FAQ: How to export customer marketing preferences

Marketing preferences allow you to collect an opt-in/out marketing choice from your customers.

Here is a quick run through on how to set that up.

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.

1. Export to CSV / Excel from Customers>>Export Filtered List>>Export to CSV /Excel

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

You can export to your MailChimp account based on customer responses to your marketing preference.

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

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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