Export Customer Details to Create an Email Blast

Topic

Tradify allows you to export your customer list and import it into software like MailChimp to create an email blast.

Instructions

1. Export your customers from Tradify: How To Export Customers
2. Log in to your MailChimp account and go to the Audience tab.
3. Click on the Import Audience button and select the exported customer file from Tradify.
4. Map the fields from the file to the corresponding fields in MailChimp.
5. Click on Import to upload the contacts to MailChimp.

Note: that the file format may require some adjustments before importing it to MailChimp and that you must have your recipient's permission before emailing them.

Once your customer details are imported, you can create an email blast to send to those contacts by creating a new campaign and selecting the imported list as the audience.

Additional Information

For more info on customers, see here: Add a Lead Source to a Customer Profile