How To Export Lists From Cooler Email

For many chapters, your main Cooler Email list may have been derived simply by importing your latest membership list from Chapternet. But if you have a webform tied to that list, or if chapter volunteers have been manually adding to it, there will be more contacts than are in the Surfrider National database, and you may very well want to export or download that list (or lists) from Cooler Email. Here's how to do it.

The basic steps, which will be expanded upon below, are:

1. Login to Cooler Email.
2. Figure out which list you want to export (your chapter may very well have only one list).
3. Click "Contacts".
4. Click "Export".
5. In the "Email List Export Manager", (de-)select the fields you do and don't want to grab.
6. Click "Export Now".
7. Save your file.

Pretty simple! The only real stumbling block is that the Email List Export Manager defaults, somewhat haphazardly, to selecting a whole lot of fields that the vast majority of us do not need, the vast majority of the time.

1. Login to Cooler Email.
If you don't have a Cooler Email login, contact Katz.

2. Figure out which list you want to export (there may very well be only one list).
3. Click "Contacts".

4. Click "Export".

5. In the "Email List Export Manager", (de-)select the fields you do and don't want to grab.
Don't ask me what logic went into the decision to default certain fields here as checked! This wouldn't be a big issue except that if you only want some of these fields, there's no way to de-select all of them in one shot. You have to manually go thru and de-click (or click) the ones you don't (or do) want to export in your file.

Something else to keep in mind: several of these fields will likely have blank, or even incorrect data. Things like "SpouseFirst" and "Industries" are rarely used.

I would also de-check "Include Stats" if you are using this for anything other than specifically seeing how your email blasts have been doing. In the case where you really do want to see that, A-OK, but if not, it's a lot of clutter.

(Note: on Windows, I believe you can de-check these lists without using your mouse/trackpad by using the tab keys and spacebar keys).

6. Click "Export Now".
7. Save your file.

That's it! The only thing to say about Saving the File is that it's a pretty fast download in many cases and depending on your browser configuration, you may not even know that it's worked... you may suspect it is not working at all! Check your desktop... there may be a new file there. You can open this file in a spreadsheet application (or a text editor).