In your customer list, you will find all the contact information of your customers.
This list is updated as soon as a new person sends you a message via the website.
You can choose to filter the contacts in this list in two ways:
- According to who accepts or not the newsletters if you have activated the Newsletter option in CentralApp.
- According to their language, if you have the multi-language option in CentralApp.
Action for each contact
By clicking on the profile of one of your customers, you will have access to a variety of information.
You can choose to define your customer with up to 9 different tags. This allows you to know the status of your customer the next time they contact you. The different tags are :
- Friends & Family
This way, when a customer who has been tagged "Problematic" or "No-Show" wants to reserve a table, for example, you will be aware of the customer's past behavior and can choose to refuse the reservation if you wish.
This part contains all the information that the customer will have filled in his form such as his email, his phone number, his language and if he agrees to be contacted for commercial purposes via your newsletter.
Here you will find the history of all previous conversations with the customer. An overview will show you the type of conversation, the details and the date but you can also click on the "view " link in the Action column to see the conversation in more detail.
Any individual could ask you to anonymize their personal data.
At the request of a customer, you can therefore choose to make him anonymous in your database by clicking on the "Anonymize this customer" button in the RGPD section at the bottom of the "Customer List" tab.
Anonymization makes it impossible to identify the customer in an irreversible way.
Action for the contact list
CentralApp allows you to build a real database for your institution. You can add an existing database to your CentralApp account yourself to your CentralApp account to have one complete list.
To do so, you can import a file in CSV format, with the same structure as our example file, which you can download by clicking on the on the link just above the frame to upload the file.
Once the format is right, you just have to drag and drop the file (by dragging the document) or by browsing your file explorer after having clicked in the frame.
It is also possible to make a migration request so that our teams to import your existing database to CentralApp. You can make this request by make this request by clicking on the "Request a migration" button.
Warning: Once your import is done, you will not be able to go back.
It is also possible to export the contact list from CentralApp so that you can reuse it for your newsletters and other marketing actions.
To do this, go to the "Export list" section and click on the "Export" button. The file will then be downloaded in CSV format on your computer and you will be able to reuse it in your specialized tool.
This will not delete your existing database on CentralApp.