Validate Email List
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Export Email List from CRM
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FluentCRM Instructions to export entire list:
- In the “Contacts” page, filter contacts by statuses: “Subscribed.”
- Click the “Export” button (top right).
- Add a check next to any additional columns and fields you want added to the exported list (By default, “First Name,” “Last Name,” and “Email” are selected to be exported, and are grayed out so you can’t deselect them).
Note: I like to select the “ID” column and the “Opt-in Date” (Custom Contact Field) I created that keeps track of the day they originally signed up. - Leave Contact Export Limit and Contact Export Offset blank
- Click the “Export Contacts” button.
- A .CSV file is automatically created, labeled and saved to your browser’s downloads folder.
Move .CSV File to Folder and Rename Exported File
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Move .CSV file to a folder where you will manage all of the files created by this cleaning process.
Rename the exported file something that will make sense to you in the future, and that will differentiate this as the original (unedited) version exported out of your CRM.
2024-01-30 – FluentCRM Export Subscribers – Original Version
Remove All Columns in .CSV file except “Email”
Create a second version of this exported list file, and remove all columns except for “Email” — this single column is all your list cleaning service wants and needs to work with.
- Duplicate file
- Rename new file to differentiate it from original and designate this is the file for uploading to cleaning service
- Load new file into spreadsheet application
- delete all columns except for Email
- Save .CSV file (so it updates this file to have only the email column)
Upload List to List Cleaning Service
Login to your list cleaning service, and click the button to upload your newly edited .CSV file with just the email column.
Instructions for ZeroBounce (My preferred service)
- Login
- From home page, click “Validate New List” button (to validate an entire list) from the top “Validate” dashboard section
Remove All Columns in .CSV file except “Email”
Create a second version of this exported list file, and remove all columns except for “Email” — which is all your list cleaning service needs to work with.