@tecboy696 wrote:
I am a pest control company - im using qb for the accounting and I would like to create groups to use for promotional. Example: Monthly, Quarterly, and EOM. I have like 300 monthly customers. Would it make sense to put 300 regular customers under a group name? Wont hurt nothing? Im concerned that because there down a level, they will be lost or forgotten. I want to be able to report on those groups and export if I should need to. I am trying to interface to mail chimp. If I can get the groups to be sent out to mailchimp, that will help our daily processes dramatically. Thanks in advance
No, making customers, sub customers of a dummy customer titled for the group name will not affect anything, you still sell to the sub customer
to interface with mail chimp, you run a customer contact list, customize the columns for the email address,name, etc that you need, and export to excel.
this explains various importing options, other options at the bottom are what you will need as I remember
https://mailchimp.com/help/import-contacts-from-other-services/
