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Configuration

Choose whether new customers are sent to your marketing tools automatically.

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Marketing > Configuration has one setting.

Automatic sync

Send new customers to my marketing tools

When this is on, the first time someone books, buys a pass, or orders from the shop, their name and email address are added to every connected tool. Customers who have opted out are never sent.

If you turn it on with no tool connected, the page reminds you that nothing will be sent yet. Once a tool is connected, the page lists which.

What automatic sync does not do

  • It doesn’t send customers you already have. It only adds new customers going forward. To send existing customers, export them and import the file into your tool.
  • It doesn’t remove anyone. Opt-outs are passed on separately, and always, even if automatic sync is off.

Opt-outs

See how opting out works.

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