Data Exports for Mailers and Emails

Mailers & Data Exports enables you to export client contact information for emails and mailers, even print mailing labels directly from MINDBODY.

Export Client Email or Mail Addresses

Select Reports.
Select Marketing.
Select Mailers & Data Exports.
To export addresses, highlight Mailing List to the right.
To export email lists, highlight Email List to the right.
Choose the group of clients you are interested in from the List Clients drop down menu.
If you only want to email clients who have not opted out for email, select "Only Include Clients who Opt In."
Choose Tagged Clients Only if you created a tagged list from other reports or class rosters.
Choose Clients Only, Prospects Only, or Clients and Prospects from the third row.
Choose a Sort By method, either Client Name, Postal Code or Client Barcode.
Click Generate to preview the results.
Click Export to Excel to save the list to your computer.

Note: click here if you have 10,000+ clients.

Using This Report's Sales List Filter

If you select the Sales List filter on this report, it generates much of the information returned by the Client Lookup screen, but with info geared for your sales team.

If sales reps regularly call clients (or their parents) about outstanding contact logs, or if you actively try to convert inactive clients into active clients, then this new filter renders all of the needed information inside of one screen.

Information that this Sales List filter displays:

Name (first and last in separate columns)
Client Status
Referral Source
Emergency Contact Name (should you need to track down the parents of your younger clients)
Phone
Email
Date of the Last Contact Log Requiring Followup
Contact Log Type
Contact Log Assigned To
Follow Up Due Date

Print Mailing Labels

Mailing labels use Avery 5160 labels for inkjet printers and Avery 8160 labels for laser printers.

Select Reports.
Select Marketing.
Select Mailers & Data Exports.
To export addresses, highlight Mailing List to the right.
To export email lists, highlight Email List to the right.
Choose the group of clients you are interested in from the List Clients drop down menu. If you only want to email clients who have not opted out for email, select "Only Include Clients who Opt In."
Choose Tagged Clients Only if you created a tagged list from other reports or class rosters.
Choose Clients Only, Prospects Only or Clients and Prospects from the third row.
Choose a Sort By method as Client Name, Postal Code or Client Barcode.
Click Generate to preview the results.
Click Create Label to open the label preview window.
Make sure margin settings are correct for the labels.
From the label preview window, go to File and select Page Setup.
Delete characters from the Header and Footer fields and change the right, top and bottom margins to 0.5"; change the left margin to 0.75".
Click OK to save changes.
Go to File and select Print.
Print just page 1 on plain paper and hold it up to your Avery labels to ensure that it fits before printing the entire batch. If it does not fit, check your print margin settings. If you are on Internet Explorer 7.0, follow the steps below.

Extra step for Internet Explorer 7.0 Users:

Many Internet Explorer 7.0 users find that labels print off center. This is due to a print setting that automatically shrinks the contents to fit what the browser anticipates will be the printable area. You have to override this setting:

From the label preview window, go to File => Print Preview.
At the top of the window, change the Shrink to Fit drop down list to 100%.

Save printing labels by Grouping by Household

If you check the new "Group by Household" Feature at the top of the report, then the report will lump all individuals sharing the same last name, address, city, state, and postal code together and title them with their last name beside the word Household (e.g., Brandenburg Household). That way, if you run a business where family members sharing a last name live at the same household, you only need to print one address label for them.

The List Clients Dropdown Box

Mailers and Data Exports contain the following predefined reports under the List Clients drop down list. You can run each of these reports by simply choosing an option from the List Clients drop down list and clicking generate.

All Clients - this is the default. It lists all clients, active and inactive.
By Home Studio Location - this option is available for multi location sites. When selected, you can choose a specific home studio location to filter out clients from other locations that may not be interested in your email or mailer.
Currently Active -- List of all accounts marked as active.
Currently Inactive -- List of all accounts not marked as active.
With Selected Types -- List of all accounts with user specified client types.
With Incomplete Address -- List of all accounts with incomplete mailing addresses.
With First Visit Dates Between -- List of all accounts with first visits within a user specified date range.
With Client Creation Date Between -- List of accounts created within a user specified date range.
With Birthdays Between -- List of all accounts with birthdays within a user specified date range.
With No Contact Logs -- List of all accounts with no contact logs.
With Logins - List of all accounts that have a consumer mode user name and password.
Without Logins - List of all accounts that do not have a consumer mode user name and password.

Tagged Clients Only

Generating a list of tagged clients only is a great way to send out a targeted email, or mailer. It is also one of the most common reasons businesses tag clients. Click on the example below to read more.

Example: Create a list of clients who purchased an Intro to Yoga Series

Select Reports.
Select Sales.
Select Sales by Service.
Select a date range for a location if applicable.
Select a department or program from the drop down list to the far right such as Yoga.
Select an Item within the department or program such as Intro to Yoga Series.
Select Detail because you cannot tag summary results.
Click Generate to preview the results (optional).
Click Tag Clients New.
A popup window will tell you that the resulting clients are tagged. Click OK.
Select Reports.
Select Marketing.
Select Mailers and Data Exports.
Choose Mailing List or Email List.
Select Tagged Clients Only.
Click Generate.

Using the Mailers & Data Exports Report