Finally having a chance to circle around to this. I "think" i have a work around that doesn't require upgrading. Tell me if this seems like it would work. A little background. I work at a dog training facility and our classes run on a 6 week cycle. I can export from Lightspeed a list of customers who signed up for classes during a specific session, assign them a tag (say Nov2023), and upload that list to my contacts. I can use the tag to send a welcome to class email to just those specific customers. It's not ideal, but we aren't talking huge numbers - about 150 clients each session. I can have a different tag associated with customers who are completely new to our company. That welcome email would introduce them to all we offer (store, dog park, training).
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