Frequently Asked Question
How do I export my CRM contacts for an email campaign?
Last Updated 5 days ago
Exporting your targeted leads from the Goldilocks CRM is a simple 3-step process designed to keep your marketing data clean and organized. Instead of exporting your entire database, you can filter by specific Tags to ensure your email campaigns are highly targeted.
Step-by-Step Instructions:
- Navigate to Settings: Click on the "Settings" gear icon in your sidebar.
- Open Import & Export: Select the "Import & Export" tab from the top menu.
- Configure your Export: Under the "Export Data" section, select "Contacts" and then toggle the "Filter by Tag" option.
- Select your Target: Choose the specific tag you want to export (e.g., "Hot Lead" or "Partner").
- Download: Click the "Download Data" button to receive a clean ZIP file formatted for immediate use in your email marketing tool.
Watch the Walkthrough
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