A contact report includes the following details:
- First Name
- Last Name
- New = uninvited
- Active = has set up their account
- Expired = invite has expired after 7 days
- Inactive = deactivated in Liscio
- Date of the last invite
- Date of when the invite expired
- Date of when account was activated
- Date of when account was deactivated
- Phone Number
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 Contacts on the left side of the screen.
- Click All at the top of the page to view all contacts
- You can also click into each category (New, Invited, Active, Expired) to download a report containing a subset of Liscio users
- Click Search.
- Click the download icon in the upper right-hand corner of the screen.
- Each page will download as an Excel Sheet.