How do I enable PayPal Zettle customer lists?
With the customer list feature, you can keep a record of your customers and send digital receipts to them.
The first time you use this feature, you’ll be asked to read and agree to our privacy terms so that you understand your responsibilities when handling customer information.
- After taking payment, click Add or search for customer
- Read through the privacy terms. 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 and 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:
- After taking payment, click Add or search for customer
- Click Create new at the top right corner of your customer list.
- Pass the device to your customer and ask them to enter their information.
- 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 the most secure method and should preferably be used for all sign-ups.
- After taking payment, click Add or search for customer
- Click Create new at the top right corner of your customer list.
- Click Sign-up via QR code and ask your customer to scan the code with their smartphone camera.
- They’ll be taken to a web page where they can enter their information and sign up to your customer list at any time.
- After signing up, they can request a digital receipt on their end.
How to send a digital receipt:
- After taking payment, click Add or search for customer
- 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.
- 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:
- Adding your products to the cart and check-out as usual.
- Click Add Customer and search for the customer shopping with you.
- This sale will now be logged under customer insights.
How do I view customer insights?
From the app:
- Tap Customers from the PayPal Zettle app menu.
- Locate the customer that you’d like to view and tap on their name.
- You’ll now be shown the insights for this customer.
From the web:
- Log in to my.zettle.com.
- Click Customers.
- Locate the customer that you’d like to view.
- You’ll now be shown the insights for this customer.
You can filter your results:
From the app:
- Tap the filter icon located on the customer's page.
- Choose to sort the data by date or value.
- Then choose to filter the data to see Purchases, Exchanges, and Refunds.
From the web:
- Log in to my.zettle.com.
- Click Customers.
- Locate the customer that you’d like to view.
- 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.
It may be worth creating your own privacy policy to reassure your customers. You can add your privacy policy to your PayPal Zettle 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 PayPal Zettle account:
- Log in to my.zettle.com and go to Account settings.
- 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:
- Log in to my.zettle.com and locate the customer in question, by searching for their email address in the customer's tab.
- Open their profile and click the Delete button.
After following these steps, the customer's information has now been deleted.