Export customer emails

How to Export Customer Emails

Steps to Export Customer Emails

1. General Export

Access the feature

• Go to the "Administration" menu of Yoplanning.pro.

• Click on the "Customers" section.

• Choose the "Referring Customer" option in "Type".

Run the export

• Click on the three small dots at the top right of the window.

• Select "Export Data" to download the email list.

Note: The customer list includes everyone registered in the system. Referring customers are those listed in an order header or who have made a payment, thus representing your primary customer base.

2. Export according to a participant filter

Access the feature

• Go to the "Sessions" menu on the left of the schedule.

• Click on the "Participants" tab.

Apply a filter

• Select the filter that matches your needs (e.g., participants from last month, participants in a specific product).

Run the export

• Click on the three small dots at the top right of the window.

• Select "Export Data" to get the filtered list of emails.

Usage Tips and Best Practices

• Filter Check: Make sure the filters applied accurately match your needs before exporting.

• Respect for Confidentiality: Use customer data in compliance with confidentiality and personal data protection standards.

Common Problems and Solutions

• Problem: Incomplete Export Solution: If the export does not contain all the expected emails, check and adjust your filters.

• Problem: Access Difficulties Solution: Make sure you have the necessary access rights in Yoplanning.pro to perform exports. (your user may not have the right to perform this type of operation which is protected by GDPR regulations)

Integration with Emailing Systems

For more advanced management, Yoplanning.pro offers the ability to connect an external email system via the Zapier application. See the corresponding article for more details on this integration.