Spark Agency Center
Spark Agency Center
/Platform Features
Platform Features
/Export your clients & mail merge
Export your clients & mail merge
Export your clients & mail merge

Export your clients & mail merge

Tags
Files & media

Getting started

About SparkAbout SparkOnboard to SparkOnboard to SparkSupport contactsSupport contacts

The Spark platform

Business reportingBusiness reportingWhite-labelingWhite-labelingAgency viewAgency viewPlatform ChangelogPlatform Changelog

Recruiting

SourcingSourcingOnboardingOnboarding

Onboarding agents

New agent contractingNew agent contractingReady-to-sell chaseReady-to-sell chasePlatform onboardingPlatform onboarding

Servicing agents

Agent Help CenterAgent Help CenterMarketing SupportMarketing Support

Back office

Finance & coopFinance & coopManaging hierarchiesManaging hierarchiesComplianceComplianceOffboardingOffboarding

Training

Live trainingsLive trainings

Other

Special programsSpecial programsAnnouncementsAnnouncements

Export and Mail Merge

Learn how you can export your contact list for client retention & marketing purposes
‣
We know our agents sometimes need to create a filtered list for mail merges and printing labels. You can go through both walkthroughs on how to create that list for the mail merge, and how to export the list into Excel and Word.
‣
The next step is making the labels with your previously created report. Below, you can learn about importing the report into Excel, then Word, and how to print your labels with your client information. Click the arrow to the left for the walkthrough.

Add content here

← Previous

Platform features

Next →

Marketing

  • Export and Mail Merge
Logo

support@sparkadvisors.com