Create an Export Format for Email Mail Merge | Scribe

    Create an Export Format for Email Mail Merge

    • Caitlin Lee |
    • 8 steps
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      This guide walks through the steps to create a custom export format so that you can download an EveryAction export for an email mail merge. This process might be used if your org uses a bulk emailing system outside of EveryAction (ex. Mailchimp or Constant Contact). For information on how to use EveryAction's emailing function see the [Targeted Email](https://clctoolbox.thinkific.com/courses/targeted-email) course. For a more general overview of creating Custom Export Formats, see the "Exporting" chapter in the [Reporting](https://clctoolbox.thinkific.com/courses/reporting) course.
      1
      From the left search menu of your EA account, search and select EXPORT FORMATS.
      2
      Click ADD A NEW EXPORT FORMAT.
      3
      The first section will include options for "Based on Export Type" with the default set to "Contact." Leave this default for your email export. We'll also leave the default "Export each contact in my list" since to email each person separately, rather than financial households.
      4
      Click the drop-down menu under "Fields to Export" and select the fields, one at a time, that you would like included in this type of export.
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      You can scroll to find the fields you want to add, or you can type in search keywords. For example, type "primary" and the fields that include that keyword begin to populate for selection.
      5
      Most email merges will use the fields shown below. If there are other merge fields your org uses in emailing, add those as well.
      6
      "Export File Type" auto-populates with Excel (.xls) selected. Leave the default.
      7
      Give the format a name.
      8
      Click SAVE.
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      Now you have a custom export format for email mail merge! See "Create and Use a Custom Export Format" in the [Reporting](https://clctoolbox.thinkific.com/courses/reporting) course for next steps to download your list.