Guest Management - CRM


 

Customer Relationship Management

CRM allows you to generate Guest lists based on various parameters. You have the option to search by:

  • Demographics
  • Birthday
  • Wedding Date
  • First Visit Follow-Up
  • Last Visit Follow-Up
  • Purchase History
  • Customized Fields

To Generate a CRM List

Step 1:

Select “Search” and choose the desired List Parameter

Step 2:

Parameter fields will be specific to the one selected – you can enter specific details to narrow your search or leave blank to generate a list of all Guests that follow the criteria 

Step 3:

Select "SUBMIT"

Step 4:

The system will display all Guests that match the defined parameters 

Step 5:

Navigate back to the CRM group and select "Export to Excel" to download a detailed Excel sheet of the data