video1.0<iframe src="https://www.loom.com/embed/cb93aeb6939a47fa8bd3f712851adaa1" frameborder="0" width="1280" height="960" webkitallowfullscreen mozallowfullscreen allowfullscreen></iframe>9601280Loomhttps://www.loom.com9601280https://cdn.loom.com/sessions/thumbnails/cb93aeb6939a47fa8bd3f712851adaa1-b7d3a6e576d38f1d.gif135.759In this video, I guide you through preparing the Smarter Report for upload to Eligible. You'll receive a password-protected sheet from the network, which needs to be opened in Excel. I'll show you how to add columns for client marketing preferences manually. Remember to match the column headers precisely for our automation tool. Finally, I'll demonstrate how to indicate client preferences as yes or no for marketing contact.