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Exporting Contacts from Messenger
Exporting Contacts from Messenger
Illya avatar
Written by Illya
Updated over a week ago

If you need to manage your contacts outside Smarter Contact, you can export your leads from the 'Messenger' tab using the 'Export' button.

You can export your leads:

  • by campaign

  • by group

  • by label

Currently, you cannot multi-select the filters and can only export one option at a time.

To export contacts, please follow the steps below:

  1. Go to the Messenger screen

  2. Click on the Export button

  3. Select the option you'd like to export (by campaign/ by group/ by label)

  4. Select the desired Campaign/ Group/ Label

  5. Move the cursor of your mouse over the little arrow to the right and select:

    5a. File - This will trigger an automatic download of the CSV file with all of the leads in the selected campaign/ group/ label

    5b. REISift* - This will send all the leads' labels and statuses to your integrated REISift account.

    5c. CRM* - This will send all contacts of the selected campaign/ group/ label to your integrated CRM (through Zapier). Note that you will see the actual name of your set integration instead of the 'CRM' here.

*Please note that the Export to REISift and Export to CRM options are only available with the Ninja and Top G Plans and require a set integration.

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