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.
Step-by-Step Guide:
Access Timeline Actions:
Navigate to the top of your Timeline Genius interface.
Click on "Timeline Actions."
2. Select Download:
From the dropdown menu, select "Download."
3. 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.
4. Download CSV Files:
Click the "download" button.
Note that the contacts will only 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.
5. 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.