Protocol: Recipient Export Without Lists (Free HubSpot)

Day Before the Event

• Go to Contacts.

• Use the Filters panel (top left):

  • Add filter → property = Tags (or whatever you use).

  • Condition = contains → “asking for a basket.”

• This creates a one-off filtered view.

  • You don’t need to save it as a List.

  • Just keep it as a temporary search.

Export

• Click Actions → Export View.

• Choose CSV.

• Select only the fields you need:

  • Contact Name

  • Phone Number

  • Email

  • Street Address, City, State, Zip

  • Notes / Special instructions (if you store those)

Drop into Google Sheet

• Open your Hand Deliveries sheet.

• Paste export under these columns:

  • Recipient Name

  • Phone

  • Address

  • Basket Count (default = 1)

  • Notes (gate code, etc.)

  • Assigned Volunteer

  • Status (Not Assigned / Assigned / Picked Up / Delivered / Issue)

Event Day

• James uses the sheet to assign addresses to volunteers.

• As deliveries happen, update the Status column.

• Print backup copies if internet is spotty.