The default settings for the 'Mailing Lists' feature will mean that all customer invoice addresses for today's complete orders are collected.
You can change any of these settings in the 'Main' tab to extract whatever you want.
The date to select orders from can either be the 'Order Placed' date, 'Order Completed' or 'Order Received' date.
The date range can either be a specific date range or up to or from a certain date.
· To select up to a certain date un-tick the 'From' field and enter a date in the 'To' field.
· To collect information from a certain date un-tick the 'To' field and enter a date in the 'From' field.
If you are interested in certain customers based upon their order status, you can select which 'Order Status' you are interested in from the checkboxes provided.
For example, if their order is still pending and hasn't been shipped for 2 weeks, then select 'Pending' and choose an appropriate date range in the 'Dates' area.
Using the 'Payment Status' drop-down, you can select the customer details from the orders with a certain payment status.
For example, you may want to email customers who have made an 'Excess Payment'.
Using the 'Include Address Details From' settings, you can select which address to collect from the order for each customer.
This can either be the 'Invoice Address' or 'Delivery Address'. If you are using the 'Delivery Address' you can choose to only use it if it is different from the 'Invoice address' by selecting the 'Only when different to the Invoice Address' option.
If you only want to extract your registered customers tick the 'Only Include Orders From Registered Customers' (Actinic Business/Designer only).
Actinic Business/Designer only.
To export customer accounts click on this option.
For more information see Exporting Customer Account Details.
You can choose to only include people who have specified that they are happy to be contacted.
This will be in response to the question: "Occasionally we share our address list with other businesses so they can contact you regarding outstanding offers that they may have. Check here if you want us to keep your contact information private and do not wish to receive these offers". This question can be edited via 'Design | Text | Web Site (cont) | Invoice Address'.
Depending on how you have phrased your question you can choose to include customers by either having this option ticked or unticked, by using the 'Include when ticked' or 'Include when not ticked' option.
You can also set-up additional fields to see if people want to be in your marketing campaign
If you have used the 'How did you find our site?', 'What was your reason for buying' or 'User Definable 3' fields (found in 'Design | Text | Web Site (cont) | General Information') you can also filter on specific values included in these fields (case insensitive).