When entering customer information in Successware, you are required to either enter an email address for the customer or indicate they don’t have one.
For those that do have email addresses, you can export those customers and their email addresses out of Successware to use in third party email marketing platforms such as Constant Contact or MailChimp.
Every Customer-based report (those where customers ARE the result) in Successware allows you to create a Marketing List.
Reports that allow you to create a Marketing List appear in the Report Gallery with an Icon in front of them.
Running a Marketing Report and Exporting Email Addresses
1. Find the report you want to run in the Report Gallery or in any of the Customer Related Managers in Successware, like the Job Manager, Agreement Manager, Receivables Manager, or Invoice Manager.
Bring up the list of customers you want to email.
2. Set the conditions of the report and then click in the Marketing List button at the bottom of the report, or if in one of the Managers, right-click in the grid and select Marketing List.
The Marketing List Detail screen will open showing you all of the unique service locations and billing accounts in your results.
3. Click Save.
4. Click the Prune List button in the bottom left.
This screen will allow you to eliminate customers from the result that do not have email addresses.
5. Check to remove Service Locations or Billing Accounts that do not have email addresses and click OK.
6. Click the Export button.
7. Choose the fields you want to export.
We recommend selecting either:
Location First Name, Location Last Name and Location Email Address
Or
Billing Account First Name, Billing Account Address and Billing Account Email Address
Whether you choose the Location or Billing Account will depend on the reason for the email.
For example, scheduling updates may be related to the Location, and sales notices might be related to the Billing Account.
8. Click OK and then save the file to someplace you will find it.
Here is an example of the file opened in Excel. You will be able to upload this same file into your online email program.