Purpose
The
Export Members Page is used to display and export customer information in .csv, .xls or e-mail form.
Accessing the Export Members
Page
While
logged into myFocus, navigate to Gift/Loyalty >
Gift/Loyalty > Export Members
Figure m3.6.34 Export
Members Page
Figure m3.7.34 Export Members Page
|
Field
|
Description
|
|
Filters
|
The
following filters are used to determine what information is displayed on the
screen as well as exported.
|
Plan
|
Filters
the customer list by the selected Loyalty Plan.
|
|
Last Activity Date
|
Filters
the customer list by the date of last activity. All customers who have not
posted valid transactions after the date specified will display.
|
|
Zip Code
|
Filters
the customer list by zip code.
|
|
Birthday Start
|
Customers
who have a birthday beginning at this date will display. Note: The year is ignored.
|
|
Birthday End
|
Customers
who have a birthday ending by this date will display. Note: The year is ignored.
|
|
Gender
|
Filters
the customer list by male, female or both.
|
|
Anniversary Start
|
Customers
who have an anniversary beginning at this date will display. Note: The year ignored.
|
|
Anniversary End
|
Customers
who have an anniversary
by this date will display. Note: The
year ignored.
|
|
Special Offers
|
Filters
the customer list by customers who wish to receive special offers, do not
wish to receive special offers or both.
|
|
|
Fields to Display
|
The
selected fields will display on the screen and will also export.
|
Card Number
|
The
loyalty card number.
|
|
First Name
|
The
customer’s first name.
|
|
Last Name
|
The
customer’s last name.
|
|
Address
|
The
customer’s address.
|
|
City
|
The
customer’s city.
|
|
State
|
The
customer’s state.
|
|
Zip
|
The
customer’s zip code.
|
|
Phone
|
The
customer’s phone number.
|
|
Annv Date
|
The
customer’s anniversary date.
|
|
Gender
|
The
customer’s gender.
|
|
Special Offers
|
The
customer’s special offers status.
|
|
Birth Date
|
The
customer’s birth date.
|
|
E-mail
|
The
customer’s e-mail.
|
|
Status
|
The
customer’s status.
|
|
Trxn Date
|
The
customer’s last transaction date.
|
|
Points
|
The
customer’s current point level for the plan.
|
|
Select All
|
Selects
all fields.
|
|
Clear Fields
|
|
|
|
Update
|
Updates the list with the selected
criteria.
|
|
|
Exports the displayed list in a
comma separated format (.csv).
|
|
|
Exports the displayed list in an Microsoft Excel format (.xls).
|
|
|
E-mails the displayed list.
|
Procedure
to Export Members
· Select
the appropriate criteria to export.
· Click
on the appropriate export format icon.
Export Members