Exporting a list of your clients

Exporting your entire Client List

  1. Navigate to your Business tab.
  2. Select Clients.
  3. Select Add Client.
  4. Select Export client file



  5. A CSV (Comma Separate Value) file will be downloaded to your computer. Included will be the following fields from your Client List.
    • First Name
    • Last Name
    • Photo URL
    • Mobile Number
    • Landline Number
    • Address Line 1
    • Address Line 2
    • City, State, Zip Code or Province and Postal Code
    • Gender
    • Email Address
    • Birthday
    • Source

Exporting only select clients 

  1. Navigate to your Business tab.
  2. Select Clients.
  3. Select Filter. Zero results will display until you've selected filtering criteria.
  4. In the Filter by drop-down menu, select the criteria by which you want to filter your Client List. Note that multiple criteria filters are not exclusive of one another, meaning your results will narrow each time. Based on the criteria that you select, more fields will display to complete your search.
  5. Select Add to apply the filter. 
  6. Select Remove to clear out criteria that you've added.



  7. If applicable, add additional criteria to further filter your Client List.



  8. Select Download to export the clients and their details to a CSV file.



    Note: If your business is not on a Subscription Plan that includes Campaigns, the following modal will display when you attempt to Email or Export the selected clients.



  9. A CSV (Comma Separate Value) file will be downloaded to your computer. Included will be the following fields from your Client List.
    • First Name
    • Last Name
    • Photo URL
    • Mobile Number
    • Landline Number
    • Address Line 1
    • Address Line 2
    • City, State, Zip Code or Province and Postal Code
    • Gender
    • Email Address
    • Birthday
    • Source
Have more questions? Submit a request

0 Comments

Article is closed for comments.