⚠️Important: Before downloading the customer data, please make sure you have the user permission to see all sites; otherwise, you won't be able to download it. You must also have the view and download customer permission to access this.
When a customer makes a booking, they have the option to opt in to receive marketing information.
For your full customer data, open your Customer tab and click Download for less than 1000 records or Email if you have more than 1000 records.
📌Note: The report is sent to the email address you're logged in with and is addressed from Access Collins Robot with the subject Download Report. Please make sure you whitelist [email protected].
To see which of your customers have opted in for marketing, follow the steps below:
Click the Customers tab.
If you don't see the Customers tab, please ask your key user to review your permissions.
Click Add Filter, then click Marketing Permissions.
Edit the parameters to filter your customer list by:
Opted in: Pulls a list of all customers that opted in for marketing.
Select the relevant marketing preferences.
Opted out: Pulls a list of customers who previously opted in but later opted out.
From and to dates: The date range that the customer opted in or out.
Click Apply.
If required, add further filters, then click Apply again.
Click Download to CSV for anything under 1000 records or Email for anything over 1000 records.
You can now upload this list to your mailing system.
You can also update a customer's marketing permission within a booking or enquiry.