Exporting a customer query to a CSV mail merge file

You can use customer queries to look up a subset of customers. You can then export that list into a CSV mail merge file so you can import it into your marketing email service and send them an email.

  1. In the Data Entry main window click Reporting and then select Customer Queries to open the Customer Queries window.
  2. Under Constraints select the data you wish to search by. You can search by multiple constraints.
  3. Select the parameters for each constraint selected.
  4. Click the Review Query button to run the report.
  5. Under Save Results, click Save Mail Merge CSV File.
  6. Select if you want to remove duplicate addresses.
  7. Select a location to save the file and click Save. This will create a CSV file you can then import into your email management platform.
  8. Click Close to exit the Customer Queries window.







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