Professional Cart Solutions

Download Client Records

Clients Database Management

In addition to the shopping cart, Professional Cart Solutions also includes a full-featured clients database. All users who interact in some way with your Professional Cart Solutions account, either by purchasing something through the shopping cart, filling out one of your forms, or becoming your affiliate, will have a record in your clients database. You can find out who bought a particular product, who is subscribed to a particular autoresponder, who was added to your database during a particular time, who is not subscribed to a particular autoresponder, and so on. Once you do a search, you will get a list of clients. With this list, you can create a custom Mailing List, do a Broadcast, Mass Subscribe them to an Autoresponder series, or even download the list.

Clients are added to your database in five ways:

Manually entering the record.

Importing your database (see Import Client Records).

When they join your mailing list by using filling out your Questionnaire, Join Our List, or Custom forms. These clients, who have made contact with you but have not made a purchase, are called prospects.

When they make a purchase through your shopping cart. These clients are called, appropriately, customers.

When they join your affiliate program. Regardless of whether they have made a purchase from you, these clients are called affiliates.
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Extensive Search Capabilities

Using different search choices, you can view some or all of your client records, and then do things with that list, such as Broadcasting to the list, or downloading it to save it on your PC's hard drive. Here are some ways to search your database:

Using Wildcards. Of course, you can enter the client's full name or, better, their email address and you will get that client. But that may not always be possible, or you may not be willing to type in their full email address. The simplest method to search your database is to use a wildcard. The asterisk (*) acts as a wildcard either at the end or beginning of your search term.

Negative Searching. There are two forms of "Negative Searches" with Professional Cart Solutions. The first is to look for blanks, or empty fields. For example, you would like to find everyone in your database who has no company name entered. The other sort of Negative Search is to switch the search type from "Normal" to "All clients who do NOT match the criteria." Using this choice will give you a results list that omits the criteria you have selected. This is especially useful for finding all the clients who have not purchased a particular product.

Limit Search Results. This function allows you to limit your search results to the first portion of client records as specified by you.

Order By. This simply sets how you want the search results ordered

Searching By Date. These search criteria refer to the date the record was created. The date search can be combined with any of the fields above it (name, email, company).

Searching By Client Type. As noted above, there are three basic client types - prospects, customers and affiliates. You can restrict your search to one of these types.

Searching By Custom Field Response. You can also search by Custom Fields - this is a good place to use wildcards. This criterion will override other criteria, except for client type. You can combine the Custom Field Response search with the Client Type search.

Searching By Mailing List. Searching by Mailing List allows you quick access to a previously-created mailing list.

Searching By Autoresponder Subscribed. Selecting this option will override all the other options. Select one or more autoresponders, and you will get a list of all the clients subscribed to that autoresponder. You can also search using this function in reverse - choose to search "For all Clients who do NOT match the above criteria" to find all those clients who are not subscribed to one more autoresponders. Select all the autoresponders and this negative option to find Clients are not subscribed to any Autoresponder at all. This can be surprisingly handy!

Searching By Product Purchased. You can find everyone who purchased a particular product. Perhaps even more useful is doing a 'NOT' search (see Negative Searching above) so that you can find clients who have yet to purchase a product you wish to promote more heavily.
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Client List Management

When you do a search of your Clients database, you will get a Client Hitlist. There are a variety of actions you can take with such a list of clients.

Creating a Custom Mailing List makes this list accessible at any time from your Manage Clients search form.

Broadcast and Mass-Subscribe. There are two ways to do a mass emailing from Professional Cart Solutions: Broadcast and Mass Subscribe. Using the Broadcast function will allow you to send a one-shot broadcast message to all the clients on this list. You can also do an effective broadcast by mass subscribing this list of clients to an autoresponder.

Email/Download Clients. The system can email the list to you - or, more accurately, an email with a download hyperlink. See Download Client Records for more info.

Unsubscribing or Deleting Clients. The delete function removes the client records entirely. Unsubscribing the list of clients from an autoresponder works in the same manner as mass subscribing, only removing the clients from the autoresponder.
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Import Client Records

You can transfer your client database records en masse to Professional Cart Solutions. You can upload an existing database, add new client records, or upload new information about clients already in your Professional Cart Solutions clients database.
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Download Client Records You can also download your client database records en masse from Professional Cart Solutions quite easily. The system will send an email message with a download hyperlink. The downloaded file will be a comma-delimited text (CSV) file that can then be loaded into another application such as Microsoft Excel or Microsoft Access.
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