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Export client contact list csv

There needs to be an option to download a csv or pdf file of all clients and contact informaiton.

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Anonymous shared this idea  ·   ·  Report…  ·  Admin →
completed  ·  AdminTrevor (Product Director, ABC Trainerize) responded  · 

Hi everyone,



Thanks for your great suggestion! We’re marking this idea as completed!
 You can now export your client’s contact to export to Mailchimp, Constant Contact or any other marketing software for your campaigns or client management.

We’re returning your vote to you so please come back to ideas.trainerize.com to add your vote to other ideas.

We are looking at building out a native integration with these apps, so please vote for them:

Mailchimp
https://ideas.trainerize.com/forums/167887-feature-requests-ideas-and-suggestions/suggestions/6069509-integration-with-mailchimp-to-easily-email-active

Thanks!

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  • Lior H commented  ·   ·  Report

    We need a CSV with all customers (active and not) with full info (name dates (joined, deactivated, setup, last message , products, status, trainer, email, phone, etc.).
    This will have multiple uses in different systems, here are a few examples:
    Payroll
    CRM
    Re-marketing
    Sales progress tracking
    Attrition
    backup

  • Coach David commented  ·   ·  Report

    During business meetings we like to print out and discuss reports. It helps with organization and planning.

    Basic fields like name, email, phone, and filtering options to export based on associated tags, programs, groups, and trainers would be awesome.

    We would at least like to export a csv file to excel. An integration to Metroik would be nice, but not a must have.

  • Nicole Race commented  ·   ·  Report

    Create new and templated emails to send to clients individually or as groups.

  • Chris Akard commented  ·   ·  Report

    There should be a way to gather and save all email addresses from Trainerize clients. This is a no brainer.

  • Coach Michelle commented  ·   ·  Report

    Please add the ability to export to CSV / excel, so I can import them into my CMR system

  • Lana Welchman commented  ·   ·  Report

    Being able to export workout info would be great too!

  • Coach David commented  ·   ·  Report

    How many clients do I have on each program? That question would be a lot easier to answer if we could export a client list. When it comes to planning, team meetings, and just being organized, it would help tremendously to be able to at least export a list of clients and their contact info, their trainer, what program they're on etc...

    I know Trainerize has a built-in accountability feature that lets you know who needs to be followed up with, and that's great. It would just be nice to see things outside of the system, and print it out if needed.

  • Anonymous commented  ·   ·  Report

    I would like to know if there is a way to see all my clients contact info such as email/phone name ...all on one spreadsheet

  • Adam Becker commented  ·   ·  Report

    There needs to be an option to download a csv or pdf file of all clients and contact informaiton.

  • Mary Cain commented  ·   ·  Report

    Hi, Have you updated the program to be able to export yet? That is a fabulous idea!!!!

  • Kris Preston commented  ·   ·  Report

    please!! This would be ace for tracking in's and out's with clients from my gym

  • Natalie White commented  ·   ·  Report

    It would be great to have an option to be able to print my client list and export it to where it would show the client, their email, when they started and their current phone/mailing address to excel!

  • Judah Travis commented  ·   ·  Report

    Please add the ability to export to CSV / excel, etc. This function would allow me to optimise my time and be more efficient when creating priorities.

    Thanks!

Coach / Trainer - ABC Trainerize

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