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Exporting email addresses to an email marketing service
Exporting email addresses to an email marketing service

How to gather email information when you plan to use it in an external email marketing service (Mailchimp, Constant Contact, etc.)

Anni avatar
Written by Anni
Updated over a week ago

There are two types of automated emails that we send to your customers:

  1. Reminder emails (only available on the Standard plan and above).

You may also wish to send additional campaigns through an email marketing service such as Mailchimp or Constant Contact. Typically, email marketing services ask for email addresses imported in a spreadsheet format such as CSV (a file type used in Microsoft Excel, Google Sheets, etc). 

This article covers:

Exporting an email list

✨ We recommend running a report using the Customer list or the Attendee List for this purpose.

Customer list export example

Select Customers or Customer list from the left-hand menu. From here, 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:

  1. View email list: Ideal for pasting straight into a mail provider like Gmail 

  2. Export customer (CSV): Better for importing into third-party Mailer software like Mailchimp.

Importing your data to a third-party

The process for uploading contacts differs slightly depending on your service:

Generally, you will need to upload the .csv file (export option #2) and choose the columns with important details (like email address, customer name, etc.). It's a good idea to make a note of the columns with the necessary information before you begin.

In some cases, you may be able to copy and paste names and email addresses directly into an email marketing service. If so, you can use export option #1.

💬 Any questions or feedback? There are two ways to get in touch:

Thank you! 🕺

The Bookwhen team wrote this article. Whilst we can recommend external resources, we make no representation or warranty of any kind, express or implied, regarding the accuracy, adequacy, validity, reliability, availability or completeness of any information on the mentioned sites. Whilst we regularly update our articles, some processes may have changed since it was written. Please double-check and contact the site directly for any queries.

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