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

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). 

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

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Your export options are:

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.

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