Exporting Email Receipts

1.	You will first need to create a Marketing Plan that identifies everyone with an email address. Click on Marketing Plans from the Main Menu to open the Marketing Plan window.

2.	From the View Marketing Plans window, click on Add at the bottom left part of the window, and the Add Marketing Plan dialogue box will appear.

In this window you will need to (1) type 'Email Addresses" in the box next to the word Other ( or any name you choose to give this plan). (2) Then click on the calendar icon next to Plan End Date: and advance the year to 2009. This way you can re-use this plan for the next twelve months. (3) Then click on the tab titled Target Groups.

3.	From this window, you will click on the Add button. A dialog box will asking if you want to save the marketing plan, click Yes.

4.	The Add Target Group window will appear. The selection criteria will be all people, leave this as is. You will then need to add an email document to the plan to identify this as a plan that will use emails. Click on the binoculars next to Emails.

If there is not an email already listed for you to use (1) click on Add at the bottom of the window. (2)Then type in 'Email Addresses' on the subject box - match this to what ever you named this Marketing Plan. (3) Click on the button Use Default, and the box next to the word File: now include the same name as the subject (don't worry about the extension, it will either be a txt, doc, or html file). (4) Once you have completed these items, click on Select at the top right-hand corner of the window.

You are now back in the Add Target Group window. You should have Selection Criteria set to all people, a dot in the radio button next to Email, and the name of your plan document (in this example it is Email Addresses), and a check mark next to Skip all people without an email address. Now click on the OK button.

6.	The following status screen will appear in the bottom left portion of the window, you will see the initial target number, and this is the portion of the target that was All People.

When the target is completed, the Add Marketing Plan window will re-appear. The target that remains is the number of people in the database that have an email address. Now click on the Save button. The marketing plan portion of project is now complete. You are back to the View Marketing Plans window, click on Close.

The Emails to be Sent dialogue box appears. The name of the Email document that you named in the Marketing Plan that you just completed should appear in the Type of Email selection box. If it does not appear, use the down arrow next to that box and choose the correct email. Then click on the Send to Vendor button.

9.	The Send Data to Vendor dialogue box will now appear. Click on the radio button next to the words Create CSV file only… >

You will now need to make a decision on how you are going to utilize the list of emails that you will generate from this process. If you will upload the complete list, only the first time and then only upload additions to the list in the future, make sure that there is a check mark next to Close Tasks - and then skip to Step 11.

10.

The advantage of uploading a new list each time, it will include updated emails and it will exclude bad emails or opt-out emails. If this is your preferred choice then make sure that you remove the check mark next to Close tasks. You will need to make sure that you do this each time that you complete this process.

11.	Then click on the Start button. Bowler TRAC now creates a CSV file with the required information and puts it in a zip file. The file is saved in the location that appears in the Send Data to Vendor that is now on your screen.

12.	Either you can use Windows Explorer to locate the file listed above or you can create a short cut on your desktop to access the file each time that you need to access the file.

13.	To create a shortcut go to your desktop and right-click your mouse and choose New>Shortcut from the menu that appears.

14.	The Create Shortcut menu now appears, click on the Browse button to navigate to the folder listed in Step 11.

The Browse For Folder windows appears, you will need to click on the plus signs on My Computer, Local Disk (C:) or whatever Drive C: is listed on your machine. You will need to scroll down to locate the Program Files folder, then click on the plus sign, locate the Bowler TRAC folder and click on the plus sign. Locate your center name, click on the plus sign, then highlight the Exports folder, and click on the OK button.

You are now back to the Create shortcut window, and the location of the folder in the appropriate box. Click Next.

You are now at the Select a Title for the Program Box, change the name to Bowler TRAC Exports and click Finish

15.	Now go to your Desktop. Now double click on the shortcut you just created,

16.	A Windows Explorer window will appear, listing any exports that you have created. Double click on the file you just created:

17.	You will be taken to an extraction window listed the files that are included.

Double click on the file that that has the Excel logo next to it, this CSV file will open in MS Excel and you can now use it however you need to use the file.

18.

The next time that you want to create another list, you will need to choose Marketing Plans from the Main Menu. Double click on the Marketing Plan 'Email Addresses', click on Target Groups. Then click on Refresh All Targets. This will now go through the same process as before, and it will now update your list for you.