How to Download a Contacts Report
A contact report includes the following details:
- First Name
- Middle
- Last Name
- Primary Email
- Activation Status
- New = uninvited
- Invited
- Active = has set up their Liscio account
- Expired = invite has expired after 7 days
- Inactive = deactivated (archived) in Liscio
- Date of the last invite
- Date of when the invite expired
- Date of when their account was activated
- Date of when their account was deactivated (arch)
- Mobile Phone Number
- Is texting enabled?
- Has User Unsubscribed?
The report can be used for various reasons. For example, a list of expired invites can be useful to create a marketing campaign for those specific contacts to help onboard them into Liscio.
The report allows quick access to email addresses and other useful details.
To download a contact report:
-
Click Contacts on the left side of the screen.
- Click All at the top of the page to view all contacts.
- You can also click into each category (New, Invited, Active, Expired) to download a report containing a subset of Liscio users.
- You can also click into each category (New, Invited, Active, Expired) to download a report containing a subset of Liscio users.
- Click Search.
- Click the download icon in the upper right-hand corner of the screen.
- Each page will download as an Excel Sheet.
Related Article: How to Download an Accounts Report
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