Use the SmartEtailing Direct Mail Customer Export with Ascend

SmartEtailing’s direct mailing program lets you target your best customers with promotional mailings to drive business back to your store – all with minimal effort on your part! Just send the information on your preferred number of customers to SmartEtailing, and they’ll take care of the rest.

For more information on this program, see SmartEtailing’s website or, for additional instructions, their help topic.

Multi-store retailers: Exports must be run and sent separately from each location.

System Setup

  • Verify Ascend is on the latest version.
  • Configure a workstation or system email account.
  • Assign a customer to every transaction, and ensure their record is complete and up-to-date.

Save & Send Customer Export Report

  1. Save the SmartEtailing Direct Mail Customer Export query (available on to your computer (e.g. the Windows® Desktop).
  2. Copy ALL text from the query file.

  3. From the Ascend Desktop, select the Tools menu > Advanced Database Functions > SQL Query (or, click the SQL Query tile, if available.

  4. In the upper pane, paste the text from the query file.
  5. On the toolbar, click Execute.

  6. In the Select Dates dialog box, select your desired date range for sales (e.g. 01/01/2017 to today's date) and click OK. Sherpa tip: Run this report for the year to date.

  7. In the # of Customers dialog box, enter the desired number of customers to return (maximum 30,000) and click OK.

  8. On the toolbar, click Save.

  9. In the Enter Name dialog box, enter SmartEtailing Direct Mail Customer Export and click OK. The report saves in the My Queries folder of Reports so it can easily be run again.

  10. On the toolbar, click Email. The Send Email dialog box displays with the query results attached.

  11. In the To field, enter Sherpa tip: If you’d like to receive a copy of the email, enter your email address in the CC field.
  12. In the Subject field, enter Direct Mail Customer Export for [Shop Name] - [Location]. If desired, you can enter additional information in the body of the email.
  13. Click Send.


  1. Submit an idea for an improvement to the software
  2. Create an Ascend University account
  3. Process Trek warranties
  4. Display my product availability on
  5. Accounting for bikes bought on (Click & Collect)
  6. Return an item bought on
  7. Use the SmartEtailing Direct Mail Customer Export with Ascend
  8. Sign up for text alerts when there's an Ascend service issue
  9. Set up Gift Cards in my shop
  10. Send inventory & pricing information to Locally
  11. Set up a Quickbooks file
  12. Import a chart of accounts into Ascend
  13. Assign your Quickbooks accounts in Ascend
  14. Move files from Ascend into Quickbooks
  15. Ascend recommended practices for QuickBooks®
  16. Join the Ascend Customer Network (ACN) on Yammer
  17. Accessing Dexter from Ascend
  18. Set up Ascend to export (upload) products to an ecommerce (SmartEtailing) website
  19. Set up Ascend to import (download) ecommerce (SmartEtailing) sales
  20. Export (upload) product information to an eCommerce (SmartEtailing) website
  21. Process eCommerce (SmartEtailing) sales
  22. Set up email integration
  23. Help a customer apply for a Trek Card in your store
  24. View availability for Trek products using Order Grids
  25. Get started with Listen360 integration
  26. Listen360 Overview with Ascend
  27. Send purchase and registration information to Bike Index
  28. Register Bikes with Trek during transactions
  29. Selling Trek Project One (P1) bikes
  30. Use the Ascend Retailer Portal on ShareFile
  31. Quality Bicycle Products (QBP) integration
  32. Send bike sale information to Project 529 Garage
  33. Send inventory & pricing information to Bike Exchange

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