In this article we will look at two ways to explore postcode data as one way of creating a geographical report on your customers. Firstly, looking at the postcode data of an existing segment of customers (segmented via other filters) and secondly, segmenting customers based on their postcode or postcode district.
Exploring postcode data of a customer segment
Setting up the report
1. First, go to Your Reports and click Add New report.
2. Name your report.
3. Add to a folder.
4. Choose Line Item Facts for the report type.
5. Add an optional description.
6. Click Save.
In this example, we are going to look at all customers from the UK who went to see Chicago. So, we need to add our filters to bring in only customers who booked tickets for this show and are in the UK.
1. Click Add New to add a new Filter.
2. Search for saw shows.
3. Include the shows you want to report on.
4. Click Save.
5. Next search for the filter Customer country.
6. Select the dropdown that exactly matches.
7. Type in 'United Kingdom'.
8. Click Save.
Viewing the postcode data for the customer segment
When you have added all your filters, go across to the Reporting Views section and then navigate to the Geography Tab.
In this view, you will see a range of geographical breakdowns:
- Country
- Region
- Postcode
- City town
- Postcode district
Postcode district will group customers by the first part of their postcode e.g. SW1, SW2, SE15, SE24.
Postcode will group customers by individual postcode e.g. SW12GB, SE156HB.
From either the Postcode district or Postcode views you can then explore the quantity of tickets sold, revenue, and number of customers, for each location.
Ticketsolve Tip for ROI organisations
If your organisation is in the ROI we would recommend exploring customer locations using the Region tab as this should be the best fit for Eircode data.
Adding the postcodes to a map
If you would like to see where these postcodes are on a map, download the data as a CSV. At this point you may want to look through the data and clean it up. Once ready, head over to BatchGeo where you can paste the postcodes in and it will do the rest for you (note, you can only upload 250 postcodes at a time). You'll see something like this:
Segmenting customers by postcode
1. Go to Your Reports and create either a Line Items Facts or a Customer Facts report.
2. Add a filter called customer with postcode. In this box, you can either search by postcode prefix, or by specific postcodes. For more on these options, see the below section.
3. Click Save.
You can now use the Reporting Views to explore the data of this geographical segment of customers, for example to see the shows they have booked for, the revenue coming from that segment, and the number of customers in it.
Postcode prefix
Enter the postcode prefix, with no quote marks. E.g. ' HU17 '. This will bring in all customers whose postcode starts with HU17 or HU1 7 (note that the system will not recognise where the space occurs within the postcode).
Unique (full) postcode
Enter the full postcode, surrounded by quote marks. E.g. ' "HU178LA" '. This will bring in customers with this full postcode only.
Multiple postcodes
Enter each postcode with a space and pipe symbol ( | ) between each postcode or prefix. This will return an 'or' search.
Prefix: To bring in any customers who match one of multiple postcode prefixes, add a | symbol in between each postcode, and a space either side of the | symbol, but don't use quote marks. E.g. ' HU17 | HU11 '.
Important
Do not add a space before the first | symbol or after the last | symbol in the row or you will get the error message 'there is a problem loading download options - try again' . This will likely be because of an extra space.
Full postcode: To bring in any customers who match one of multiple full postcodes, add a | symbol in between each postcode, a space either side of the | symbol, *and* use quote marks. E.g. ' "HU17 8LA" | "DE56 0HZ" '.
Important
It is important the quote marks are used because if not, the system will see it as a prefix search, not a unique postcode search.
Want to know more?
- How to use Your Reports
- How to use Loqate to search customer address by postcode (UK only)
- Merging duplicate customer records
- Segment your audience for Mailchimp Marketing Campaigns
Comments
Please sign in to leave a comment.