How to filter Clients via their Marketing preferences?
Looking to send a newsletter out to your customer base or make them aware of any seasonal offers?
You can find a list of all your customers who have opted in to receive marketing news and updates from you, by heading to your Clients page and filtering your Clients by Marketing Preferences.
To do this select the 'Marketing preferences' option > tick the option/ options you want to filter by > this will then display results of all clients that are opted in for this marketing preference.
You can then 'Export' these specific clients into an Excel spreadsheet. For example, in the screenshot, I have filtered by those that have opted in for marketing via email. Therefore, when I 'Export' I will then be able to easily see the email addresses for these clients.
You can then upload these email addresses to your emailing platform i.e. Mailchimp / GMail etc.