Our friends over at AZ Retail recently asked us to create a report for them that would help update their Constant Contact mailing list more efficiently.
AZ Retail specializes in all things retail including QuickBooks® POS supplies, tagging guns and fasteners, price marking guns and labels, as well as a wide range of other store supplies. When a customer places an order, AZ Retail sends out a “thank you” email via Constant Contact. Generating the list of customers that made a purchase in the last week was becoming a rather time consuming process, and this is why they asked us for a little help.
To help with this problem we created an Excel file that reads their QuickBooks® Enterprise invoices and generates the contact list they can upload directly into Constant Contact. The Excel file has a date range that is used to define the range of invoices they want to report on. When the date is changed, the file automatically looks at invoices and creates a distinct list of customers who have made a purchase within that range; displaying the main e-mail address and company name.*
Now that AZ Retail has this new method of updating their Constant Contact list they can make updates in a matter of minutes so that there is no need to go into QuickBooks® to repeatedly run reports, export them to Excel and modify the data until they get a usable list.
If you are using QuickBooks® Enterprise 11 or higher and want a quick and easy way to update your Constant Contact list call or e-mail us today!
If you are using a different version of QuickBooks® and would like a quicker, faster way of updating your Constant Contact lists please e-mail us so that we can create a solution just for you.
* We are currently reporting the top level customer and not at the job level.