To Export Your Data as a CSV
- From the Data Campaigns page, click on the campaign where you wish to export data.
- You will then be directed to the Campaign Detail where you can:
- Use filters to show desired data.
- For more information on filtering data, refer to Sorting & Filtering Your Data.
- Select the desired records by using the checkboxes to the left.
- You can also use the Select All checkbox (that's the topmost checkbox).
- Click on Export as CSV.
To Export Your Data to Salesforce
You will need to have our Salesforce Integration connected and set up prior to export.
- From the Data Campaigns page, click on the campaign where you wish to export data.
- You will then be directed to the Campaign Detail where you can:
- Use filters to show desired data.
- For more information on filtering data, refer to Sorting & Filtering Your Data.
- Select the desired records by using the checkboxes to the left.
- You can also use the Select All checkbox (that's the topmost checkbox).
- Click on Sync to Salesforce.
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