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20160515 Contacts and Exports

Written by Cam Langsford

Contacts

It is now possible to create "contacts" within your Training Tilt platform. A simple way to record details of prospective clients and also customers that purchase from your online store but are not listed as athletes within your platform.
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You can manually create a contact in your platform if you wish and you can also add text notes to each contact.
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If a visitor to your site purchases something from your store then they will automatically be added as a contact if they do not already exist (Note this automation is only available when using the Stripe payment gateway in the store).
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The menu has changed slightly and a new parent menu item "People" contains a list of child menu items.
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The Contacts list looks a lot like the Members list. All existing members will have a contact record automatically generated. A member is always linked to a contact automatically but a contact does not need to be linked to a Member account.

You can create new contact by clicking the create button

You can add notes to a contact using the notes tab

Adding a new note

Member and Contacts Export

You can now export your contacts or you members to a CSV file which you can use to open in Excel or import to other platforms. For example, you could export all your members to an email marketing platform like MailChimp.
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There is new "Export to CSV" buttons on both the Members and Contacts list pages.
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Contacts Export

Members Export

The CSV will be downloaded 

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