*This is for use with an external email system like “Mailchimp” or “Constant contact”

Extracting emails is a method for you to export a list of clients emails and names to be used in a specific email system. You can export these emails to a “.csv” file, which can be uploaded to the external software.

To access this go to Marketing> Client Export

This screen will display a list of filters to extract client’s emails in different ways. The most common option is to extract all your clients, to do this, click the “Add all clients” option at the bottom of the screen (as shown in point 1. below).

You will see on the right hand side a list of clients displayed, some might have no phone or email symbol next to the name,  this means that there is no valid email address and/or phone number on that clients card (2).

At the bottom of the screen you will see the client totals section (3.)  This indicates the total number of clients in the system, how many have valid phone numbers (SMS Reachable) and how many have valid email addresses (Email reachable).

Once you are satisfied your filters are correct, click the Emails (CSV) button (as shown in point 1. below).

You will then be asked to choose where you would like to save the file on your computer (2.); you can also create a name for the file (3.). Once complete click Save (4.).

It is now saved on your system and can be used for external software.