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Knowledge Base Home aero-right

How do I create a CSV file?

To create a CSV file, you must use a text editor or a spreadsheet program, or export your contacts from an external program. Depending on how your email contact list is stored, you may be able to export a CSV file instead of having to create one from scratch. Most email clients such as Microsoft Outlook have an option to export to CSV format. Using Notepad: 1) Format your header

Contact Lists Importing / Exporting March 21, 2019

Is it possible to transfer my Salesforce contacts into Benchmark Email?

To transfer Salesforce contacts manually into Benchmark Email, you will need to use the following steps: Open your browser, go to http://www.salesforce.com, and log in with your email address and password. Click on the Reports tab on the top menu. To export Accounts: Click on the Active Accounts link. To export Contacts: Click on the Mailing List link. On Step 1, select your report type and then select Tabular Report.

Contact Lists Integrations August 7, 2018

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