How to find and export contact lists in Constant Contact

The following guide will explain how to locate and then export contacts lists into .CSV files from Constant Contact

Please follow the numbered steps below, then see the following screen-shot pages that contain a visual representation of everything our text lesson has gone over.

1. Log into the Constant Contact BP Portal.
2. Log in and locate the client whose contact list(s) you wish to view and/or export.
3. Click the “Contacts“ option on the dark gray header bar on the top pg. 
4. Once you’ve accessed this you will be able to choose from “Lists” or ”All Contacts”

   

    

5. If you click on “Lists” you’ll see that the clients’ individualized contact lists are broken down into sections. For example; you’ll see many separate contact lists such as Hubspot, General Interest, Facebook, etc.
6. If you wish to export some or all of the client’s contact lists but wish to do so by keeping them organized inside their separate lists… ie; Hubspot, General Interest, Facebook, etc. then you’ll want to click on the “Lists” section and check off each and every contact list you wish to obtain, save, and export.
7. After you’ve checked off every contact list you wish to export click the blue Export All Contents button on the top right-hand side. Then click the small white square. After doing this a list will appear that allows you to choose the option: “Export All Contacts”.
8. After choosing “Export all Contacts, a pop-up menu will appear where you can check off certain characteristics (like only exporting contacts that have email or mailing addresses, or other specific criteria, Check off the option you want (I like to go with the default checked settings hee in most situations). 
9. If you wish to export ALL of the client’s contact lists (that is: every single individual contact list under that client, you can do so by exporting the full “Master” client contact list. You can still choose the criteria mentioned above by checking the boxes.
10. You’re ready to export your contact files into .CSV files now. Just hit Export, and choose where to save your client contact list folders. 
11. When saving several contact lists, or all of a client’s contact lists but still keeping them individually organized by type (like Hubspot, Facebook, etc) it’s best to make a separate folder for each one of these and then save them all together. Corresponding Contact List goes under Corresponding Folder name…. save the sub-folders within one larger folder.
12. Finally… since some client’s contact lists can be large, it’s usually easiest to save them as a .zip folder so that you and the client can store it easily without it taking up space/being able to email the folder to the client easily since it’s not too large.

Best Practices for Making Requests

Please consider the best practices for requests for the most efficient use of both your time (waiting for finished work) and your money (less labor needed to complete your project).

• Try to prepare all of your copy and images and instructions so that it is as explicit as possible, for example if you need a quick poster design, give us a word document, or email with exactly what you want it to say on it.
• Be diligent when it comes to giving us feedback so that we can implement changes and revisions as quickly as possible. when making revisions try to make an organized list of as many things as you can think of all at once.

We understand this is not always possible but making your requests as clear and complete as possible allows us to plan on doing your work with plenty of time to give it the attention it needs, and let’s us do it in fewer more  productive sessions which means less billed hours and faster turn-around.

It is our policy that all requests/work sessions are billed at a minimum of 15 minutes. This considers the fact that we are stopping for a dedicated period of time to work on what you have asked for, even if the job itself may only take 5 minutes.

Here is an example of two scenarios:

Scenario #1 Best practices used:

1. Customer sends an email that says to create a poster and sends the text over which includes a main body of text plus a bullet point list with 7 items described and 3 images to use and a sentence or two about how they want it to look.
2. M Designs expects the work to take about an hour and a half and plans to complete the work in 1 session within 3-5 days. M Designs creates a poster and uses all of the text that was sent and adds the images as described the the email within 3 days.
3. On the 3rd day The client sends their feedback, they ask for the images to be made larger and to eliminate one of them. They also decided that 6 of the bullet points need to be edited and they send the list of what they want it edited to say in an attached document.
4. On the fourth day M Designs punches in and within 15 minutes has changed the size of the pictures and copied the new bullet point list, pasted it in in place of the old list and formatted the new text to match and fit into the layout.
5. On the 5th day the customer asks for just one more change, they want to remove a sentence from the main body of the paragraph, M Designs punches in for another 15 minutes and completes the last change, sends it to the customer ready to go to print and the customer approves within 24 hours.

# of revisions: 2 Total design time spent: 2 hours; Total Turn around on poster: 6 days

Scenario #2 Best practices NOT used:

1. Customer sends an email that says to create a poster and sends the text over which includes an idea of what the poster is about but no exact text plus a loose bullet point list with 7 items listed in incomplete thoughts and 3 images to use with no description about how they want it to look.
2. M Designs expects the work to take about an hour and a half and plans to complete the work in 1 session within 3-5 days. M designs creates a poster and uses all of the text that was sent and does their best to correct spelling, punctuation and make the sentences complete and to the best of our understanding represent the client’s thoughts and adds the images within 3 days.
3. On the 3rd day The client sends their feedback, they ask for the images to be made larger and to eliminate one of them. They also decided that the bullet points need to be edited and they say to take out 3 of them and ask to change the wording on one of them.
4. On the fourth day M Designs punches in and within 15 minutes has changed the size of the pictures and made the changes to the bullet point list, and formatted the new text to match and fit into the layout.
5. On the 5th day the customer asks at 9AM for just one more change, they want to add  a sentence from the main body of the paragraph, M Designs punches in for another 15 minutes and completes the change, sends it to the customer ready to go to print and the customer responds at 12PM with another edit. The customer asks to remove the body paragraph that we put together for them and sends us a new paragraph they wrote to replace it.
6. M Designs punches in for another 15 minute session and makes the changes and they email it to the customer, but meanwhile they find another email sent at 12:30 asking for M Designs to also swap out another one of the bullet points.
7. M Designs at this point spends another 15 minute session, makes the swap and sends it to the client.
8. At 5PM the customer responds that they found another picture they like better and to please add the picture.
9. M Designs starts this next request promptly the next morning of the 6th day and spends only 15 minutes on this and sends the client back the final changes, ready to print. Within 24 hours the client approves and the work is complete.

# of revisions: 5 Total design time spent: 2.75 hours; Total Turn around on poster: 7 days

If most work is billed at $40-$75 dollars an hour, having the extra .75 hours spent due to disorganized requests can add up to $30-57 in avoidable extra design costs!

Even if you are not paying hourly, the second scenario has 3 additional revision charges even though in the end all of the edits are the same as in the best practice scenario.

Here is a list of our hourly rates: https://mdesignsmarketing.com/operations_manual/2019/08/05/variable-hourly-rates-for-clients/