How to Export and Use Your Client List in Shortcuts

Step 1: Exporting the Client List

1. Navigate to the Export Tool:

   • Go to Tools > Marketing in Shortcuts.
   • Select the fields of information you want to include in the export.

2. Filter and Save:

   • Exclude any irrelevant fields (e.g., clients without email addresses if preparing for bulk emails).
   • Click Compute and then Done to finalize the list.
   • Save the file to a convenient location, such as your desktop.

Step 2: Opening the File in Excel

1. Access the File in Excel:

   • Open Excel on your PC and click Open > Browse.
   • Set the file type to All Files and select the exported text file (TXT format).

2. Adjust Import Settings:

   • In the Text Import Wizard:
     • Click Next.
     • Tick the checkboxes for Comma and Space as delimiters.
     • Untick the Tab checkbox.
   • Click Next and then Finish to open the file.

3. Save the File as an Excel Workbook:

   • Go to File > Save As.
   • Choose a desired location and set the file type to Excel Workbook.

Step 3: Using the Client List for Bulk Emails

1. Copy Email Addresses:

   • Identify the column containing email addresses in the spreadsheet.
   • Copy the entire column.

2. Prepare Your Email:

   • Open your email client and paste the email addresses into the BCC field.
   • Add your own email address in the To field to receive a copy.

3. Send the Email:

   • Compose your message and send it, ensuring recipients cannot see each other's email addresses.

Best Practices

• Always verify the accuracy of the exported data before sending emails.
• Use the BCC field to protect client privacy.
• Save the spreadsheet securely to prevent unauthorized access.