ShippingEasy's Customer Marketing tool helps you to identify and segment your customers. Use this insight to create email marketing campaigns, track purchase history, and grow your sales - all in one spot. Learn more about Customer Marketing.
To take full advantage of the Customer Marketing email marketing tools, you need to save your customers to ShippingEasy by exporting your customer information from Bless and then uploading the data to ShippingEasy. The following steps get you started exporting your customer information from Bless.
To export your customers from the Bless system
- Log into the Bless website.
- At the top of the screen, go to Sales -> Complete Orders
- Select the Export to CSV option.
Do not choose ShippingEasy as it may exclude important information such as if an order has been paid.
- After exporting to CSV, you will need to check that all columns have text in the first row. Columns K and L will download with blank headers. Any column with a blank header will cause formatting problems when you attempt to upload to ShippingEasy.
You will need to remove or populate these blank columns otherwise they will cause formatting problems when you attempt to upload to ShippingEasy. You can either delete columns K and L or populate each with text (such as the letters 'K' and 'L' respectively).
Once the blank column headers have been resolved, re-save as a .csv file. Learn more about saving CSV files.
- When your customer CSV file is ready, you can upload it to ShippingEasy. Learn how to upload a CSV file of Customer information to ShippingEasy's Customer Marketing database.
If you need help exporting your customers from Bless, please reach out to Bless support.