Create Custom CSV Export Files from Contact Records
Create an Email Broadcast Template
- Read the chapter titled “Broadcasting Features in Detail”
in the Administration Manual.
- Click on the Broadcasting add button on the Site
Administration Menu.
- Select Type = Export to Mail Merge File
- Enter subject. Text entered into the Subject field becomes
the template’s label.
- Select TXT as body format.
- Select appropriate Object Type.
- Using variable list from available tags table, copy and
paste desired Merge Variables into message one under the other.
They will be reported in a row separated by tabs in the order that you
place the variables from top to bottom.
- Click on the Recipients button and enter criteria to
select recipients. Recipients can be selected by Contact Type, Special
Interest Group, or Security Group. Selecting down a column affects an “OR”
search while selecting across columns affects an “AND” search.
- Click the Save button
- Click the Run button and save list to your computer.