Customers and customer lists

👥 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:

You can search for customers using the search field at the top of the table.

🔎 Filters and lists

1. Open the filters control next to the search field.
2. Optionally choose a customer list. The table then shows only customers who belong to that list (dynamic lists use their current membership).
3. Pagination shows the total number of customers matching your search and filters (not only the rows on the current page).

Customer lists you create under Customer lists can therefore be used both for campaigns and as a quick filter on the main Customers table.

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➕ Creating a Customer

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

Steps to Create a Customer:

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

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

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📋 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

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⚙️ Creating and Editing Lists

To create a list:

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

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

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👀 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

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📤 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

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✅ 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