This process allows you to obtain lists of contacts to upload into other applications such as MailChimp etc. You can filter by your desired criteria and then upload into another application.
Before you begin:
Required Knowledge: How to Generate a Basic Report
Required LRM Access: Admin
Required Pre-Steps: Know what criteria you want to filter
1
Navigate to LRM > Reports
2
Select your report
- Go to Reports
- Use Report numbers 0232 or 0233
- Apply the appropriate filters for your export (see example)
- Preview Report
- Download Excel
Click image to enlarge
3
Edit Excel
- Open the downloaded spreadsheet
- Delete any columns or rows that you do not want to upload into your application
- Save
4
Upload
Each application will have their own upload feature.
- Generally, you can either choose to upload/import the excel file
- Edit, Delete, Rename any fields
Note
Always follow the applications instructions.
Be mindful of duplication as some applications will be able to filter these and others may not.
5
Copy and Paste
The alternate option to uploading or importing the entire spreadsheet is to simply copy and paste the relevant data into the application.
6
Subscribe to Report
If you would like to receive a report periodically with updates on your criteria you can subscribe to the Report.