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Direct Mail Customer Export

We have a proven system for sorting your customers so that your mailers go only to recipients who are likely to shop with you again.

You'll benefit from our system because we can optimize your project to keep your costs down while improving your ROI. Please follow the instructions below in order to export your customer list in a format which we can use in our sorting process.

We have an export query written for Ascend and we are currently working on standardizing a report for additional common point of sale systems.

Customer Export Instructions

In order to effectively target your customers who are most likely to respond to marketing, please export your customer address information with some additional transactional metrics.

Export your customers who have shopped with you in the last two years with these fields:

  • first name
  • last name
  • address
  • city
  • state
  • zip
  • number of transactions
  • total dollars spent
  • date of last visit

Export and save as a CSV, name the file with your store name. Email the exported files to SmartEtailing for processing.

Note: Do you have multiple locations? You need to run the query for each location unless all of your transactional metrics are centralized on a single database file.

Ascend RMS Customer Export Instructions

If you utilize Ascend RMS for your point of sale system then you can find detailed customer export information specifically for SmartEtailing direct mail on the Ascend Knowledge Base.

For more information on running reports on Ascend check out Ascend University for additional how-to videos.