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Downloading Customer List

Within the Admin Portal you have the ability to download a list of all of your customers! This article contains the following sections:

  1. What the Customer List Contains
  2. How to Download the Customer List

What the Customer List Contains

The Customer List includes all customer accounts with information such as:

  • First & Last Name
  • Email Address
  • Phone
  • Email Opt-in 
  • SMS Opt-in
  • Account Created Date
  • Current Loyalty Balance 
  • Last Purchase Date
  • Lifetime Visits
  • Lifetime Spend Amount
  • Days Since Last Purchase Percentile
  • Average Basket Value
  • Average Basket Value Per Month
  • Purchases per Month
  • Purchases per Month Percentile
  • Average Purchases Per Week
  • User Affiliation
  • Signup Source
  • Reach Location
  • Guest Journey Stage
  • Attrition Risk

This list can be downloaded in the Admin Portal's Analytics Dashboard.
If you do not have access to the Dashboard, please contact your CSM or support@incentivio.com

How to Download the Customer List

The steps below outline how to download the Customer List:

  1. Navigate to Analytics > Dashboard
  2. Click on "Download Customer List"
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    The list may take 5-20 seconds after you click the link to download. 
  3. The file can be found in your "Downloads" Folder and will be named: "restaurantName_Customer_Export_currentDate.csv". 

    Phone numbers are downloaded with an additional ' character, in order to retain their proper format. To remove this character from the column, please follow the below steps:
        • Highlight the column
        • Click "Find & Select"
        • Select "Replace"
        • Enter the ' character for "Find what" and then click "Replace All"
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  4. Filtering the Customer List:
    1. Import the Customer List into Excel or Google Sheets using the Import function: Screen Shot 2024-01-08 at 12.12.08 PM.pngScreen Shot 2024-01-08 at 12.16.21 PM.png
    2. Using this table, you can filter by the particular Columns to find certain information. For example, you can find the "Reach Location" column to find users first purchase location: Screen Shot 2024-01-08 at 12.17.16 PM.png
      Or the "Account Created Date" to find the signup date:
      Screen Shot 2024-01-08 at 12.18.29 PM.pngFor example, to find all users who signed up within a certain date range, use the Excel filter function and set the date range needed:
      Screen Shot 2024-01-08 at 12.20.17 PM.png
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