How can I generate and export a list of client email addresses in Digitail?
Digitail provides straightforward options for generating and exporting a list of client email addresses through its reporting features. This guide will walk you through accessing client reports, exporting email data, and taking further steps to organize this information as needed.
Overview
You can use the Client Reports section in Digitail to access client records and export them in a file format such as CSV or Excel. The export includes detailed client data, including their email addresses. You can then customize this data by filtering, sorting, or removing duplicates.
Step-by-Step Guide
1. Access the Client Reports Section
Navigate to the Reports section of your Digitail dashboard.
Click on Client Reports.
2. Export the Client Report
Open the Clients Report.
Select the Export option (CSV or Excel format).
Save the exported file to your computer.
3. Filter and Organize Email Data
Open the exported file in a spreadsheet tool such as Excel.
Filter the data to display clients with email addresses.
Optionally, sort the data or remove duplicate email entries.
Post-Export Options
Copy and Share Emails: After filtering, you can copy email addresses for communication or additional processing.
Upload/Import: Use the filtered list for bulk email campaigns or database updates in other systems.
Troubleshooting
If you cannot locate the Clients Report, ensure you have the necessary permissions for accessing reports.
Verify that the exported file opens correctly in your chosen spreadsheet application.
Check your export filters to ensure all relevant data, including email addresses, is visible.
Related Topics
How to use other reports in Digitail
Importing filtered email lists into email campaign tools
This guide ensures you can quickly generate, export, and utilize client email data within Digitail effectively.