You may have noticed the CSV download feature, this article will explain why we've added it.
The customer list CSV file contains a range of helpful data including:
- Contact name
- Company name
- Email address
- Date created (in Pinch)
- Updated date (date the customer file was last updated in Pinch)
- Pre-approval status
- Pre-approval link (the customer's specific pre-approval form link)
What can be done with this data?
- Use Excel to find issues like duplicate contacts and remedy them all at the same time
- Order your customer list by newest to oldest, or vice versa, to see who has been recently synced
- Import your Pinch file into your email marketing program to add your customer's unique pre-approval URL and create bespoke email campaigns instead of using our system generated email template
Let us know if you think of any other uses!