Organize and Segment Your Database with Ease

When managing a customer database, a well-organized list not only helps you find information faster, but also provides tools to analyze behaviors and maintain personalized and effective communication.

Key Definitions

Export: download information from the platform in Excel or CSV format to facilitate analysis or integration with other tools.
Customer List: section where key data of each customer (name, email, phone, country, etc.) is displayed.
Tags: labels that allow you to segment email sends to specific groups of customers, accommodations, owners, or portals.

What Can I Do Within the Customer List?

In the Customers > Customer List tab, you'll find key data such as first name, last name, email, ID, phone, and country. From this section, you can filter, organize, and manage them flexibly.

List View and Filters

You can apply filters to locate customers based on specific criteria, such as country, name, or email. This allows you to generate personalized lists in seconds.

Assign and Unassign Tags (Labels)

Select one or more customers and assign them labels for better classification. These labels are useful when you want to:

Filter customers in the list by specific groups.
Set up automated communications directed at a specific segment.

If you make a mistake or no longer need a label, you can easily unassign it from the list.

Helpful Tip

Create labels with a clear criterion (example: "recurring customer", "French market", "VIP") so they are easy to use and maintain.

Download Customers in Excel or CSV

If you need to work outside the system, you can export the complete or filtered list in Excel or CSV format. This will allow you to perform internal statistics, personalized reports, or integrations with other tools.

Benefits of This Functionality

Detect trends: analyze which countries most bookings come from.
Get to know your customers better: segment by labels to personalize communications.
Save time: filter and export information in seconds.

Best Practices

Check these key points to ensure your work on the platform is complete and error-free.

Did you apply the appropriate filters before exporting?
Did you assign useful and consistent labels to your records?
Did you verify the export format (Excel or CSV) according to your needs?

Using labels and downloads in the customer list allows you to segment, organize, and analyze your database efficiently. This functionality facilitates more personalized and efficient communication while optimizing management time.