A contact report includes the following details:
- First Name
- Last Name
- Date of the last invite
The report can be used for various reasons.
Ex. A list of expired invites can be useful to create a marketing campaign for those specific contacts to help onboard them in Liscio.
The report allows quick access to email addresses and other useful details.
To download a contact report:
- Click Bulk Actions on the left side of the screen.
- Click Invite to Liscio.
- Click Select Entity to search by entity type.
- Click Select Status to search by status.
- Click Search.
- Click the download icon in the upper right-hand corner of the screen.
- Each page will download as an Excel Sheet.