To export any record in Artsystem5, first go to Settings in order to select the fields for the export. Once the Settings are set up, then simply open the module to select the records for export. Depending on how Contacts have been designed for an email blast the easiest thing to do is create a View Set to find all records where Email is populated, or if Categories were added Users could select all records where Contacts have Category = Email List. Once the list is selected, simply generate the CSV export. The CSV export is a comma separated value file which can easily be opened in Excel.
Settings Export
- Select from the main menu Settings: Export.
- Select Contacts CSV for the Export Type.
- Move all the desired fields for the export from Available Fields to Selected Fields using the Arrow icons.
- When complete select the Save button. Say OK to the prompt 'Layout Saved'.
- SEE Export Settings.
Create View Set
To create a View Set of all Contacts with an Email address:
- To create a new View Set, open Contacts and select from the Action Bar: New > ViewSet
- In the Advanced Section, click on the Add icon
to add a line item in the Advanced Section. - Select the desired field in the first box, in this example we will select 'Email'.
- Select the parameter in the next box, in this example we will select 'Anywhere'.
- Select the criteria in the last box, in this example we will select '@'.
- Select the OK button to generate the View Set.
To create a View Set of all Contacts with a Category = Email List:
- To create a new View Set, open Contacts and select from the Action Bar: New > ViewSet
- In the View Set menu, click on Category to open the Category Pane.
- Select the desired category, in this example we will select 'Email List'.
- Select the OK button to generate the View Set.
NOTE: When users create View Sets the View Set side bar appears with the new set 'New View' highlighted. To save the View Set to use again and again select from the Sets dropdown>Save New View SET and type in a name to identify the Set. SEE View Sets.
Generate the CSV export
- Select from the black Action Bar: Share > Download > Download as CSV
- When the download is complete you will be prompted (see image below). Users can select to either Open the File (with the default program) or to Save the File.
