Customer Export

Contents of this Topic: Show

Overview

Main Menu>Manage My Customers>Export/Email My Customers

Description of the Screen

Customer Export Filter

Customer Export

 

Customer Export Page

The fields and controls in this section of the screen only apply to the customer export process, not to the process of sending bulk email to selected customers.

Export Format

Comma Delimited (CSV) Radio Button
Tab Delimited Radio Button

Select Fields to Include in File Section

Choose one or more fields in this section to determine the kinds of information that will be written to the text file. The fields and controls in this section of the screen only apply to the customer export process, not to the process of sending bulk email to selected customers.

Full Name Field

Name Prefix Field

First Name Field

Middle Name Field

Last Name Field

Name Suffix

Company Field

Address1 Field

Address2 Field

City Field

State Field

Zip Field

Email Field

Fax Field

Phone Field

Customer ID Field

Original Source Field      

Country Field

RFM Data

Start/End Date Fields

Calendar Button

Recency Field

Frequency Field

Monetary Value Field

1st Order Date Field

 

Bulk Email Section

The fields and buttons in this section only apply to sending bulk email to selected customers; they are not part of the customer record export process.

Email Template to Send to Customers Drop-Down list

Edit Template Button

Preview Button

Send Email Button

Note to add to Customer records Field

Sample Data Section          

Include Field Names Check Box

Export Button

 

 

Created: 1/19/112

Revised: 6/11/12

Published: 04/14/16