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How to Access Complete Buyer Information
How to Access Complete Buyer Information

View and export the contact information, data and information of all your buyers of your events.

Geneviève Têtu avatar
Written by Geneviève Têtu
Updated over a week ago

Thanks to the Marketing section and its powerful Buyer Data feature, you may obtain complete information regarding your ticket buyers, including answers to the custom questions that you created in the Form tab.

Using the dropdown menus, you may customize your report by changing the fields in the Data column. The data model may be saved, in case you need to refer to it often. Your buyer data may then be downloaded as a CSV or Excel file or viewed directly in Thepointofsale.com’s Events Manager. You may modify how the columns are sorted by clicking on the arrows. 

  1. In the Marketing section, click on Buyer Data.

  2. Select the period for which you wish to obtain data.

    Note: If you want to see the information of all buyers of the same event, click on the All link next to Period.

  3. Choose whether you wish to obtain information for one or several events and for one or several rates.

    If you wish to obtain information for several events, you must have previously created an event group. 

    You can also display valid passes only, cancelled passes only, or both.

  4. In the Data column to the right, choose the fields that you wish to be displayed in your report. You may add or delete fields using the “+” and “x” buttons. If you wish, you may also rename the fields in the Column Headers column so that you can identify them more easily in your report.  

  5. Place the fields in the order that they will be displayed in the report. To do so, click on the arrows next to each field or place your mouse on top of the arrows and hold it down while moving an entire line. 

  6. Click on View in order to view the report. 

  7. Click on Excel or CSV to download the report. 

You may save the data model if you like, so you may reload the report at any time.

 


How to save a data model

  1. First, choose the data you want to see displayed in your report;

  2. When you have finished selecting the data, click Save;

  3. Name the data model and click Save. A message will then appear on the screen that the model has been saved.

  4. During your next visit, you can select the saved data model.

You can rename or delete an existing data model at any time. Simply select the data model at the top of the page and click the Rename or Delete button.

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