First, create an export template by selecting the required data fields for mailing. Click "Account Settings" at the page's bottom-left.
Click "Profile Settings."
Select "Export Templates."
Select "New Export" Template.
Enter the desired export template name for mailer., ex. "For mailer".
Select the export type: property/owner data.
Click the arrow next to the needed data field name in the left column to include it in the export.
Data fields needed for mailer:
Address (property address)City
State
Zip
Owner 1 Name
Owner Address (mailing address)
Owner City
Owner State
Owner Zip
Once done selecting, click "Save".
The new export template will appear on the page and can be edited or deleted as needed.
Navigate to the "Lists" page located in the sidebar.
On the "Lists" page, click the three-dot icon next to the list you wish to export.
Select "Export List".
For Property/Owner Data export, enter an export name.
Select an export template.
Select the mailer template "For mailer".
Deselect the option to include the owner data.
Click "Begin Export".
A notification will confirm your data export is queued. Check your inbox or Profile Settings to download it.
Click "Profile Settings".
This will open the settings page. Under Exports, click "Download" on the most recent export.
You can now open the downloaded file on your device.
