Identifying Customers

[MatterMore]

I'd like to identify customers who have visited during a specific timeframe. For example, though I can identify customers who have visited the most or spent the most at my shop, I can't currently identify them in a specific timeframe. I'd like more accurate information (# of visits, $ spent, etc) in the timeframe parameters I'm seeking. We have this ability with sales in reports but we don't have this option when researching customers. (If I'm wrong about that, please let me know.)

[#2]

Your customer directory does allow you to see the most recent visit of a customer as well as how many visits by that same known customer.

Although I hear you want something more specific than just this information, could you tell me a bit more about how this report would look? Sortable by particular dates perhaps? What purpose does this serve that is really useful to your business?

Those kinds of questions make me able to send a compelling case to our teams.

[kellyj]

Your customer directory does allow you to see the most recent visit of a customer as well as how many visits by that same known customer.

Although I hear you want something more specific than just this information, could you tell me a bit more about how this report would look? Sortable by particular dates perhaps? What purpose does this serve that is really useful to your business?

Those kinds of questions make me able to send a compelling case to our teams.

[MatterMore]

For example, I want to see the customer who visited my shop the most during the month of August. I don't need their total visits ever. I only need to know how many times they visited from Aug 1 - Aug 31. Additionally, I'd like to know how much they spent during this month specifically. Currently, I'm given the total amount they have spent at my shop in their lifetime. I'd like to reach out and thank the customers that have visited my shop the most and have spent the most during the month specifically (or week or whatever timeframe I want). Hope this helps.

[kellyj]

@MatterMore

Absolutely helps! Thanks so much for the insight. I'll see if we have anything on the roadmap for this kind of reporting, a lot has been reprioritized due to COVID so some of the roadmaps have been pushed back. At very least we can escalate this as a feature request.

Have you ever looked into our Loyalty program as well? There are quite a few of our businesses here in the beta community that are actively using it and could probably give you some great insight.