New Crimson Feature: Export by Channel

Do you need a list of donors with phone numbers in your database, or do you want to see how many supporters have opted into getting text messages?

A new feature in Crimson allows you to “export by channel,” and download contact records only containing email, SMS, phone numbers, or direct mail information.

With the Export by Channel feature, you can order the priority of exported records containing specific information:

• Email – Records with a valid form of an email address.

• SMS – Records with a mobile phone number

• Phone – Records with home phone number

• Direct Mail – Records with a complete mailing address

Through this drag-and-drop option, you can also suppress records marked with specific flags from being exported. For example, you can suppress files marked as “Do Not Mail” from being exported from the Direct Mail channel.

If you would like to learn more about how to use this new feature, click here to see the Export by Channel guide in the Crimson Helpdesk.