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Export Members - Basic

This function allows you to select a range of members and export their details to a comma-delimited file. You can then use this file as part of a mail-merge to send letters or email to the members. Use the Save Filter button to save a defined set of filter details or the Open Filter button to load an existing filter that has been previously saved.

Figure: Example Export Members Screen

Select Members

These are the basic selection details. Many of the selection allow you to enter a From and To range. If you leave both values empty, the selection criteria will not be used. If you enter both then all members whose details lay within the range will be selected. If you only enter a From value, any member with a value more than this value will be selected. If you only enter a To value, any member with a value less than the this value will be selected.

Last Name

All members whose Last name is within the specified range will be selected.

Points

All members with total points between the specified range will be selected.

Last Visit

All members who last visited between the date range will be selected. This is last visit only. If the member has made a visit after the To date, they will not be selected.

Visited

All members who visited between the date range will be selected, regardless of when they last visited.

DOB

All members born within the date range will be selected. This is actually date of birth. Only members born during the same year will be selected.

Birthday

All members who have a birthday within the date range will be selected.

Postcode

All members whose postcode is within the range will be selected.

Created

All members created between the date range will be selected.

Customer Card

All members with a card number between the range will be selected.

Card Expires

All members who have a card that expires between the date range will be selected.

Transaction Value

All members who have transactions that fall within the filter range will be selected.

Customer Type  1-5

Only members of these customer types will be selected. The system will only show a combobox for each customer category that you use. If you only use the first two customer categories, you will only see two comboboxes.

Visited Days

Only members who have visited on the selected days of the week.

Sales Between

If you want to sequence the customers by sales, this is the statistics period for which the sales should be checked. The EOD process Update Member Statistics needs to be run on a regular basis to produce the statistics that are used.

Location

The location the customer belongs to. It is optional whether the location entry is mandatory controlled by the setting Export Customers Requires Location check box in the Loyalty tab of System Settings

Order Members By

The sequence by which the members should be sorted.

Postcode, Name

Postal Postcode, Name

Name

Sales (High To Low)

Average Sales (High To Low)

Expired Date

Maximum Members

Maximum Members To Show

The maximum number of members to export. The system will sort the members then take the first x customers.

Export File

FileName

The name of the file to which the customer data should be written.

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