Exporting Loyalty Dollars Mail Merge File

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Exporting Loyalty Dollars Mail Merge File

To export loyalty dollar batch information to a mail merge file:

 

1.Choose Export Loyalty Dollars Mail Merge File from the Customer|Loyalty Dollars menu item.

 

2.Select the Date Range for the loyalty batch file you want to export.

 

3.Select an export File Name and location or press the folder button to browse for a location.

 

4.Select the batch you want to export and press the Export button.

 

RetailEdge will then export the customer billing information and loyalty dollars issued for the batch to a comma separated text file.  This text file can then be mail merged into a word processing program to allow you to notify your customers that they have loyalty dollars available.