Skip to main content

How can I export my client information for marketing campaigns?

Updated over a month ago

Working on a marketing campaign like a monthly newsletter? Mailing holiday cards and need a list of your clients’ addresses? You can export everything you need including their name, email, address, and pet names right from the Clients tab in our Reports dashboard!


Tap download to have the CSV sent to you via email. You’ll receive 4 reports in that email, but the report you’ll need is the clients by location attachment. You can see a preview of what’s included in the export below!

  • First and last names of primary and secondary contacts

  • Preferred emails of primary and secondary contacts

  • Address of the family

  • Pet names

Did this answer your question?