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How to: Download my Contacts

Created:   |   Updated:

This feature is available to Customer Marketing subscribers. Learn more.

Downloading your contacts information into a CSV file helps to organize your customer contact information. This tool requires ShippingEasy's Customer Marketing feature be enabled. Learn more.

Use this feature to keep records of your contacts and buyers. Or, use it as a running start when updating your Customers in ShippingEasy. Learn more about uploading Customer data.

How to: Download your Contact data to a CSV file from the CONTACTS page

  1. From the blue navigation menu, expand the MARKETING tab and select CONTACTS.
  2. Decide if you want to download all Contacts or just some. If you wish to download only some Contacts, use the filters to narrow the list to those you wish to download. Learn more about filtering Contacts.
  3. Click on the Actions button and select Export Contacts.
    action_export_contacts.png
  4. A modal will appear with a message that you will sent the CSV file by email. Click OK to continue.
    download_customer_data_modal.PNG
  5. You will see an alert at the top of your page with a message confirming that the download is in progress. When ready, the file will be sent to the email address for the user login.
    Confirm_Download_-_In_progress.jpg
  6. That’s it! You will be sent an email with the link to a CSV with your Contacts information as soon as it is generated.

How to: Download your Contact data to a CSV file from the LISTS page

ShippingEasy gives you the ability to export your buyers directly associated with lists you have curated. To do so click on the "Lists" tab on the CONTACTS Page:
lists_tab_highlightede.PNG

  1. From there, click the list you would like to export contacts from.
    list_name_lists_page.PNG
  2. Select the contacts you would like to export. You can either check the top box to select all, or click the individual contacts you would like to export.
    check_box_names_contact_page.PNG
  3. Click the button Export Contacts.
    export_contacts_contact_list.PNG
  4. A modal will appear with a message that you will sent the CSV file by email. Click OK to continue.
    download_customer_data_modal.PNG
  5. You will see an alert at the top of your page with a message confirming that the download is in progress. When ready, the file will be sent to the email address for the user login.
    Confirm_Download_-_In_progress.jpg
  6. That’s it! You will be sent an email with the link to a CSV with your Contacts information as soon as it is generated.

 


Related articles:

How to: Upload Customer information via a CSV file
Exporting Customer Contacts from my stores
How to: Send an email to my customers
What is a Campaign?
CSV Tips & Tricks


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