How to Export Contact Data via CSV

1. Navigate to the Contacts Tab

   • Go to the Data Centre.
   • Select the Contacts Tab from the main navigation menu.

2. Apply Filters

   • Use filters to focus on specific participant attributes or behaviors, such as:
     • Number of promotions entered.
     • Specific promotions or activity date ranges.

3. Sort and Customize the Table View

   • Adjust the columns to display the data you need (e.g., Name, Email, Total Promotions Entered).

4. Export Your Data

   • Click the Export List button at the top right of the page.
   • Choose between:
     • Export All Contacts: Includes all participants in the Contacts Tab.
     • Export Filtered Contacts: Exports only participants matching your applied filters.
   • The system will email you a CSV file, which you can download.
     
     

Understanding the Exported CSV

The CSV file may include:

• Name: Participant name.
• Email: Participant email address (if provided).
• Promotions Entered: Number of promotions the participant has engaged with.
• First Entry Date: The date of the participant’s first engagement.
• Last Entry Date: The most recent engagement date.