{"id":975,"date":"2020-11-03T11:38:45","date_gmt":"2020-11-03T11:38:45","guid":{"rendered":"https:\/\/mdesignsmarketing.com\/operations_manual\/?p=975"},"modified":"2021-07-04T14:00:10","modified_gmt":"2021-07-04T14:00:10","slug":"how-to-find-and-export-contact-lists-in-constant-contact","status":"publish","type":"post","link":"https:\/\/mdesignsmarketing.com\/operations_manual\/2020\/11\/03\/how-to-find-and-export-contact-lists-in-constant-contact\/","title":{"rendered":"How to find and export contact lists in Constant Contact"},"content":{"rendered":"

The following guide will explain how to locate and then export contacts lists into .CSV files\u00a0from\u00a0Constant Contact<\/span><\/p>\n

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.<\/span><\/p>\n

    \n
  1. Log into the Constant Contact BP Portal.<\/span><\/b><\/li>\n
  2. Log in and locate the client whose contact list(s) you wish to view and\/or export.<\/span><\/b><\/li>\n
  3. Click the \u201c<\/span>Contacts<\/span>\u201c option on the dark gray header bar on the top pg.\u00a0<\/span><\/b><\/li>\n
  4. Once you\u2019ve accessed this you will be able to choose from \u201cLists\u201d<\/span> or<\/i> \u201d<\/span>All Contacts<\/span>\u201d<\/span><\/b>\n
    \"\"
    Example of tabs\/menu: 4th down from top, \u201cExport All Contacts\u201d<\/figcaption><\/figure>\n

    \u00a0<\/b><\/li>\n

  5. If you click on \u201cLists\u201d you\u2019ll see that the clients’ individualized contact lists are broken down into sections. For example; you\u2019ll see many separate contact lists such as Hubspot, General Interest, Facebook, etc.<\/span><\/b><\/li>\n
  6. If you wish to export some<\/span> or<\/i> all of the client\u2019s contact lists but wish to do so by keeping them organized inside their separate lists…\u00a0<\/span><\/b>ie<\/span><\/i>; Hubspot, General Interest, Facebook, etc. then you\u2019ll want to click on the \u201cLists\u201d section and check off each and every contact list you wish to obtain, save, and export.<\/span><\/li>\n
  7. After you\u2019ve checked off every contact list you wish to export click the blue <\/span>Export All Contents<\/span> 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: \u201c<\/span>Export All Contacts<\/span>\u201d.<\/span><\/b><\/li>\n
  8. After choosing \u201cExport 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).\u00a0<\/span><\/b><\/li>\n
  9. If you wish to export <\/span>ALL <\/span><\/i>of the client\u2019s contact lists (that is: every single individual contact list under that client, you can do so by exporting the full \u201cMaster\u201d client contact list. You can still choose the criteria mentioned above by checking the boxes.<\/span><\/b><\/li>\n
  10. You\u2019re ready to export your contact files into .CSV files now. Just hit Export, and choose where to save your client contact list folders.\u00a0<\/span><\/b><\/li>\n
  11. When saving several contact lists, or all of a client\u2019s contact lists but still keeping them individually organized by type (like Hubspot, Facebook, etc) it\u2019s 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\u2026. save the sub-folders within one larger folder.<\/li>\n
  12. Finally\u2026 since some client\u2019s contact lists can be large, it\u2019s 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\u2019s not too large.<\/li>\n<\/ol>\n

     <\/p>\n","protected":false},"excerpt":{"rendered":"

    The following guide will explain how to locate and then export contacts lists into .CSV files\u00a0from\u00a0Constant 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. Log into the Constant Contact BP Portal. Log in and locate the client whose contact list(s) you wish to view and\/or export. Click the \u201cContacts\u201c option on the dark gray header bar on the top pg.\u00a0 Once you\u2019ve accessed this you will be able to choose from \u201cLists\u201d or \u201dAll Contacts\u201d \u00a0 If you click on \u201cLists\u201d you\u2019ll see that the clients’ individualized contact lists are broken down into sections. For example; you\u2019ll see many separate contact lists such as Hubspot, General Interest, Facebook, etc. If you wish to export some or all of the client\u2019s contact lists but wish to do so by keeping them organized inside their separate lists…\u00a0ie; Hubspot, General Interest, Facebook, etc. then you\u2019ll want to click on the \u201cLists\u201d section and check off each and every contact list you wish to obtain, save, and export. After you\u2019ve 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: \u201cExport All Contacts\u201d. After choosing \u201cExport 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).\u00a0 If you wish to export ALL of the client\u2019s contact lists (that is: every single individual contact list under that client, you can do so by exporting the full \u201cMaster\u201d client contact list. You can still choose the criteria mentioned above by checking the boxes. You\u2019re ready to export your contact files into .CSV files now. Just hit Export, and choose where to save your client contact list folders.\u00a0 When saving several contact lists, or all of a client\u2019s contact lists but still keeping them individually organized by type (like Hubspot, Facebook, etc) it\u2019s 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\u2026. save the sub-folders within one larger folder. Finally\u2026 since some client\u2019s contact lists can be large, it\u2019s 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\u2019s not too large.  <\/p>\n","protected":false},"author":1,"featured_media":0,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"content-type":"","footnotes":""},"categories":[36,1],"tags":[],"class_list":["post-975","post","type-post","status-publish","format-standard","hentry","category-operations-manual-entrys","category-uncategorized"],"_links":{"self":[{"href":"https:\/\/mdesignsmarketing.com\/operations_manual\/wp-json\/wp\/v2\/posts\/975","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/mdesignsmarketing.com\/operations_manual\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/mdesignsmarketing.com\/operations_manual\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/mdesignsmarketing.com\/operations_manual\/wp-json\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/mdesignsmarketing.com\/operations_manual\/wp-json\/wp\/v2\/comments?post=975"}],"version-history":[{"count":6,"href":"https:\/\/mdesignsmarketing.com\/operations_manual\/wp-json\/wp\/v2\/posts\/975\/revisions"}],"predecessor-version":[{"id":1003,"href":"https:\/\/mdesignsmarketing.com\/operations_manual\/wp-json\/wp\/v2\/posts\/975\/revisions\/1003"}],"wp:attachment":[{"href":"https:\/\/mdesignsmarketing.com\/operations_manual\/wp-json\/wp\/v2\/media?parent=975"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/mdesignsmarketing.com\/operations_manual\/wp-json\/wp\/v2\/categories?post=975"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/mdesignsmarketing.com\/operations_manual\/wp-json\/wp\/v2\/tags?post=975"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}