1 00:00:00,310 --> 00:00:01,310 Hello and welcome! 2 00:00:01,310 --> 00:00:05,540 Today, I am going to show you how to take full advantage of your customer database in 3 00:00:05,540 --> 00:00:06,540 ThunderTix. 4 00:00:06,540 --> 00:00:09,470 Let’s start by heading over to the Customer Tab. 5 00:00:09,470 --> 00:00:14,750 Whenever a customer purchases a ticket, they are automatically added to your customer database. 6 00:00:14,750 --> 00:00:18,320 A second method to add a customer is to add them manually. 7 00:00:18,320 --> 00:00:23,289 Once a customer exists with their email address, we will associate all future purchases to 8 00:00:23,289 --> 00:00:27,500 that customer when an order is processed with that same email address. 9 00:00:27,500 --> 00:00:32,860 Finally, we can import an existing spreadsheet of customers from your own files. 10 00:00:32,860 --> 00:00:38,100 Click the “Import Customers” icon, download the template, and follow these instructions. 11 00:00:38,100 --> 00:00:43,320 The customer information page is a vital tool that allows you to easily search for customers, 12 00:00:43,320 --> 00:00:47,980 edit customer details, hone in on customer data for marketing purposes, and more. 13 00:00:47,980 --> 00:00:50,670 Let’s examine the various searches available. 14 00:00:50,670 --> 00:00:57,170 You can search for customers by email, name, phone number, address, or company. 15 00:00:57,170 --> 00:01:00,210 The search can be as strict or as broad as you need. 16 00:01:00,210 --> 00:01:04,539 All you have to do is enter your desired search criteria and click search. 17 00:01:04,539 --> 00:01:09,780 You can refine your search by adding additional information here or by clicking this button 18 00:01:09,780 --> 00:01:14,329 if you want your results to only list customers who opt-in to receive emails. 19 00:01:14,329 --> 00:01:18,800 To organize your results, click these arrows to see the information presented in 20 00:01:18,800 --> 00:01:20,810 alphabetical order. 21 00:01:20,810 --> 00:01:23,149 On the left, we offer various search types. 22 00:01:23,149 --> 00:01:27,700 You can search using order history by entering a minimum number of orders your patrons have 23 00:01:27,700 --> 00:01:33,350 made, the minimum amount of money spent, and a minimum number of tickets purchased overall. 24 00:01:33,350 --> 00:01:36,200 Enter in your desired date values and click enter. 25 00:01:36,200 --> 00:01:40,189 When you search by event purchase, you can find customers who have bought tickets to 26 00:01:40,189 --> 00:01:43,240 one event but have not yet bought tickets to a different event. 27 00:01:43,240 --> 00:01:44,240 This allows you to find customers who bought tickets to a performance in the past, but 28 00:01:44,240 --> 00:01:45,240 have not yet purchased tickets to an upcoming performance. 29 00:01:45,240 --> 00:01:48,709 Export the results and send to your favorite mass email platform, or use our integrated 30 00:01:48,709 --> 00:01:51,520 email program, to advertise your performance. 31 00:01:51,520 --> 00:01:56,079 You can further refine results by entering a date range to find customers that not only 32 00:01:56,079 --> 00:02:00,179 attended an event, but attended within a specified time frame. 33 00:02:00,179 --> 00:02:04,850 When you search by genre or classification, you can find customers who attended events 34 00:02:04,850 --> 00:02:06,859 that belong to specific genres. 35 00:02:06,859 --> 00:02:11,140 To search by genre, your events must already have genres linked to them. 36 00:02:11,140 --> 00:02:15,000 You can add custom genres to any event by managing an event and clicking on the 37 00:02:15,000 --> 00:02:18,150 marketing tab and assigning a genre. 38 00:02:18,150 --> 00:02:22,420 You can also edit any genre name right here by clicking on your phrase. 39 00:02:22,420 --> 00:02:26,120 Next is the ability to search by customer classifications. 40 00:02:26,120 --> 00:02:30,720 In order to do this, you must have at least one customer classification created. 41 00:02:30,720 --> 00:02:35,430 If you accept donations either with events, or as a stand-alone function through fundraising 42 00:02:35,430 --> 00:02:40,209 campaigns, we automatically tag customers as “donors” if they’ve ever donated 43 00:02:40,209 --> 00:02:41,549 at least once. 44 00:02:41,549 --> 00:02:47,720 Beyond donors, you might create classifications like Season Subscriber, Member, Volunteer, 45 00:02:47,720 --> 00:02:49,420 Staff, etc. 46 00:02:49,420 --> 00:02:53,430 To set classifications, click Edit for any customer here. 47 00:02:53,430 --> 00:02:58,360 Similar to the Event Purchase above, searching by what a customer has not yet purchased will 48 00:02:58,360 --> 00:03:02,750 find customers who have bought tickets to events of certain genres but have not yet 49 00:03:02,750 --> 00:03:05,170 bought tickets to a specific event. 50 00:03:05,170 --> 00:03:10,040 The donation history tab allows you to search for customers who donated while making a ticket 51 00:03:10,040 --> 00:03:13,890 purchase or who donated to one of your fundraising campaigns. 52 00:03:13,890 --> 00:03:19,730 Select LYBUNT for donors who have given Last Year But Unfortunately Not This year. 53 00:03:19,730 --> 00:03:25,370 Select SYBUNT for donors who have given Some Year But Unfortunately Not This year. 54 00:03:25,370 --> 00:03:29,099 Or find a list of all customers that have never donated before. 55 00:03:29,099 --> 00:03:33,939 Finally, click this if you want to find customers that have donated or have donated at least 56 00:03:33,939 --> 00:03:35,650 X amount of times. 57 00:03:35,650 --> 00:03:40,450 Once you are satisfied with your search, you can export the results as a .CSV file, which 58 00:03:40,450 --> 00:03:46,409 can be used in your desired spreadsheet software such as Microsoft Excel or Google Sheets. 59 00:03:46,409 --> 00:03:51,020 Or use our integrated mass email platform to use your results for advertising, donor 60 00:03:51,020 --> 00:03:53,510 outreach or other communication. 61 00:03:53,510 --> 00:03:58,780 Alternatively, export your customer information into Constant Contact or Mailchimp for easy 62 00:03:58,780 --> 00:04:03,690 access to solicit additional donations from your customer and donor base. 63 00:04:03,690 --> 00:04:08,300 To view all detailed information for one customer, click the eye icon. 64 00:04:08,300 --> 00:04:14,340 Here you can view the history of all orders, e-gift cards, reservations, donations, and 65 00:04:14,340 --> 00:04:19,530 details from their customer profile, like the billing and shipping address, phone number, 66 00:04:19,530 --> 00:04:20,530 and more. 67 00:04:20,530 --> 00:04:23,000 You can change, edit, or add to any customer’s information 68 00:04:23,000 --> 00:04:25,770 from the customer page here. 69 00:04:25,770 --> 00:04:30,430 You can add classifications to customers, create new custom classifications, and add 70 00:04:30,430 --> 00:04:32,470 notes about a customer at any time. 71 00:04:32,470 --> 00:04:36,900 We’ll track when each note was added as well as which box office agent created the 72 00:04:36,900 --> 00:04:38,040 memo. 73 00:04:38,040 --> 00:04:43,050 Merge together any duplicate profiles with our Possible Duplicates report. 74 00:04:43,050 --> 00:04:47,990 Select the multiple profiles and merge them together to automatically retain all information 75 00:04:47,990 --> 00:04:50,910 from the duplicate customer profiles. 76 00:04:50,910 --> 00:04:55,639 Customers will automatically be connected to the merged customer profile at checkout. 77 00:04:55,639 --> 00:04:59,470 Alright, we have finished covering the customer database features. 78 00:04:59,470 --> 00:05:02,000 If you have any questions, we invite you to view our how-to guides, 79 00:05:02,000 --> 00:05:04,730 and visit our support forum. 80 00:05:04,730 --> 00:05:05,150 Thank you for watching!