Customers and customer lists

Manage your customer base, add new customers, and build dynamic or static lists to target the right audience for marketing and communication.

👥 All Customers

You can access the Customers tab from the main sidebar. This view provides a detailed overview of all registered or manually created customers linked to your venue.

Information Available for Each Customer:

Field	Description
Name	Customer's full name (with avatar if available)
Email	Email address for communication and account identification
Phone number	Optional, used for direct contact
Reservations	Total number of bookings made by the customer
Lifetime value	Total revenue generated by the customer
Customer since	First interaction date
Customer no.	Internal customer ID
Tags	Manual labels (e.g. "New customer") to organize customers

You can search for customers using the top right search bar.

➕ Creating a Customer

If a customer does not exist in the system, you can manually add them.

Steps to Create a Customer:

Go to Customers → click Create customer
Fill in the following fields:
- First name (required)
- Last name (required)
- Email address (required)
- Phone number (optional)
Click Create

💡 If the email is linked to an existing Thril user, it will automatically associate that account with your venue.

📋 Customer Lists

Customer Lists are part of the Marketing toolkit in Thril and are accessible via the Customer lists section in the sidebar.

Lists allow you to:

Group customers dynamically based on criteria
Export lists for campaigns
Sync participants for announcements

Types of Lists

Type	Description
Dynamic	Auto-updates based on filters (e.g., all customers with >0 bookings)
Static	Fixed selection of customers at the time of list creation

⚙️ Creating and Editing Lists

To create a list:

Go to Customer lists → click Create list
Set:
- List name
- Description
- List type: Dynamic or Static
Add filters for dynamic lists:
- Example:
  - Group 1: Email marketing consent = Accepted
  - OR
  - Group 2: Number of reservations > 0
Preview results on the right side
Click Next, review participants, and Save list

You can always edit filters or change the name/description later.

👀 Viewing List Participants

From the Customer Lists tab:

Click on a list to open its Details
Navigate to Participants tab
You’ll see the list of customers who currently match the filters (for dynamic lists) or who were added (for static lists)

Each participant shows:

Name
Email
Phone
Date added

📤 Importing Customers

You can also import customers using the Import CSV button in the All Customers view.

CSV Requirements:

Columns: First name, Last name, Email, Phone number (optional)
Duplicate emails will update existing records

✅ Use Cases

Build a list of active customers (e.g., with ≥1 reservation)
Group people with email marketing consent
Create loyalty segments based on lifetime value
Prepare audience lists for upcoming event invitations

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