Export your client list
A spring mailing to past clients, a copy for your accountant, or a list for a neighborhood postcard: it starts with the whole client list in one file.
Open Clients.
Tap the three dots at the top of the list and choose Export CSV.
Open the file.
A file named clients and the date downloads. It has every client of the company, not only the ones on screen, and it opens in Excel, Numbers or Google Sheets with accents intact.
Pick who gets the mailing.
The Status column says Active or Inactive, and Tags and Source let you filter, for example only clients tagged kitchen or who came from Google.
Import it in Mailchimp or Constant Contact.
Both take a CSV upload and ask you to match the columns: Email to the e-mail address, Contact Name to the name, and the address columns if you send postcards.
What is in the file
Contact Name, Account Name, Email, Phone, Phone 2, Cell, Address Line 1 and 2, City, State, Zip, Country, Salesperson, Contact Type, Notes, Tags, Source, Texts OK, Status and Created. The headers are the same ones Import data reads, so the file comes back into Groundflag without remapping.
Consent
Texts OK is the client's consent to texts from your company in Groundflag; it is not consent to marketing e-mail. Mailchimp and Constant Contact ask you to e-mail only people who agreed to hear from you, and every campaign carries their unsubscribe link.
Questions
Who can export?
Someone who can see clients and also has the export permission (the owner and admins by default). A salesperson who only sees clients does not get the Export CSV item.
Does Groundflag connect to Mailchimp directly?
Not yet. The CSV is the way today, and it takes a minute per campaign.
Keep reading
Questions? Write to hello@groundflag.com