Maximizing the potential of your professional network is essential in the event planning industry. Timeline Genius offers a feature that allows you to export your contacts—vendors, venues, and clients—into a spreadsheet, making it easier to manage your relationships and communications. Here's a quick guide on how to export your contacts from a timeline.
📋 Want Vendor Contacts on Your Full Timeline PDF?
The Venue/Vendor/Wedding Party Contacts section can appear directly on your Full Timeline PDF — it is not limited to CSV export only. If your vendor contacts are not showing up on your full timeline PDF, it is likely because the Contacts section is not assigned to the Full Timeline. Here is how to fix it:
Open your timeline and go to Edit View.
Scroll to the Venue/Vendor/Wedding Party Contacts section.
Click the section settings/dropdown and make sure it is assigned to the Full Timeline.
Re-download your Full Timeline PDF — your vendor contacts should now appear!
Note: If you created this timeline using a previous timeline as a template, the section assignments may not have carried over correctly. You will need to manually reassign the Contacts section to the Full Timeline in Edit View for each affected timeline.
If you would prefer to export your contacts separately as a CSV file (for use in email marketing tools, CRM systems, etc.), follow the steps below.
Step-by-Step Guide: Exporting Contacts as a CSV
Access Timeline Actions:
Navigate to the top of your Timeline Genius interface.
Click on "Timeline Actions."
Select Download:
From the dropdown menu, select "Download."
Choose Contacts to Export:
You will see options to download different types of contacts (clients, wedding party, venues, vendors).
Select the contacts you wish to download.
If the wedding party contacts are not appearing in this list, please make sure you have added wedding party contacts to the timeline first.
Download CSV Files:
Click the "download" button.
Note that contacts exported this way will download as CSV files.
If you select more than one type of contact, they may download as a ZIP file.
Double click the Zipped file to open it.
Open and Utilize:
Open the downloaded files on your computer.
You will have access to well-organized lists that you can use for various purposes.
Making the Most of Your Exported Contacts
With your contacts now in a spreadsheet, you can:
Create a Preferred Vendor List: For quick reference.
Upload to Email Marketing Software: For sending e-cards, newsletters, or event invitations.
Analyze Your Network: For future marketing and business development strategies.
Why Export Contacts?
Exporting contacts provides several advantages:
Convenience: Easier to sort, filter, and search through your contacts.
Integration: You can integrate your contacts into other software tools or CRM systems.
Backup: Ensures you have a copy of your contacts outside of Timeline Genius.
Knowing how to export your contacts from Timeline Genius can save you time and open up new possibilities for managing your professional network. Whether for marketing purposes or simply to keep a handy list of your connections, this feature is a valuable asset for any event planner.