Exporting Customer Emails
Version 19
Overview
It is possible to mark a customer's choice to participate in email campaigns and export the list of customer emails to a spreadsheet.
Video link:
If you cannot view the above video, click HERE
Additional Steps
After the export do not open the file directly, start by opening a blank excel document.
Select File - Open.
In the prompt window, select the customer export file.
You'll be prompted to select how the system is to process the information.
In the first screen just click next (you want the delimited selection).
When prompted for how the system is to separate the information, uncheck tab and check Comma.
Then click finish.
This will put the information in the correct columns for you in the expected manner for excel usage.
If you cannot view the above video, CLICK HERE.
Summary of Steps
Customer > Email tab
The "Mailing List" toggle can be switched to "Yes or No" (or left blank).
Customer > Find All > List View > Export.
At the top of the List View screen, you can select "Export" to send the list of Found Customers and their default (main) email addresses to a spreadsheet. The spreadsheet will indicate the Mailing List "yes or no" if the customer's wishes were recorded on the Email tab.
After the export do not open the file directly, start by opening a blank excel document. Select File - Open. In the prompt window, select the customer export file. You'll be prompted to select how the system is to process the information In the first screen just clicks next (you want the delimited selection). When prompted for how the system is to separate the information, uncheck tab and check Comma. Then click finish. This will put the information in the correct columns for you in the expected manner for excel usage.
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