We have a proven system for sorting your customers so that your mailers go only to recipients who are likely to shop with you again.
Ascend RMS Customer Export Instructions
A Proven System
- You'll benefit from our system because we can optimize your project to keep your costs down while improving your ROI.
- Please follow the instructions below in order to export your customer list in a format that we can use in our sorting process.
We have an export query written for Ascend and we are currently working on standardizing a report for additional common point-of-sale systems.
Customer Export Instructions
- In order to effectively target your customers who are most likely to respond to marketing, please export your customer address information with some additional transactional metrics.
- Export your customers who have shopped with you in the last two years with these fields:
- first name
- last name
- address
- city
- state
- zip
- number of transactions
- total dollars spent
- date of last visit
- Export and save as a CSV, name the file with your store name.
- Email the exported files to us for processing.
Note: Do you have multiple locations? You need to run the query for each location unless all of your transactional metrics are centralized on a single database file.
Ascend RMS Customer Export Instructions
- If you utilize Ascend RMS for your point-of-sale system then you can find detailed customer export information specifically for our direct mail on the Ascend Knowledge Base.
- For more information on running reports on Ascend check out Ascend University for additional how-to videos.