The TAPn’GO system is more than just a payment solution for your restaurant; it’s a powerful tool designed to enhance your business’s marketing efforts. It has multiple features that will help you to promote your business and release marketing campaigns via maintaining a good data base of your customers and collecting more data. This guide will walk you through the functionalities of the Customers Tab, including how to export and import customer lists.


In this article, you will learn:

Customer's Tab


The "Customers "Tab displays all the customer information you’ve gathered from online orders, promotions, loyalty programs, and menu banners. Additionally, you can upload your own customer list to the dashboard or download the existing list in CSV format.


By accessing "Customers" Tab from the admin panel, you will be able to view a list of all your customer's data including Name, Email, Phone, No. of Orders, Birthdays, Subscriptions, Campaign clicks...etc.



How to Export Customer List in CSV


  • Navigate to "Customers" Tap from the admin panel. 
  • Then click "Export to CSV" and open the downloaded file in CSV format to view the list of the collected customer data.


  • Here is an example of a downloaded CSV sheet of a customer's list:

How to Import Own Customer List from CSV


  • Navigate to "Customers" Tab from the admin panel. 
  • Then click "Choose file" button and select your CSV file from your device then click "Upload Now" 




  • Map the fields from your CSV to the fields displayed in the "Customers" tab.

    -Check this example for more clarification:


  • Click "Upload User Data" to save and refresh the page to view the updated customer list.

Customer Email Collection 

You can collect customer emails via a banner on your menu, where you can offer incentives or discounts (of your choice) to encourage them to share their email addresses. Once customers enter their emails, they will receive a code that they can provide to claim their reward, giving you access to their email for marketing purposes.


Note: Each customer can receive a code only once per email address.

How to Add Customer Email Collection:

  1. Navigate to Settings from your Admin Panel
  2. Click "Customer Email Collection" in the "Settings" tab.


  3. Click on "Show Menu Bar" to enable it.


  4. Fill in the "Menu Banner Heading" field and "Menu Banner Text" with the proper text:



                                     Note: This is how the banner will show on the customer's side.


  5. Proceed to the "Email Template" section and:


-Fill in the "Custom Email Subject" field to enter the subject line of the email that the customer will receive.


-Then go to "Custom Email Heading" field and enter the text.


-Next, go to "Email Code" field and enter a code of your choice. This will be needed if you decide to offer a discount to your customers as it's a way to validate their email.


-Go to "Do Not Verify Emails" and select your preference. 

Note: Check the box if the "Menu Banner Heading" is a newsletter option or for creating marketing lists (Such as "Become a VIP Member) and not a discount offered to your customer 


In another meaning, if you are not sending a discount code, mark the box “Do Not Send Verification Code”




6.Then go to "Review Emails" section, to choose if you want to send automated emails asking for reviews to customers after they subscribe, asking them for a review on your Google or any other listing.




Important: To automatically send automated reviews to customers, you must initially enable this feature in the “Reviews” section from "Settings".



-Optional: You can also collect Customer's Emails by allowing them to enter a monthly prize draw for a chance to win $100. Customers can enter the details via a sticky header on the menu if you enabled this option from "Prize Draw Sticky Header" Check box.


7. Click on " Update Email Collection Settings" to save your changes. 


-Note: You can also send yourself a Sample Email to test it.




Notification Emails (Optional):

You can get Notification Emails to get notified when a customer has introduced their email into your marketing database (When a customer joins your newsletter/marketing list) by enabling this feature from Settings > Notification Emails > then click on "Send Email Collection Notification Emails".



Now that you have a database of your clients, you can begin launching marketing campaigns to promote your business and engage with them. For more information, check out this article: Manage Email and SMS Campaigns with TAPn’GO