Open Customers
In your host dashboard sidebar, select Customers. The page has four tabs:
On the Vendors and Attendees tabs, filter by New or Returning, by event, by list, and for vendors by tag. Use Search to find someone by name or email. Click a person to open their details, including their history at each of your events.
Import contacts
Bring in an email list from another tool so you can include those contacts in blasts.1
Open the importer
On the Imported tab, open Import Contacts.
2
Upload your CSV
Click Click to upload a CSV file and choose your file.
3
Map your columns
Match your file’s columns to Treasure’s fields. Email is required. First Name, Last Name, Full Name, Business Name, and Phone are optional. Rows without an email are skipped.
4
Import
Optionally pick a list under Assign to list, then click Import Contacts.
Organize customers into lists
Lists are your own labels for groups of customers, such as VIPs or follow-ups.- Click Lists to open Manage Lists.
- Enter a List name, choose a Color, and create the list.
- To add people, select them in the table and use Assign to list.
Email your customers
Select people in any tab and click Add to Message to add them to a blast. You can also open the composer from the New Message Blast bar at the bottom of the page. From Customers, Add recipients offers groups that span all your events, in addition to the groups on an event’s blast page:- All imported contacts, or a single batch under Imported batches
- Any of your Customer lists
- Returning vendors, New vendors, Returning attendees, and New attendees
- Vendor statuses by event: accepted, pending, waitlisted, rejected, paid, or unpaid vendors, across All hosted events or for one event
Export to CSV
1
Open the export
Click Export to open Export customers.
2
Choose what to include
Under Include customer groups, check Vendors, Attendees, Imported, or any combination. You can narrow the export to a list, then pick the columns you want. Use Select all to include every column.
3
Download
Click Download CSV.