Contacts -> Export Contacts to a File

Click the image to begin the video.

1b) Who Do You Want to Export?

There are five options for exporting members:

Export all contacts in the selected list(s) below
Export contacts who match my search criteria in the selected list(s) below (includes steps 2a and 2b)
Export all contacts in the selected segment(s) below
Export contacts via filter in the selected list(s) below
Based on Inactivity

1b) Select a Contact List(s)

After choosing how you would like to export, the next step is the same for all export requests excluding the "Export contacts who match my search criteria in the selected list(s) below" option. We will discuss this option first. If using any of the other Step 1 filters, you may skip to Step 3.

Choose your option and when finished press the Next button.

2a) Filter Basic Details (for "contacts who match my search criteria" only)

On this page you may choose to filter:

Email Address: Enter an email address of a member you would like to export.
Mobile Phone: Enter a mobile number of a member you would like to export.
Email Format: Enter an email format, HTML or Text, filter you would like to apply.
Email Confirmation Status: Enter an email confirmation status filter you would like to apply.
SMS Confirmation Status: Enter an SMS confirmation status filter you would like to apply.
Activity Status: Enter an Activity status filter you would like to apply to the export conditions.

2b) Custom Field Details (for "contacts who match my search criteria" only)

If you have any custom fields you have created, and would like to apply them as a filter condition, make the necessary selections.

When finished press the Next button.

3a) File Format

File Format: Choose to export the file as a CSV or XML.

3b) Export Options

Include Field Headers: This will export the column headers inside of the CSV or XML file.
Field Separator: Choose the Field Separator to use. If unsure, leave this setting alone.
Field Enclosed By: Choose the export Field Enclosed By option. If unsure, leave this setting alone.
Secondary Accounts: If the reward program has merged accounts, choose to export both the primary and secondary member or only the primary member. If checked, the secondary member will be removed, and only the primary member will export.

3c) Fields to Include

Choose which fields you would like to export using the field drop downs. If you would like to exclude a field from the export, in the drop-down choose None.

When finished press the Next button.

NOTE - In most cases, the default settings on this page are appropriate. If you would like to make changes to the export file, do so here.

4) Start Exporting

When you're ready to export press the Start Exporting Contacts button. When pressed, a pop-up will ask where the file should save on your computer.

Learn about Remove Contacts next.

Export Contacts to a File Print