Obtaining first time customer phone numbers
‎05-09-2023 09:28 AM
How can we get a report (exported) that gives us first time guests with their email addresses and telephone numbers. The Guest book only really gives you clients after their 2nd visit it appears.
Steve
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Reporting & Analytics
‎05-10-2023 08:52 PM
Thanks, I was aware of the 28 hour delay. I guess it's not entirely impossible we haven't had a first time order that meets any of those criteria listed for a while, but it seems unlikely, especially considering that I don't see much more than 4 days in-between first time orders before this gap. I honestly probably wouldn't have noticed if @Hmxsampson hadn't made this post, could be a coincidence but curious if anyone else is seeing the same. I'll keep checking to see if anymore from April appear in the coming days.
‎05-10-2023 10:29 PM
Keep in mind Toast Guestbook and guest profiles use email as the identifier (that email needs to be added when placing the order), then typing an email for a receipt doesn’t count(you can find that email on the payment report however. If there is no email it is not viewed as a complete guest record therefore it shows new customer. Also if it comes from a third party that submits sha emails it will create a new record every time. Also remember loyalty uses phone not email so adding an email to a guest loyalty does not add to their record …
