Exporting a List of Clients

How do I export my clients based on their Sales Rankings?

To export a list of clients based on their purchases, see the Sales Rankings feature. There, you can view rankings of clients purchases right down to a specific product or service / Service Category, and much more. You can also export that list of clients, just as you can here in Client Selection Export.

How do I see clients who recently submitted ratings or reviews?

To export a list of clients who recently submitted ratings or reviews, see the Ratings Control Panel feature.

What does the Send to Emma button do?

This button sends the selected clients to your Email Marketing account. See Sending a Client Selection Export to Email Marketing for more details.

To export a list of clients

To get to Client Selection Export, go to Meevo > Marketing > Client Selection Export or type clientselection into the Convobar.

Note: Minors will not appear in any export lists except for the All Clients export.

  1. Select the export from Client Selection Name.  See below for details on each selection and some examples of various exports that are available for each:

: Exports clients in Meevo who have active profiles.

: Exports all clients from your Meevo database.

: Exports clients who were marked as no-show within the date range.

  • Clients who are still due to purchase a product: Exports clients who purchased a product within the defined date range, with no repurchases based on the product definition setting This product lasts X weeks with suggested use. (In Central Office, this export is based on the last purchased date instead of the product definition setting).
  • Clients who have purchased a gift card: Exports clients who purchased a gift card in the date range.
  • Clients who have purchased a package: Exports clients who purchased a package in the date range.
  • Clients who have purchased Product A, but not Product B: Exports clients who purchased a certain product or product from a specific category, but not another specific product. Product Bundles are available in this export as well.
  • Clients who have purchased Service A, but not Product B: Exports clients who purchased a certain service or service from a specific category, but not a specific product. Product Bundles are available in this export as well.
  • Clients who have purchased Service A, but not Service B: Exports clients who purchased a certain service or service from a specific category, but not another specific service.
  • Clients who have a package: Exports clients who have a package. The package can be obtained through any means: sale, transfer, or accrual. Converted packages are also included.

: Exports clients who had the selected discount or any predefined discount applied to their transaction.

: Exports clients who have purchased services, products, or both within the specified date range. Product Bundles are available in this export as well.

  • Clients who purchased a product and have not repurchased: Exports clients who purchased a product within the defined date range, with no repurchases since. This export looks at purchase history only and is available in locations and Central Office.

: Exports clients based on the selected Service Category, Service, and Employee within the selected time frame.

: Exports clients who have a birthday in the defined date range.

: Exports clients who had their first visit (purchased a service) within the date range. You can also target specific Service Categories.

: Exports clients who have a balance on an active gift card or who have a gift card that will expire within the specified date range.

: Exports clients who had their last visit (service transaction) within the selected date range.

: Exports clients who have a membership that is about to expire within the specified date range.

: Exports clients who have an appointment within the selected date range, not including no-shows or cancellations.  

: Exports clients who have had at least the specified number of visits within the selected date range. A visit means the client had at least one service transaction.

: Exports clients who have a specific membership, Membership Type, or membership status. Note that All Members captures Active, Frozen, and In Cancellation memberships. Terminated and Inactive memberships are not included with All Members.

: Exports clients who had a points balance during the specified date range. You can set a min and max range of points for this export.

: For Were referred, this exports new clients who, within the date range, were checked out for a service after the referral was added to the client's profile. For Referred another client, this exports the referrers of those new clients who, within the date range, checked out for a service after the referral was added to the client's profile. Note that this export does not consider client profiles that are mapped to employee profiles.

: For this export, Meevo looks back 14 months for a "pool" of appointments. Meevo then looks to see if there is an FOV set for the services and/or client, and displays in the results clients who are overdue. If FOV is set for both a service and client, the client FOV takes precedence. Regardless of the Service Category you select (all or a specific category), keep in mind that any service will count as a future appointment and satisfy the FOV.

  1. Most Client Selections have a series of checkboxes that can modify who gets exported. Their explanations are below:
  • All Genders: The export will be filtered by your selection here, according to the Gender definition in the client's profile.
  • No future appt scheduled: The export will only include clients who do not have a future appointment on the book.
  • Include inactive __: When selected, the inactive items will be included in the export list.
  • Only include clients opted in for email marketing: When enabled, the only clients eligible to appear in the export list will be those who have Use email for marketing selected in their profile. If not enabled, the Use email for marketing checkbox in their profile will have no bearing on whether or not they appear in the export list.
  • Only include clients opted in for text marketing: When enabled, the only clients eligible to appear in the export list will be those who have Use for text marketing selected in their profile. If not enabled, the Use for text marketing checkbox in their profile will have no bearing on whether or not they appear in the export list.
  • Only include clients opted in for text messages: Only includes clients whose Opt-in status is Opted-In.
  1. For every export:
  • You have the ability to print mailing labels for the selected clients. Select Print Mailing Labels to open the DC080: Client Mailing Labels report setup screen.
  • You can select up to 10 active Client App Area UDFs to include in the export. The following UDF Field Types can be exported: Drop Down, Radio Button, List Box, Check Box, Text Area, Text Box, and Date.
  1. Observe the Number of selected clients. This is how many clients will appear in the export.
  2. When ready, select Client Export. Follow your browser's prompts to download the file.