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How do I email all of my customers from TeamUp?

This guide explains the ways you can email all of your customers, including sending a broadcast email from the Customer List and exporting your customers to CSV/Excel or Mailchimp.

Written by Costa Bontioti

🔔 New: You can now email or text your customers straight from the redesigned Customer List. Find out more about the new Customer List here.

📝 Overview

There are a few ways to email all of your customers at once. The quickest is to send a broadcast email directly from your Customer List, without needing another tool.

If you'd rather use your own email marketing tool, you can export your customers to a CSV/Excel file or to Mailchimp and send your email from there. This guide walks you through each option.


🔑 Authorizations

Only Owners and Admins can send broadcast emails from the Customer List. Staff Members can view the Customer List if they have the Customers permission, but the Contact Customers button isn't available to them.

💡 To learn more about staff permissions, see our guide here.


📣 Option 1: Send a Broadcast Email from the Customer List

You can email every customer in your account from Customers ➜ Customer List, using the Contact Customers button. Your email is sent from the platform, so there's nothing to export or set up elsewhere.

Click the arrow to learn how to send a broadcast email to all of your customers

✅ Before You Start

A few requirements apply before you can send a broadcast email.

  • You'll need to be an Owner or Admin.

  • Your account needs a payment method on file. Broadcasts aren't available on a trial account.

  • Emails are only sent to customers who have claimed their account.


📧 Sending Your Email

Start from the All Customers tab so that every customer is included.

  1. Head to Customers ➜ Customer List and make sure the All Customers tab is selected, with no filters applied.
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  2. Tick the Select All checkbox at the top of the list to select every customer on the page.
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  3. Click the prompt to select all customers matching the query, so your selection covers every page of the list.
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  4. Click Contact Customers to open the Send a message window, then select the Email tab.

  5. Check the Send to field, enter a Subject, and write your message. You can use placeholders to personalise it, such as the customer's first name.
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  6. Review how many customers will receive your email and how many emails you have left this billing month, then send your email.


📈 Your Monthly Email Limit

Each account can send up to 50 broadcast emails per customer with a claimed account each billing month, with a minimum of 100 emails. The limit resets on your bill date.

🧠 Example:

If 300 of your customers have claimed their accounts, you can send up to 15,000 broadcast emails per billing month (50 x 300).

⚠️ Every broadcast email goes through a content check before it's sent. If your email is flagged, it won't be sent. If you think it was flagged by mistake, contact us at [email protected].


📤 Option 2: Export Your Customers

If you'd like to email your customers from your own marketing tool, you can export your Customer List to a CSV/Excel file or to Mailchimp. Any filters you've applied are included in the export, so use the All Customers tab with no filters to export everyone.

Click the arrow to learn how to export your customers

📄 Export to CSV/Excel

Exporting to CSV/Excel gives you a file containing your customers' details, including their email addresses, which you can upload to the email tool of your choice.

Head to Customers ➜ Customer List ➜ click Export in the top-right corner ➜ choose the CSV/Excel option ➜ select the fields you'd like to include.

The fields you can include cover each customer’s Marketing Preference, so you can see their opt-in or opt-out choice alongside their contact details.


🐵 Export to Mailchimp

Exporting to Mailchimp sends your customers straight to your Mailchimp account, so you can email them from there. You'll need to connect your Mailchimp account first.

Head to Customers ➜ Customer List ➜ click Export ➜ choose the Mailchimp option. You can also export from Settings ➜ Integrations ➜ Mailchimp.

💡 To learn how to connect Mailchimp to your account, see our guide here.


⛔️ Constant Contact

The Constant Contact integration has been retired and is no longer supported, so you can't export your customers to Constant Contact.

💡 To find out more about the alternatives to Constant Contact, see our guide here.


🚀 Option 3: Marketing Suite

If you're looking for more advanced email marketing, such as automated campaigns, Marketing Suite is available as a paid add-on. You can open it from the CRM section of your account.

💡 To learn more about Marketing Suite, see our guide here.


❓ Frequently Asked Questions (FAQs)

Find answers to common questions or additional details that may not be covered in the main instructions.

Click the arrow to view frequently asked questions

Is there an extra cost to send broadcast emails?

Click the arrow to see the answer

No. Broadcast emails sent from the Customer List don't cost anything extra, up to your monthly email limit.

Your limit is 50 emails per customer with a claimed account each billing month, with a minimum of 100.

Why can't I click Contact Customers?

Click the arrow to see the answer

Contact Customers is only available to Owners and Admins, on accounts with a payment method on file, and isn't available on a trial. It's also only enabled once at least one customer is selected.

If you've checked all of these and still can't use it, contact us at [email protected].

Why didn't some of my customers receive my email?

Click the arrow to see the answer

Broadcast emails are only sent to customers who have claimed their account, and they respect each customer's email marketing preferences.

Use the Account Claimed filter in the Customer List to see which customers haven't claimed their account yet.

Can I text all of my customers as well?

Click the arrow to see the answer

Yes. The Send a message window also has an SMS tab. SMS needs to be enabled on your account, and broadcast SMS messages are charged at the standard SMS rate.

SMS messages are only sent to customers who have a phone number and are subscribed to Broadcast Messages.

Can I schedule a broadcast email?

Click the arrow to see the answer

Scheduling broadcast emails isn't available at the moment. Your email is sent as soon as you send it.

Can I still export my customers to Constant Contact?

Click the arrow to see the answer

No. The Constant Contact integration has been retired and is no longer supported.

You can send a broadcast email from the Customer List, or export your customers to CSV/Excel or Mailchimp instead.

How do I export my customers’ marketing preferences?

Click the arrow to see the answer

When you export your Customer List to CSV/Excel or Mailchimp, you can include the Marketing Preference field so each customer’s opt-in or opt-out choice appears alongside their contact details. Head to Customers ➜ Customer List ➜ Export, choose CSV/Excel or Mailchimp, and make sure Marketing Preference is ticked among the fields you include.

How can I see when customers changed their marketing preferences?

Click the arrow to see the answer

Your Customer Field Changes report shows any changes customers have made to their marketing preferences.

Head to Reports ➜ Customers ➜ Field Changes, filter by the marketing preferences field and a time period, and you’ll see what changed and when.

You can download the report as a CSV for further analysis.

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