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How to create a smart set for contacts with email addresses
How to create a smart set for contacts with email addresses

Describes how to create a smart set for contacts with email addresses and download this data so you can use it for an emailing.

Chris Minassian avatar
Written by Chris Minassian
Updated over 3 years ago

Below you will find detailed information on how to create a smart set for contacts with an email address and how to download that data to your favorite spreadsheet program.

  • Click on the Contacts link from the BusinessMind home page.

  • Click the New SmartSet Query link from the view contacts section of the contacts home page.

  • Name your smart set and select Email Address from the column selection. Be sure to select any additional columns you may need.

  • From the search drop down select Email Address, from the next drop down select contacts(case-insensitive), in the empty search field type the @ symbol. This is pictured in the screen shot below.

  • Click the Save Smart Set button to create and save your smart set. When your smart set is saved it will appear in the Smart Sets list on the left.

  • Click on your smart set from the Smart Set list to run the smart set.

  • Click the Download button to bring up your download options.

  • Click the Download CSV button which will download your data into your favorite spreadsheet program like Excel or Numbers.

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