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FAQ: How to export customer marketing preferences

Written by Angel Horowitz

Marketing preferences allow you to collect an opt-in/out marketing choice from your customers.
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You can then decide who to send marketing to based on the response given.

There are a couple of ways to export your marketing preference alongside customer contact information.
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1. Export to CSV / Excel from Customers >> Export Filtered List >> Export to CSV /Excel
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From here just ensure you have the Marketing Preference checkbox ticked, along with any other values required and Export to CSV when you're happy with your selection.
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2. Export to MailChimp from Customers >> Export Filtered List >> Export to MailChimp
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You can export to your MailChimp account based on customer responses to your marketing preference.
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Tip. Use the Double opt-in feature if you'd like MailChimp to send an email to customers confirming their subscription to the mailing list. Customers must click a link in that email to confirm their subscription.
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Now choose the fields you would like to export along with your marketing preference above, and 'Export Customers to MailChimp' when you're ready.
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3. Export your Customer Field Change Report from Customers >> Reports >> Customer Field Changes
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Here you can view and export any changes made by customers to marketing preferences.
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You'll be able to filter by customer name if required, select the desired field (in this case marketing preferences) and select a time period you want to see the changes.
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Get a complete overview of what has changed and when, and download as CSV for further analysis.
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