The Invalid Customers report in Retention Pro helps you identify where customer information may need to be corrected or completed. For example, if you notice that few customers are eligible for a Direct Mail campaign, you can review this report to see whether addresses need to be updated so more customers can receive mail campaigns.
Customer information will need to be updated in your Point of Sale system and then it will update in Retention Pro at the time of the next sync. Please see the article related to your specific Point of Sale system for more information on when we sync with it.
To access the Invalid Customers report you would first go to Analytics at the top of your Retention Pro screen and then select Customers from the left side menu. There you will find Invalid Customers on the right side of the screen.
Once the Invalid Customers report is open you will find that it is broken down into 3 list categories. At the top of each category you will have a Print button to allow you to print that list of customers. Printing the lists can make it easier to "check off" customers as you are updating information in your Point Of Sale system.
At the bottom of each category you can see the total number of customers who are showing on that list by seeing the number included with "Showing 1 to 10 of .... entries". If it shows that there are 55 entries then that means that there are 55 customers on the listing.
The first set of Data will be Invalid Addresses
This list includes any customer whose address could not be verified as a deliverable mailing address. Common reasons include an incorrect street name, an incomplete address, or a misspelling. You can review the customers shown, use the search box in the top-right corner to find specific records, or print the list using the Print button.
Next will be Invalid Phones
This listing will include any customer whose phone number was unable to be validated as a valid and text-able phone number. Sometimes this could be caused by an incorrect area code or a missing number. You can review the customers shown, use the search box in the top-right corner to find specific records, or print the list using the Print button.
Finally you will find Invalid Emails
This listing will include any customer whose email address was unable to be validated to receive emails. If you enter "None", "X", or "No Email" when customers do not provide an email address they will show up here but it can also include incorrect email addresses. You can review the customers shown, use the search box in the top-right corner to find specific records, or print the list using the Print button.
For more on Customer Reports please see Customer Reports