Building a List - Customer Profiles
⏱︎ 3 minutes
There are 3 ways to build a List - Purchase History (based on orders made across both log in accounts or guest account), Customer Profiles (based on traits within login accounts only), or Upload a Custom List (where you can import your own contact list and use it to make a List within BookTix).
This article will be on using the CUSTOMER PROFILES option.
2. Click CREATE NEW LIST.
3. Click CUSTOMER PROFILES, then CONTINUE.
4. Choose ANY or EVERY Filter.
If you wish to include multiple events or purchase types in your list, and your filter is set to EVERY contact, then the contact must have purchased from BOTH events. If your filter is set to ANY, then the contact can have purchased either of your events or purchase types that you are including in the list.
5. Click the BLUE + and search for Customer Details. Click ADD TO SEARCH when complete.
The data you can search by includes: Last Name, First Name, Address 1, Address 2, City, Zip, Country/State, Phone, Email, or a BookTix Tag.
6. Click the BLUE + and search for Purchase Type. Click ADD TO SEARCH when complete.
a. under ACTIVITY choose if the customer Purchased or Did Not Purchase.
b.Use TYPE to find the the type of line item you would like to search (ie, Events, Items, etc.).
c. CONDITION can either be ANY (will include ANY event, item, etc. ) or SPECIFIC (will search for SPECIFIC events, items, etc). For example, use this if you want to look specifically at customers who bought Pippin tickets.
Using the SPECIFIC setting
The SPECIFIC setting is how you choose to include SPECIFIC events, items, etc. into the list.
When using EVENT and SPECIFIC settings, you will have a search tool like this:
If using EVENT GENRE, ITEM, PACKAGE, etc. and SPECIFIC settings, the search tool will look like this:
d. Click ADD TO SEARCH.
7. Click the BLUE + and search for Purchase Date Range. Click ADD TO SEARCH when complete.
8. Click the BLUE + and search for Individual Donation amounts. Click ADD TO SEARCH when complete.
9. Click SEARCH on the right side.
10. The results will appear below the search button. Enter the LIST NAME, and click SAVE LIST.
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