Zettle Customer lists

What is a customer’s list?

The customer's list is a dynamic tool that enables businesses to not only store basic customer information but also to leverage that data for marketing insights, loyalty programs, and improved customer engagement.

What are the new benefits?

Zettle's new customer list feature helps businesses save and manage customer data, gain insights into their activity, reward their loyalty, and send digital receipts. You can retrieve and upgrade previously saved records, and customers will receive an email to review their preferences. This feature can help build stronger relationships and better customer experiences.

Replacing the old customers’ list
There is a new and comprehensive way to save your customers data, get insights about their activity with you, reward them for their loyalty and send digital receipts to them.

The old feature where customers opt in themselves through an email, they receive from you is replaced. You will be able to retrieve all customer records you saved with the previous method, and you can upgrade them to see their activity history and optionally, reward them with vouchers.

Good to know:

  • Should you have used Zettles’ legacy customer feature, you will be able to retrieve all customer records you saved with the previous method, and you can upgrade them to see their activity history and optionally, reward them with vouchers.
  • When activating the new customer list feature, all previously saved customers will receive an email about the exciting update, and to review their marketing preferences.

How do I enable the customer list?

With the customer list feature, you can keep a record of your customers.

The first time you activate this feature from the Zettle by PayPal app or in my.zettle.com you’ll be asked to read and agree on the terms; so that you understand your responsibilities when handling customer information.

  1. After taking payment, click Add or search for customer.
  2. Read through the Privacy Policy in the Zettle by PayPal app or my.zettle.com.
  3. Select the checkbox and click Continue to agree to the terms. You're now ready to use your customer list.

There are 2 ways to add customers to your list:

  • either pass the device to your customer for their information
  • or let them scan the QR code.

You can only create new customers in your Customers menu in the app, or add them to the sale in the receipt view after taking payment.

Your customer needs to give consent and enter their personal information themselves. Then they receive a welcome email with the first receipt.

Passing the device to your customer:

  1. After taking a payment, click Add or search for customer.
  2. Click Create new at the top right corner of your customer list.
  3. Pass the device to your customer and ask them to enter their information.
  4. If they want a digital receipt, select their preferred contact option in the receipt view after they sign up.

Using the QR code:
This is a more secure way of obtaining a customer's details as opposed to handing your device over to a customer and should preferably be used for all sign-ups.

  1. After taking payment, click Add or search for customer.
  2. Click Create new at the top right corner of your customer list.
  3. Click Sign-up via QR code and ask your customer to scan the code with their smartphone camera.
  4. They’ll be taken to a web page where they can enter their information and sign up to your customer list at any time.

  5. After signing up, they can request a digital receipt on their end.

How to send a digital receipt:

  1. After taking payment, click Add or search for customer.
  2. Select the customer from your list and click Add to sale. If they’re not on your customer list yet, click Create new and add them first.
  3. You can choose to send the receipt via email or text message.

Customer Insights

Customer insights will provide purchase details about each customer who shops with you, highlighting the total amount a customer has spent, the total number of sales a customer has made, as well as the total number of refunds per customer.

An activity history will also be visible that allows you to open previous receipts from sales a customer has made with you. 

You'll also be able to see an overview combining the data from added customers. This shows the total number of customers added to your list, the total sales, and the number of returning customers. 

To view analytics, customers must be added to your customer list.

This is done during check-out by: 

  1. Adding your products to the cart and check-out as usual. 
  2. Click Add Customer and search for the customer shopping with you. 
  3. This sale will now be logged under customer insights.

How do I view customer insights? 

In the Zettle by PayPal app: 

  1. Tap Customers from the Zettle by PayPal app menu. 
  2. Locate the customer that you’d like to view and tap on their name. 
  3. You’ll now be shown the insights for this customer.

 
You can also see insights every time you add an existing customer to the sale. 

Online at my.zettle.com 

  1. Log in to my.zettle.com.
  2. Click Customers.
  3. Locate the customer that you’d like to view.
  4. You’ll now be shown the insights for this customer. 

How do I filter results?

 In the Zettle by PayPal app: 

  1. Tap the filter icon located on the customer's page. 
  2. Choose to sort the data by date or value. 
  3. Then choose to filter the data to see Purchases, Exchanges, and Refunds.

Online at my.zettle.com 

  1. Log in to my.zettle.com.
  2. Click Customers. 
  3. Locate the customer that you’d like to view. 
  4. You’ll be able to sort the activity history based on type, date and total.

How to handle customer information 

When you store customer information on your device, it’s your responsibility to keep it safe. Don’t share the information with anyone else or use it for any other purposes.

If a customer requests you to delete their data, you need to wipe it not only from the customer list, but also from all other places where you might have saved it. 

You need to create your own privacy policy for your customers to inform them about how you handle their data. You can add your privacy policy to your Zettle by PayPal account so your customers can access it when they’re signing up, or through the welcome email and digital receipts. 

Here's how to add your own privacy policy to your Zettle by PayPal account:

  1. Log in to my.zettle.com and go to Account settings. 
  2. Click Privacy policy, then Add URL. 

Customers can remove their information from your list in 4 ways:

  • By clicking the link at the bottom of any digital receipt they received from you
  • By clicking the link at the bottom of the welcome email they received after signing up
  • By logging in to the PayPal privacy portal to make this request
  • They can also contact you directly and request to be removed

You won't receive a notification if a customer removes their information from your customer list, so if you've exported or printed your list, remember to use the most up-to-date version.

How to remove customer information: 

  1. Log in to my.zettle.com and locate the customer in question, by searching for their email address in the customer's tab. 
  2. Open their profile and click the Delete button. 

 After following these steps, the customer's information has now been deleted. 

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