In this article we will show you how to create a mailing list where you select the specific address info you would like to appear. BusinessMind does offer a more streamlined mailer download which pulls all available address info automatically. For information on the Download Mailer Service option click here.
In BusinessMind there are many different ways to create custom smart set searches for the data you are looking for. This is just one quick example of this can be done.
In this search we will be looking for a list of clients that spend over a certain dollar amount per year.
From the BusinessMind home page click on contacts
Create a New SmartSet Query under contacts.
Label your smart set and select the columns you require for your mailing like Street, City, State, Zipcode, ect...
Save your smart set.
Now run your smart set by clicking it under the smart sets section of contacts
Click the Download link to display the download options
Click the Download CSV button which will open your data in your favorite spreadsheet program.
Now that your data is open save the file to location of your choosing.