1. Add a new customer
NOTE - A customer will be automatically created on Line-Up when Customer Details are provided with an Order (unless the Skip Customer option is selected), so this is not a mandatory step.
a) Go to the Customers page and click New Customer
b) Add details:
First Name
Last Name
Email Address
Password - leave blank to generate one
Tags - optional, help filter your ticket buyers
Phone Number - optional
Address - optional
c) Click Submit
2. Find existing customers
Use the Search bar anywhere on Line-Up to find your Customer by searching for:
Name
Email Address
Tag
Order Reference Number
3. Customer Profile - View Order History
a) Click into Orders, where you can add notes and process exchanges or refunds
b) Export orders as CSV
4. Edit Customer Details
a) Click the pencil icon next to Customer Details
b) On this page, you can edit:
Customer Image - upload image or take photo using webcam
First Name
Last Name
Email Address
Tags
Phone Number
Address
When you've finished editing, click Submit to save.
NOTE - If you're unable to edit the email address, then it's likely that the email is already attached to another Customer Profile. If that's the case, you can Merge Customer Profiles.
5. Add Notes
a) Add Note to Customer Profile
b) Enter text and click Create Note
c) The note will then appear on the page, which you can Edit or Delete at any time
6. Updating Opt-In response
Want to update their response to an Opt-In they've selected on an order?
a) Under Opt In History, click the pencil icon next to a response
b) On the pop-up, tick or untick the Opt In box and click Submit
c) Once you've updated the response, this will create a new Opt-In response
d) This will appear in the Opt-In History, as well as a link to the Opt-In
7. View Email History
a) Scroll down to Email History section at the bottom of the page
b) You'll see the following columns:
Email Template Name
Subject - title of the email
Entry Created At - when the email was triggered, i.e. just after the Order was created
Scheduled / Sent - the send time of the email. If it was scheduled to send at a particular time, then it would be a different date and time to Created At
Status - this will be one of Opened, Delivered, In Progress, Scheduled or Failed.
Hover over the i icon to see the most recent details sent or open details
Opens - how many times the user has opened the email
Clicks - how many times a link in the email has been clicked
c) For each email send, click the 3 buttons icon on the right to see these options:
Resend Email - this will create a new email send that will appear in the list
View Order - this will take you to the Order page where you can view and manage the order
View Email Template - this will take you to the Email Template that was sent, where you can make any edits that you'd like
c) Click See more Emails below the list to see all emails sent to this customer