topic important data in Back Office & Team

important data

Erik — Tue, 21 May 2024 17:03:29 GMT

I use a 3rd party to collect customers info (name, email, phone and DOB) and upload it to Toast every 2 weeks for our newsletter.

Is there a way to edit the information I am allowed to upload into Toast? Right now it only allows me to upload the first name, last name and email. I'd like to upload the birthday as well. We will most likely run a bday special at some point.

Thanks

Re: important data

Rob — Tue, 21 May 2024 19:00:22 GMT

There is no way to edit the information that can be imported into the Guestbook (more info can be found with the links below). Toast Loyalty, however, allows guests to enter their birthdays. If this doesn't work for you, though, you likely need to use a third party to track birthday information.

Get Started with Toast Loyalty

Access Your Guest Data with Guestbook
Guest profile snapshot - - Platform guide

Re: important data

Erik — Tue, 21 May 2024 19:16:13 GMT

Thanks for the reply. What is the best way for customers to provide their birthday info? Can I add it to the newsletter signup form?

Re: important data

Rob — Tue, 21 May 2024 19:23:59 GMT

What is the newsletter sign-up form? Is this a part of the email marketing module?