Skip to main content

Export client list for marketing e.g. MailChimp

Export your client emails to third party marketing software

Dr Askari avatar
Written by Dr Askari
Updated over 4 months ago

Export your entire client list

  1. Go to Admin>Clients

  2. Click the blue "Options" button>Export as csv

  3. Remove any unwanted columns from the data sheet and upload to your marketing software.

Export a segment of you client list

E.g. a list of new clients from the last month

  1. Go to Marketing>SEGMENTS>New segment.

  2. Name the segment and enter a description if desired.

  3. Create a rule as shown in the screenshot below but choose the date rules as required.

  4. Save your segment and see it in the segment list.

  5. Click "Options" to the right of your segment>Download csv

  6. Remove any unwanted columns from the data sheet and upload to your marketing software.

Click "Client count" to see how many clients match your rule

Did this answer your question?