A List of New Customers
Option 1: Manager Alert
You can set up an Alert on your manager home page which will show you all the new customers that day, with an option to map them! Using the Manager Alert feature, you can have this automatically emailed to you daily. Then send them a personal welcome or thank you!
Learn more about how to customize your manager alerts and set up email notifications in this article.
Option 2: List of New Customers
Use the Advanced Search feature on Manage > Customers to find new customers in the past day, week or month.
Navigate to Manager Home > Customer and click the "Advanced Search" button.
Scroll down to the "First Order" Section under Order History. Activate this criteria by selecting "AND". Specify your date range - here I am searching for customers who are new in the last 30 days.
Click Search. Once you have your results, use the "Output List" button to export the list. You can then send a mailer or e-mail to these customers.
Learn more about the Advanced Search and Output List functions in this article.
Looking for an automated way to thank and reward new customers? Thr!ve Loyalty can e-mail or text them with a special offer automatically. Learn more about it here.
Got questions you can't find the answer to here? Let us know so we can improve the help system!