This article covers:
Automated emails and email marketing
We send two types of automated emails to your customers:
Reminder emails (available on the Standard plan and above).
Additionally, you may want to send extra campaigns through email marketing services like Mailchimp or Constant Contact. These platforms typically require email addresses to be imported in a spreadsheet format, such as CSV (compatible with Microsoft Excel, Google Sheets, etc.).
Exporting an email list
We recommend running a report using the Customer list or the Attendee List to export an email list.
There are two ways you can run a report to export an email list:
Customer list
To export the dating using the Customer list:
Select Customers from the left-hand menu on your account.
Add all of the search criteria you'd like to appear in the report using the Filter by drop-down menu:
For example, in the below example, a booking form field was set up to capture whether customers consent to receive marketing emails:
Once you choose the field(s), select Add, any additional responses, then Search to generate the filtered search view:
To export the search, select the Options drop-down menu:
Your export options are:
View email list: Best for copying and pasting directly into an email provider like Gmail.
Export customer (CSV): Ideal for importing into third-party email marketing tools like Mailchimp.
A loading screen will appear, where you can either wait for the report to generate or select Email report to have it sent to your email address so you can navigate away:
If you choose to wait for the report to generate, a new screen will appear with the message "Report is ready to download." Select Download to save the report to your device:
Attendee list
To export the dating using the Attendee list:
Open your Scheduling page.
Select the entry from your schedule list, then the Attendees button:
If your event is part of a course with course-only tickets, select the date from your schedule list, then the attendee icon 👪 next to the date:
Once selected, a list of your attendees will appear. For example:
Select the Options drop-down menu in the top right-hand corner of the page, then Export to CSV:
A loading screen will appear, where you can either wait for the report to generate or select Email report to have it sent to your email address so you can navigate away:
If you choose to wait for the report to generate, a new screen will appear with the message "Report is ready to download." Select Download to save the report to your device:
Importing your data to a third party
The process for uploading contacts varies slightly depending on your service:
In most cases, you’ll need to upload the .csv file (from export option #2) and select the columns with key details (such as email address, customer name, etc.). It's helpful to note which columns contain the necessary information before you begin.
Alternatively, if the service allows, you can copy and paste names and email addresses directly. In that case, use export option #1.
💬 Any questions or feedback? There are two ways to get in touch:
For a quicker response, please contact us via live chat on our homepage or your account.
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Thank you! 🕺
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