Exporting for Email
You may find it helpful to use software such as Mailchimp, Constant Contact, etc. for client outreach; and the ClientView export utility makes this frictionless. Please be sure to include primary contacts on your client records as that is likely necessary for any email platform. To learn how to export clients, check out this article.
Importing Client Data from ClientView to Mailchimp
Mailchimp is a marketing tool that provides businesses with mass emailing and other marketing features. Client data exported from Rootworks.com can be imported into Mailchimp for tailored, mass communications, empowering firms to improve their client services. If you would like to get started with Mailchimp, check out this article.
To import a client export from Rootworks.com into Mailchimp, check out this article.
Importing Client Data from ClientView to Constant Contact
Constant Contact, similar to Mailchimp, is also a marketing tool that offers email marketing and other online marketing campaigns to businesses. If you would like to get started with Constant Contact, check out this page.
To import a client export from Rootworks.com into Constant Contact, check out this article.
Comments