Create Report for Customer Emails

To create a report that gives you your customers and their email addresses, you will create a Marketing Campaign.

From Main Screen:

  1. Click on Reports
  2. Click on Marketing
  3. Click on Marketing Campaign

Once you click on Marketing Campaigns, a new screen will appear as shown below:

  1. Click on add new campaign
  2. Enter the name for your campaign
  3. Then click ok

This brings up the selection screen:

Once you click continue, it will bring up a box stating how many records that your selections have returned.  Hit OK.   It will let you know if there are duplicate drivers, if there are you can delete the duplicates by clicking on the delete icon.

This is where you have the option to include email.
When you click export, the save screen pops up.  Name the file and save to your local documents.  

 

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