Exporting your customer list
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Customer & Advocate Management
Downloading a list of your customers
Downloading a list of your customers
Export a CSV list of Advocates enrolled in your referral program
Caye Arahan avatar
Written by Caye Arahan
Updated over a week ago

You can get a full list of your customers in CSV file format on your Existing Customers page.

Exporting your customer list

  1. On your ReferralCandy account, go to Manage Customers and click Existing Customers.

  2. Click Export Customers.

  3. ReferralCandy will email your admin email address with the CSV file attached. Depending on the number of customers you have, it may take up to 30 minutes before you receive the email.

You can open the CSV file using any spreadsheet software such as Microsoft Excel, OpenOffice Calc, etc. The file will have the following columns:

  • Customer's first name

  • Customer last name

  • Customer email address

  • Has the customer made a purchase at your store? (Yes/No)

  • Has the customer unsubscribed from the referral program? (Yes/No)

  • Customer's latest referral link

  • Customer's portal URL

  • Referral link clicks

  • Referrals made

  • Referrals made (qualified)

  • Referrals made (disqualified)

  • Date enrolled in the referral program

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