Export Contacts from Groups

Export Contacts from Groups

As you communicate and engage with your contacts, you can export out your existing contact database and related information to an excel file for  further analysis

Export Contacts

To export contacts from a group, do the following:
  1. On the Left hand menu, navigate to the Group.
  2. Under Contacts, Click on the “Export” icon  , this will open up the Report Options. 
  3. Select the Contact fields that you would like to include in the export . You can include custom fields as well.
  4. You can also choose a Date Range (Date From and Date To) for the contacts you desire to export.
  5. Once you have selected the desired report options and date range, click on “Generate Report”
  6. An Export Contacts background task will start and once it is complete, click on the download icon on the task to download the Contacts Export report.

Export Search Contact Results

Once you have performed a search under the Contact List, you can go ahead export the results into an excel file for further analysis
  1. On the Left hand menu, navigate to the Group.
  2. Under the Contact List, click on the search box
  3. Type your desired search parameters and click on the “Enter Key”
  4. Your search results will be populated in the list. 
  5. Click on the “Export”, this will open up the Report Options. 
  6. Select the Contact fields that you would like to include in the export . You can include custom fields as well.
  7. You can also choose a Date Range (Date From and Date To) for the contacts you desire to export.
  8. Once you have selected the desired report options and date range, click on “Generate Report”
  9. A respondents report task will start and once it is complete, click on the download icon on the task to download the Contacts Export report.

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