This guide walks you through the full process of filtering, customizing, selecting, and exporting a property list directly from your 8020REI domain. Whether you're preparing a marketing campaign, analyzing lead segments, or building a targeted call list, this workflow ensures clean and tailored exports every time.

? Step 1-2: Access Properties and Switch to List View

  1. Log in to your 8020REI domain
  2. Navigate to the left-hand menu and click "Properties"
  3. At the top of the screen, click the "List" tab

This view shows all available properties after any filters are applied.

Creating Custom Filters

You'll see some predefined filters (e.g., Marketing lists, Cold, Hot, Follow-up). To create a custom filter:

  1. Open the Filter Panel - Click the Filter icon to open advanced filtering options
  2. Create a New Filter - Click "Add new filter"
  3. Select Filtering Criteria
    • Choose a field, such as "Property ID greater than 0"
    • Use "Add Condition" to include multiple rules
    • Combine using "AND" (stricter) or "OR" (broader)
  4. Save the Filter
    • Click "Save Filters Configuration"
    • Name your filter (e.g., "Qualified Leads – Q2")
    • Click "Save"

? Select and Export the List

  1. Apply the Saved Filter - Select your filter from the dropdown to view matching properties
  2. Select All Properties - Use the checkbox at the top to select all visible properties
  3. Click "Actions" → Export - Find the "Actions" menu in the upper-right and click "Export"

Export Settings and Configuration

Choose or Create an Export Configuration

  • Use a saved export configuration, or
  • Click "Create New Configuration":
    • Name your setup
    • Select and reorder columns
    • Click "Save"

Note: The fields "Targeted Messages", "Targeted Groups", and "Numbers" will always appear at the end of the file, regardless of order selected.

Set Export Parameters

  • Choose scope: All filtered properties or specific selections
  • Choose format: CSV or Excel (.xlsx)
  • Optional - Customize Phone Number Export:
    • Click "Options for Numbers"
    • Select phone types to include (Mobile, Landline, VOIP)
    • Click "Phone Type" under "Columns" to include that column

Run the Export

  1. Click "Export"
  2. You'll receive an email notification with a download link once complete

? Export History & File Access

To review or download past exports:

  • Go to "Export Property"
  • Click "Export History"
  • Click "Download" next to the relevant export

✅ Best Practices

  • Use clear naming for filters and export configurations
  • Save configurations for recurring tasks (e.g., skip tracing, direct mail)
  • Test small batches if using external tools to ensure formatting works
  • Include columns like "Last Step" or "Marketing Step Count" to track campaign progress
  • If exporting more than 10,000 properties, segment your list using filters by zip code or score range
  • Always verify formatting before uploading to external platforms like Launch Control or Salesforce

Need Help?

Not sure which columns to export or how to create an effective filter?

  • Contact your Customer Success Manager, or
  • Email our support team at support@8020rei.com

We're here to help you create the perfect export configuration for your marketing campaigns and outreach efforts.