records for Guests, Companies and Agents. Search for and select the duplicate records then click ‘Merge/Delete Records’. You have the option of selecting the record to keep and the ...