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Exporting Contacts with Addresses & Creating Smart List

***This article will help you Export your contacts with the mailing address and how you can create your Smart List in the Vintory app

 

EXPORT CONTACTS WITH MAILING ADDRESS

STEP 1: Log in to Vintory CRM

Switch to an Account  

(Drop down menu on the upper left corner of the screen)

  • Choose a partner where you want to add the contact/s.

STEP 2: Click on the Contacts tab

STEP 3: Go to Smart Lists and click on Columns

STEP 4: Click the dropdown and check the “Address (full)”

STEP 5: Once added, we can add other filters to use. Click More Filters 

STEP 6: Since you want to filter contacts with an address associated, search the filter for Address and make sure to select “is not empty”

STEP 6: To avoid sending to people who have unsubscribed, search for DND filters and make sure to select “no”

STEP 7: After adding filters, select contacts by click the box beside the “Name”. Make sure to click “Select all records” in order for all filtered contacts to be exported correctly

STEP 8: Once you’re done filtering and selecting all your contacts, click Export Contacts button for you to get the downloaded CSV file 

 

 

CREATING YOUR SMART LIST

Creating your Smart List will help you to easily go to frequently used filtered contacts for you to avoid doing the steps each and every time

 

STEP 1: Follow the steps above from 1 & 2, then click More Filters

STEP 2: Click the plus button and a pop-up will appear to name your Smart List

STEP 3: After naming your Smart List, click Save