Exporting Loyalty Member Contacts

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Objective

This SOP outlines the steps to export a list of loyalty members and their points from the contact management system.

Key Steps

Step 1: Access Loyalty Member Smart List 0:01

• Navigate to the Contacts section.

• Select the Loyalty Member Smart List.

• Ensure the list indicates 'Loyalty Members' and contains fewer entries than the 'All Contacts' list.

Step 2: Select All Loyalty Members 0:20

• Locate the checkbox next to the contact names.

• Check the box to select the loyalty members.

• Immediately click on Select All to ensure all members across multiple pages are included.

Step 3: Export the Selected Contacts 0:30

• Click on the Export button.

• Confirm the export by clicking Export again.

Step 4: Monitor Export Progress 0:49

• A pop-up will appear with options to Dismiss or Check Progress.

• Click on Check Progress to view the status of your export.

Step 5: Download the Exported File 0:57

• Once the export is complete, locate the latest export item at the top of the list.

• Click the Download button to save the file to your computer.

Step 6: Access the Downloaded File 1:04

• Open the downloaded file directly from the browser (if using Google Chrome) or navigate to your downloads folder.

• Open the file to view the list of loyalty members, including their first name, last name, phone number, email, and reward points.

Cautionary Notes

• Ensure you have the necessary permissions to access and export loyalty member data.

• Double-check that you are in the correct smart list to avoid exporting the wrong contacts.

Tips for Efficiency

• Regularly check for updates in the contact management system to ensure you are using the latest features.

• Familiarize yourself with keyboard shortcuts for quicker navigation.