Managing customer data
You may use the address data of your voucher and ticket purchasers who have subscribed to your newsletter and confirmed their subscription via double opt-in for marketing campaigns.
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Managing customer data
Customer Management tools allow you to view all Online Shop customers as well as all customer details entered via on-site sales. In the menu of the e-guma Voucher or Ticketing System, select Customers -> Manage.
Search for customers
You can search for customers by the following filters: Customer No., Company, E-Mail, Name and Location.
Click on the Search button to confirm your entries.
Editing customer data
By clicking on the customer number, you can edit customer details, view all voucher and/or ticket orders and, if available, view the customer’s history.
Add a note to the customer
You can enter a note to the customer. This note will be displayed during on-site sales of vouchers and tickets.
As soon as you select a customer for whom a note is stored during the on-site sale of a voucher or ticket, this note is displayed. The note is displayed immediately below the customer's search entry.
Exporting customer data
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In the menu of the e-guma Voucher or Ticketing System, select Customers -> Export.
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These options allow you to decide which filters you would like to use to export the customer data: Newsletter subscription, Newsletter confirmed with double opt-in (required if contacts are transferred to newsletter software), E-mail address, voucher orders or ticket orders.
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By clicking on Export, an Excel file will be generated, which you can now use for your marketing campaign.
Excel export demo
Download a sample Excel export from our Beethoven Palace demo account here: Customer data exported to Excel.
Import customers
You can import existing customer data into e-guma. Customer imports are carried out by the e-guma support team. Please contact us if you are interested.
Template
The data must be prepared according to our import template. All fields are optional.
| Column | Description |
| Salutation | Salutations must be provided in German (Herr/Frau) or English (Mr/Mrs). If the field is left empty, the neutral salutation will be used.
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| First name |
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| Last name |
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| Company |
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| Department |
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| Street and house number |
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| Address line 2
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| ZIP / Postal code |
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| City |
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| Country | CH, DE, etc. |
| Phone | |
| Note |
Customer import template
Download the customer import template.
Costs
The cost of importing customer data is CHF 450.00 / EUR 450.00 per import.
Merge customers
It is possible for the same person to have multiple customer profiles. This may happen, for example, if a different email address is used, if the spelling of the name varies, or if other customer details differ. In this case, you can merge the customer profiles.
Select the customer profile that should be retained and click the Merge customers function.
Then enter the customer number of the other customer profile:
The customer profiles will then be merged, all previous voucher orders will be transferred, and the entered customer profile will be deleted.