| 💡 Client exports are only available for the logged-in account. If you do not see this option, make sure you are not viewing a teammate's dashboard. |
Exporting client data is simple with TravelJoy. In just a few clicks, you'll have a spreadsheet of client info, including name, email, and any other data you've entered.
To get started, click on Clients in the left-side navigation menu or simply go to TravelJoy->Contacts.
Once there, click the three dots at the top right corner beside the Add Client button, and click Export Clients:
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This will automatically download a CSV file of all client data. Depending on the browser used, you'll see the download at either the bottom or top of your browser window. You can also find it by going to your downloads folder.
From there, you can open, edit, or upload the file to another service like MailChimp or ConstantContact for email marketing.
Comments
1 comment
Any plans for the export to include the client's primary address? That would be very helpful. I'm trying to sort or filter clients by state so I can contact them about resident-specific offers. Thank you.Â
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