How to Export a Client List : Streamlined Solutions

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Modified on: Mon, 6 Nov, 2017 at 9:13 PM

1. Ensure you are in Manager Mode and click Reports from the top menu.

2. Select "Client List" as the report, select the Client fields that you want to export (they are all selected by default) and click Generate.

3. Once the report is on the screen, click the Export button to save a CSV of the client list.

This CSV can then be imported into Email marketing software such as Mail Chimp and Campaign Monitor.

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