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Exporting Contacts

One of the most useful tasks in Datrm.in is creating a segmented list of contacts, then exporting them so you can drop them into a messaging tool to contact them. Here’re the quick and dirty steps to export a list of contacts:

  1. Start by logging in at https://app.datrm.in
  2. Click on Contacts.
  3. On that page, click on Filter.
  4. Then Add Filters.
  5. Add as many filters as you need to get the right segment of contacts. For example, if you want to export a list of donors to invite to an upcoming event, you’ll probably want to add two filters:
    1. Total Contributed | greater than | X (e.g., 50, 200, 500, 1000, etc)
    2. ZIP Code | 50 miles from | [enter the zip code for the venue]
    3. That should give you the list you’re looking for.
  6. If you want to keep this filter to reuse in the future, you can click the “Save filter” link above the filters and give it a name. Then you can always just go to the “Saved Filters” button and run it.
  7. Okay, once you have the list you need, just click on “More Actions” then Export Contacts. You’ll see a blue alert that the export has started, then another green alert telling you the export is complete.
  8. Once the export is complete, click on More Actions again and go to File Log.
  9. Here you can download your list by clicking on the blue “Download” button.