Mailing List Report

The Mailing List Report allows you to generate mailing lists from your client database, which can then be exported to Excel. This tool is ideal for creating targeted mailing lists based on various criteria.

Customising Your Report:

1. Select Criteria
    Choose the parameters for your report. You can filter by one or more of the following options:
   • Account Manager
   • Market Segment
   • Industry Category
   • Source (Defined in the Client Module, General or Agent Tab)
   • Function Type
2. Refine Your Results
   You can further refine your list by selecting specific Venue or Supplier options from the right column.
3. Contact Status
    You can filter contacts based on their mailing preferences (Newsletter, Marketing and Third Party):
   • All Contacts
   • Opted-Out Contacts
   • Opted-In Contacts
4. Confirmed Business
   By ticking the Show Only Contacts with Confirmed Business checkbox, you can generate a mailing list based on existing customers.

Generating and Exporting the Report:

• After selecting your filters, click Preview to view the results.
• You can Save to PDF if you need a printable version of the report.
• Click Reset to clear all selections and start over.

To export your mailing list, click on the Floppy Disk icon at the top to download the report as a spreadsheet.

Importing Mail Opt-Outs:

To ensure your mailing lists are up-to-date and comply with legal requirements, you can import opt-outs from your Mail Manager software using a CSV file. The required format is displayed in the screenshot.

1. Click the Browse button to locate the saved CSV file.
2. Once selected, click Import to update the mailing list with opt-outs.