1. Extracting Contact Info
Marketing SpecialistBackground
You have a 50-column CSV export from your CRM, but you only need the 'First Name', 'Last Name', and 'Email' for an email campaign.
Problem
The file is too large to manage easily and contains sensitive internal data that shouldn't be in the campaign list.
How to use
Set selection method to 'By Column Name', enter 'First Name,Last Name,Email', and process the file.
Outcome
A clean, 3-column CSV file ready for import into your email marketing platform.