Customer Export

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Overview

Monsoon Order Manager is able to export customer information to a text file for various purposes, such as using the file as input to a bulk e-mail campaign, or to transfer that information to another application.

The first screen shown below is used to limit the amount of data exported by specifying the desired order source, payment status, a date range of when the orders were placed, etc.

The second image shows the next screen where the user selects the type of output file, the e-mail template, RFM criteria, and which fields to include in the export. When all of that information has been selected, select Export to start the process.

To access this feature, go to:

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

Description of the screen

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 e-mail to selected customers.

Export Format

Comma Delimited (CSV)

• select this radio button to have the program create a comma delimited text file when exporting customer data

Tab Delimited

• select this radio button to have the program create a text delimited text file when exporting customer data

Select Fields to Include in File

Choose one or more fields in this section to determine the kinds of information to 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 e-mail to selected customers.

Full Name 

• the first, middle and last name of the customer

Name Prefix 

• include the proper salutation, such as Dr., Mr., Miss, etc.

First Name 

• the customer's first name

Middle Name 

• the customer's middle name

Last Name 

• the customer's last name

Name Suffix

• include any trailing information that should be included when addressing the customer, such as Jr., Esq., MD,etc.

Company 

• the name of the customer's company, if provided

Address1 

• the street address of the customer, such as 920 Germantown Pike

Address2 

• other pertinent information, such as Suite 100, etc.

City 

• the city in which the customer is located

State 

• the state in which the customer resides

Zip 

• the postal code where the customer is located

Email 

• the email address of the customer

Fax 

• the fax number of the customer

Phone 

• the phone number of the customer

Customer ID

• the Monsoon Order Manager ID assigned to the customer

Original Source 

• the source of the customer's original order, such as a given shopping cart, represented by the Monsoon Order Manager Cart ID number for the shopping cart type

Country 

• the country in which the customer resides

RFM Data

Start/End Date 

• set a beginning and ending order date range

Calendar icon

• use this to open a graphical interface to enter a date in the starting or ending date fields

Recency 

• provides the most recent date on which the customer placed an order

Frequency 

• provides a count of the number of orders that the customer has placed

Monetary Value 

• provides a total value of all of the orders that the customer has placed

1st Order Date 

• includes the date of the first order that was placed by the customer

Bulk Email Section

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

Email Template to Send to Customers

• choose an e-mail template from the drop-down list, which contains the standard set of e-mail templates provided with the program as well as any customer e-mail templates that have been stored in the production Email Templates folder (found in the same folder as the store data file)

Edit Template

• to alter the contents of the currently selected template, select this to open the Email Template Editor

Preview

• selecting this button will open the Preview Email Message screen, where the user can view the potential email message before it is sent

Send Email

• when the text of the email has been reviewed and is ready to be sent, select this

Note to add to Customer records

• enter a brief message regarding the purpose of the email that is being sent to the customer, which will be added to the Notes tab of the customer record for future reference; see system parameter AddNoteWhenEmailSent  

Sample Data Section          

• this section of the screen shows the list of customer records that will be exported to a text file or sent bulk email messages

• the fields displayed for each customer record depend on which fields are selected in the Select fields to include in file section of the screen

Include Field Names

• select this box to have the program include the field names as column headings in the text file

Export

• selecting this starts the export process
• you are prompted to enter a name and location for the new file

Created: 1/19/112

Revised: 7/6/15

Published: 08/19/15