Having a comprehensive list of your clients' email addresses is essential for effective communication, marketing campaigns, and staying connected with your clientele. Whether you're preparing for a newsletter, promotions, or important updates, gathering these email addresses can streamline your outreach efforts.
Here's how to compile all your clients' email addresses in Pike13:
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Go to the Clients Report:
Navigate to the Clients & Staff section of your site's Analytics and Reporting page, and select the Clients report and then select the Details View. -
Apply Filters as Necessary:
Depending on the specific email addresses you want to pull, you can filter the clients displayed in your client report. Here are some options:-
Active Clients Only: If you want to see email addresses for clients you haven't deleted, filter your client report for Client Status as Active and use the Email field.
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Tying Children to Parents: If you need to link a child to a parent, consider using the Account Manager Email field and filter for Account Manager Email as Not Empty.
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Guardian Emails: If there's a chance that children are in the system without an assigned account manager, include the Guardian Email column as well.
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Adjust your Columns:
Select the Columns Button to remove columns you do not need in the report. -
Export Client Data:
Once you’ve filtered and arranged your report, you are ready to Add it to your Favorites, or export or download your client data. This is available as a button labeled "Export."