Once you’ve populated your campaign with campaign members, the next step is to export those contacts so that they can be sent to your mail house, email software or telemarketing agency.
First, open your campaign record.
From the buttons in the Top right of the Campaign page, select Household Mailing List.
This will execute your mailing list production report. This report automatically addresses issues such as household duplicates and the consolidation of greetings for you. You should see a result like this.
The final step is to export this data so that it can be sent off for campaign execution.
From the Edit menu, select Export.
You’ll be presented with two export options. A Formatted Report or Details Only. Since this is for production rather than display purposes, select Details Only.
You can choose from either an Excel Format .xls file or Comma Delimited .csv file. Choose the option you want and then click on the Export button.
At the bottom of your browser you should soon see the export report results file displayed.
Save this file and use it for your production processes.