Every time a ticket is purchased or named, the individuals associated with that transaction will automatically be included in your customer database. If you have an existing database, you can import this into Flicket. You can also export your database.
You can search customers in the customer tab and click into their profile to find out various bits of information including their customer details, orders, tickets, memberships, activity and also create orders for them straight from their customer.
Customer Profile
- The 'Customer Information' tab includes the following information:
- Name
- Points summary
- Date of Birth
- Phone Number
- Address
- Life Time Value (total order
- Tags
- Marketing preferences
- Notes
You can edit this information at any time.
- The 'Orders' tab includes a list of all orders this customer has made. Completed orders are successful orders that have been paid for. Expired orders and purchase attempts that have not been completed and paid for. And pending orders are orders that are in the process of being completed (started but not paid for yet).
You can create order's from this page on a customer profile. The advantage to doing this, is that the system will recognise this customers information and autofill in the customer details fields with this customer's information.
For more information on orders, please refer to our orders how to guide
- The 'tickets' tab contains a list of all tickets the customer has purchased, including those for other people. If you click on a ticket, this will take you to the customer side where you can edit the ticket and see the QR code
- The 'memberships' tab contains all the memberships for the customer. If you click on a membership, this will take you to the customer side where you can edit the membership and see the QR code.
- The 'Credits' tab contains information on how many credits a customer has. You can update credits manually y editing the amount in this tab. Alternatively, you can bulk edit credits using the import customers function.
- The 'Activity' tab contains notes on all the activity the customer makes on the platform.
How to Import Customers
1. Head to the customer's tab & select 'Import Data'
2. Select 'Template' to download the import users template
3. Fill in the template. Email is required, other fields are optional.
First name, last name, email, gender, opt into marketing, DOB, phone number, city, address, country, postcode, company, tags, credits
Save as a CSV file.
4. Go back to the flicket site, upload your CSV, then select 'Submit'
You have now successfully imported customers into your database. You will receive an email letting you know which customers were successfully uploaded. If some failed, you may need to amend your CSV and try again.
**Note: If you import a customer that already exists in the system, then the details on the mst recent customer import will override any existing details for that customer. EG:
How to Export Customers
1. Go the customers tab and select 'export data'
2. If you want to export your entire database leave the filters blank and select proceed. Otherwise, you can filter by event, releases and dates.
This will download a list of your customers.