Exporting Data for custom Mailing lists

Did you know you can create custom mailing lists by exporting email addresses using the "advanced" button in ALL-IN? To do this, simplily navigate to the "advanced" button on the header banner in ALL-IN. 

You can search based on any or all of the fields below. If you don't wish to search on a field, just leave it blank or default. Text searches can be either the exact text or a partial match. If you'd like, you can save the search criteria as a saved search to quickly re-run the same search with one click the next time you visit this page.

For our example, let's export all of our contacts that were created in 2021 to send them a message in your mass mailing account eg Mailchimp, Constant Contact, etc... 

1. Navigate to the "Contacts" tab under "Advanced Search"

2. Enter the date range of the contacts that you want to reachout to. in this case every contact record created from January 1st 2021 through today (November 11th, 2021). You can select the day using the calendar 

3. Leave all other feilds blank, unless you want to narrow the list down to something more specific. 

4. Click "Search"

You will notice that the list includes information like who the contact has a replationship with in ALL-IN, if they are listed as a company, and any contact information you included in their record. 

With the newly exported spreadsheet, you can slice-and-dice the information as you see fit, or as your mass mailer requires. Any feilds that are blank are due to an incomplete contact record. You will need to enter this information into ALL-IN for the data to export in the future.