Getting started with Skuby
Although the app has been designed to be as simple and straightforward as possible, you may still have some questions about how it works. If your questions are not addressed in this documentation, please use the contact form to send me a message.
The first thing you will see when you open up Skuby is the search bar. This has access to all of the products in your store, and can search them by:
- Product title
- Product description
- Product tags
Please note that results will only be returned if your search term is an exact match to the characters in the title, description or tags of the products you’re looking for.
For example, if your product has the following in it’s description, “This women’s backpack has a glam look”, you could find it by searching for, “women’s backpack”, but not for “women glam” (unless that was a tag).
Whenever you type in the search bar the results will start filtering dynamically. Any boxes that you have checked, or products you have expanded will revert to their original states, and the results will start from the first page. An “X” will appear at the right of the search bar whenever you enter text. Clicking that button will clear any text entered, and will revert the app to it’s original state.
Once you have entered your search, you can verify that you have the correct product by clicking the link in it’s title. This will open up a new browser window with the admin page for the product. Any changes you make on an admin page will be reflected in the app as soon as you refresh the app page.
You can also quickly view the main product details by clicking the “Expand” button next to a product. This will show you the product description and variant images in addition to the title. When expanded, the “View” button also takes you to the admin page for the product.
Each product has a checkbox next to it, which when checked includes the customers who have bought that product in the list to be exported. When you check these boxes, a tally will appear at the top right of the product list showing the quantity of customers that are available for export based on your choices. The checkbox at top left of the product list will check or uncheck all of the products for a given search at once.
You may also select products by entering a search without checking any boxes at all. In this case, all of the customers pertaining to your search term will be exported together. You must either enter a search term and/or select a product via the checkboxes in order to begin using the app, otherwise an error message will appear.
Once you have chosen your products, click on the “Export Customers” button shown under the main page title. This will open up the export modal which gives you additional options for filtering the customers, and formatting your list.
The “Include” section has the options:
- Only customers that accept marketing
- All customers
The first option will include all customers who chose to accept email marketing when they placed their orders. The second option will include all customers who have ever bought the product.
The “Export” section has the options:
- Selected customers by date range
- Current search
The first option will include all customers who bought products for which you have checked the checkboxes. The second option is the same, but will filter this list of customers by order date, within any date range you specify on the provided calendars. The last option will include any customers pertaining to the search term entered, whether or not you have checked off the checkboxes for the associated products.
Please note that if you have not checked any boxes you must select the “Current search” option to see the tally of customers available for export.
The “Export to” section has the options:
- Plain CSV file
- CSV for MailChimp, or other email marketing software
The first option will format the list to include all customer information stored in the order, such as address, total spent, tax exempt status, and so on. The second option will include only the basic information needed to generate an email marketing software list – email, first name and last name.
Once you are done filtering your selections simply click the “Export Customers” button at the bottom right of the modal, and a success window will appear with your download information.
It is highly recommended that you always use Skuby with Google Chrome. It is also a good idea to disable any ad blockers or popup blockers when using the app, to make sure that the browser doesn’t block the download of your file.
When used with Chrome, Skuby will name your download with the format “customers_export_skuby_yyyy-mm-dd-hhhh.csv” (year, month, day, hour). The download link will be shown in the success window that appears.
When used with Firefox, your download will be given a random alphanumeric name, and the download will start automatically, not as a link to be clicked in the success widow. The success window will still appear with a summary of the customers that have been exported.
Please note that on Windows machines you may need to add “.csv” to the end of the file name after download in order to open it.
When used with Safari, there are a couple of extra steps to follow. The download link will appear in the success window as it does in Chrome, however, when you click the link your data will pop up in a new browser tab. When this happens, from the Safari “File” menu at the top of the screen select, “Save as…”, choose a name for your file, and make sure that you have “Format: Page Source” selected at the bottom of the dialog before saving. The file should be saved in .csv format automatically.