Export. Exporting Client Addresses

Transcription

1 Export Exporting Client Addresses

2 STX has the ability to export addresses from the Client file. Once those addresses are exported, STX has nothing else to do with getting the addresses into the actual you wish to send. Because there are so many different variables to consider when sending s from so many different types of accounts, there is no way for STX to actually generate the for you. Thus, we give you a way to export the addresses to either import, or copy/paste into your to send. If you are subscribing to Online Services, it is not necessary to export client addresses. Online Services has the ability to send mass marketing campaigns directly through the program. For more information about Online Services or to become a subscriber, please contact the Sales Department at or by ing sales@stxsoftware.com. Go to Client: Client Marketing. Click the New Set icon in the upper left corner of the screen. Name the set something like Client s. The Frequency can be whatever you choose. In this example, it is set to On Request since there are no specific times this marketing set has to be generated. Since you need only addresses, be sure the Include clients with missing postal codes checkbox is checked. Click the New Filter icon in the toolbar across the top of the screen. 2

3 Select the Address filter from the Filters popup menu. Set the Has Address to Include Valid. Click the Save icon in the upper right hand corner of the screen. Go to the Output Settings tab. Select Comma Separated Values from the Type popup menu. Click the New Column icon in the toolbar across the top of the screen. Select Address from the Column popup menu. Click the Save icon in the upper right-hand corner of the screen. 3

4 To view the clients matching the filter criteria you have established, go to the Matching Clients tab. If you wish to eliminate one or more clients from being included in the export, uncheck the Include checkbox. Double-click on a client name to automatically open the Client Card for the desired client. When you are ready to export the desired addresses, click the Generate icon in the upper right-hand corner of the screen. The following Save dialog box will appear. NOTE: The Generate icon will not be activated until the current changes have been saved. Click the Save icon to save any changes, then click the Generate icon. Before clicking the Save button, you may change the Save As: name to something indicating what information the file contains. In this example, it is named Client s followed by the date. Use the Where: popup menu to choose where the export file will be saved. Saving to the Desktop makes it easier to find the file later. Once the desired information is established, click the Save button. Find the saved export file on the desktop and double-click to open it. You should see something similar to the following. 4

5 This is a list of all the addresses found in the client file. Here is one option for getting those addresses into your to send. Highlight all addresses Go to the Edit menu to Copy Open the you wish to send to your clients Put your own address in the To address field Click the cursor in the To, CC, or BCC address field Go to the Edit menu to Paste By choosing the BCC address field to paste the client s to, you will prevent all of the addresses from showing on the s. You will be protecting the privacy of your clients. This may also be accomplished by a preference setting in some applications. You will need to find out from your provider (AOL,.Mac, Earthlink, etc.) how many s you can send at one time. They may also have a way of importing the list directly into the different address fields so you won t have to go through the Copy/Paste steps above. 5