Customer mailing export

The customer mailing export is a file with contact information, which can be used to send a mailing from another application.

If you want to send a mailing by e-mail, we would like to point out the law on marketing and advertising. You are only allowed to send marketing e-mails to your customers if they have given you permission. Every marketing e-mail you send must give the person the ability to opt out further e-mails. RetailVista will only provide you with the data file that you can use in the application to send your mailing list. If you want to send a mailing by post, you can, for example, use the customer mailing export file from RetailVista to create a Mail Merge in Microsoft Word.

Customer information

-> Start -> Customers -> Customer maintenance

When you look up a customer on tab "Contact information" you can specify the address or the alternate postal address.

You can also specify several e-mail addresses. RetailVista uses the Default e-mail address.

On tab "Customer groups" you can assign a specific group to a customer to be able to send interest-specific mailings. See also guide Adding Customergroups.

On tab "Marketing" you can check "Export customer is allowed" to be able to include specific customers in the mailing file.

See also guide Adding Customers to Backoffice

Mailing export

-> Start -> Customers -> Customer mailing export

Here you can make the selection of your mailing list. Click on "Next" to continue.

On the left side of the screen, you see the filters previously created for a mailing list. These filters are retained and can therefore be reused for a later mailing.

Click on "Add export filter" to add a new filter.

Select the filter you want to add. For example we add a filter "SaleCashRegisterGroup".

Click "Next".

• Cashregistergroup: Select the cashregistergroup you want to use.
• Filter name: Fill in the filter name.
• Click on "Finish".

Now the filter has been added on the left side of the screen.

Drag the filters you want to use into the empty box.

Please note that filters within a group are always "AND" filters.

When you click on the icon on the right side of the screen you can see how many customers meet the filter

When you click on "Add new group" you can add a new group. You can change the connection between groups to "AND" by pressing the "OR" button.

Click on "Finish" to Finish the customer mailing export.

In your screen below you will find the document, which you can save and open. You can use this file for the application of your mailinglist.