Export SHOPLINE customers and send an email campaign

From SHOPLINE export to sent campaign#

1. 1

   Filter to customers who accept marketing

   In the SHOPLINE admin, open Customer Management, then Customers. Use Add Filters and set Accepts Marketing to Yes ^S1.

2. 2

   Export the customer report

   Click the export button at the top right, choose which customers to include, select the fields you need, including email and the marketing consent field, and click Export ^S2.

3. 3

   Download the file

   SHOPLINE emails the report to the address you use to sign in to the admin. You can also download it from Report & Analytics, Bulk Action Process ^S2.

4. 4

   Save it as CSV UTF-8

   Open the file in Excel and save a copy as CSV UTF-8. Tellnod reads only UTF-8 files, so Chinese names stay intact.

5. 5

   Import it in Claude

   With Tellnod connected, attach the CSV and say it is your SHOPLINE export. Tellnod checks the consent column and asks if anything is unclear.

6. 6

   Preview, test and confirm

   Describe the campaign, check the desktop and mobile preview, send a test to yourself, then press Confirm on the confirmation card. Nothing is sent before that.

Email only customers who agreed to marketing#

A customer record in SHOPLINE is not permission to send marketing. Before you export, decide who may receive the campaign: only customers who agreed to receive promotions from your shop. SHOPLINE records this agreement per customer, and its own broadcast tool sends only to customers who accepted it ^S3.

Tellnod follows the same rule. It imports only people who agreed to receive marketing, keeps unsubscribed people unsubscribed, and records where each contact came from as a consent record. For the legal background, see email marketing consent laws.

Check how customers got into SHOPLINE. When customers are imported with the marketing column left blank, SHOPLINE treats them as accepting promotions ^S3. If an earlier import left that column blank, confirm those people really agreed before you email them.

Export customers with the consent field#

Exporting the customer report is available on the Advanced and Premium plans ^S1. The customer list has filters for marketing: Accepts Marketing and Accepts WhatsApp Marketing, each set to Yes or No ^S1. For an email campaign, use Accepts Marketing.

The export window offers three ranges: All Customers, Customer Create Time (a date range) and Selected Customers, which exports the customers you ticked in the list ^S2. SHOPLINE’s help article does not say that the export follows the filters on screen, so there are two safe ways to keep consent with the file:

• Filter the list to Accepts Marketing: Yes, tick those customers and export Selected Customers.
• Export All Customers and include the field that records marketing consent, so each row says whether the customer accepted. SHOPLINE calls this setting Accepts Marketing in the customer filters ^S1 and 接受優惠宣傳 in the Chinese admin ^S3. Pick the matching field in the export field list.

In the field list, click a field on the left to add it; Select all adds every field, and Full Name is always included ^S2. For email you need at least Full Name, the email address and the consent field. Add fields you want for personalization or segments, such as membership tier or tags.

Each file holds up to 60,000 customers; larger exports are split into several download links ^S2. Import each file in turn, or combine them into one sheet before saving it as CSV.

Save the report as CSV UTF-8#

SHOPLINE sends the customer report as an Excel file ^S1. Tellnod imports CSV, so open the report in Excel, choose Save As and pick CSV UTF-8 as the file type.

The encoding matters for Chinese names and for consent. A file saved in another encoding, such as Big5, can turn Chinese text into the wrong characters, including a word that said the customer declined marketing. Tellnod therefore refuses any file that is not UTF-8 and imports nothing from it. Save the file again as CSV UTF-8 and import it again.

Import, preview and send with Tellnod in Claude#

Tellnod is an MCP connector for writing, previewing and sending marketing email from Claude or ChatGPT. After you connect Tellnod, the whole campaign happens in one conversation. Here is how Ninefold, an apparel shop on SHOPLINE, sends its autumn launch:

1. Attach the CSV on the import card or paste it into the chat, and say where it came from: “Import this SHOPLINE customer export. Only people who accept marketing should be subscribed.”
2. Tellnod removes duplicate emails, skips invalid addresses and keeps unsubscribed people unsubscribed. If the file has no consent column, it asks whether these people agreed to receive marketing. If a column might mean do not send, it shows the values and asks which ones mean do not send.
3. Describe the campaign: “Email customers who accept marketing about the autumn coats, in Traditional Chinese, with the lookbook link.” Claude drafts it and shows a desktop and mobile preview.
4. Ask for changes in plain words, then: “Send a test to me.” The test goes only to you.
5. When you are ready, Claude prepares the send and Tellnod shows the approval card with the recipient count, the people left out and the schedule. The campaign is scheduled only when you press Confirm. The AI cannot press it for you.

For the full walkthrough of the Claude side, see how to send an email campaign from Claude. To split the list further, see email segmentation for e-commerce.

FAQ#