Corebridge - Export Guide

STEP 1: Log into Corebridge. Enter your username and password, then click Login.

STEP 2: Click on “Sales Module” and scroll down to click on “Management”

STEP 3: On the Management Module screen click “Global Settings”

STEP 4: Click on “Services”

STEP 5: Click on “Generate Report”. In this step we will manually run the report to export the data for transactions that occurred in the past. This will capture customers who purchased BEFORE the automatic data send begins.

NEXT: Select the Beginning and Ending Date ranges for your last manually exported file. It is your preference how far you go back, but generally we recommend going back 60 days.

NEXT: Click the “location” pull down field and select your location. Click the “View Report” button. You may scroll down and to the right to see all the fields.

NEXT: Export the report by clicking the save/export icon and selecting “Excel”. Then save the file to a known location.

STEP 6: Navigate to where you saved the file, attach it to an email and send it to your location's Launch File Email Address. If this is your first time sending a list to LoyaltyLoop, please include your name, company, city, state, address in your signature line or somewhere in the email. This export file captures customer transactions that occurred BEFORE your automatic sending of transactions began (if setup).