CRM Software

Here is how to segment your contacts and export a list the segment as a list. You may want to do this in order to create a mailing list from which to invite VIP contacts to a special event or to create a list to send to your bulk email provider.

1.) Enter criteria on the search page
On the search page, you can enter criteria for your list. Every contact field, including tags and custom fields, can be used for searching and basic segmentation.

2.) Export search results
When you click “Find” on the search page, all contacts matching your criteria are returned. Click the “Export these” link and follow the web browser prompts to save or open the newly created file.

Demonstration

In this 15 second video, we create a list of our contacts from Colorado that are tagged “Gold”.

There’s more:
Tagging, untagging, tasking, and assigning to playbooks.
Besides exporting all contacts matching your criteria, you can select contacts on which to perform bulk operations. The operations currently supported are add a tag, remove a tag, create a task, and assign to a playbook. This feature is a powerful way to manage groups of contacts.

With PlaybookIQ, small business CRM software, we take care of all the work that goes into hosting, serving, storing, and presenting your data. Yet, we know that it is always your data. So, you can always export your contacts’ information.

There are two ways to do so:
1. The account owner can export all contacts on the Admin screen.
2. You can export all contacts that are the result of a search. Using this feature, you could search for all contacts in Boston, say. Using the export search results feature, PlaybookIQ users can easily create segmented lists for whatever purposes they find useful. You could export a list of all of those contacts to a postcard vendor, for example.

To check it out, create a new account at playbookiq.com or, if you already have an account, sign in here.