Exporting Contacts

Paminga's Contact Export provides for some pretty excellent flexibility:

• Export the exact leads/contacts you want by adding conditions via Paminga's Segment Builder
• Choose the exact fields you'd like included in your .csv file

Contact Export Drawer:

Export File Name

Choose the name you'd like for your .csv file.

When you download the file, this is the name it will be saved with.

Choose Conditions to Filter Contacts

Export the exact leads/contacts you want by adding conditions via Paminga's Segment Builder.

The Segment Builder gives you incredible control in filtering your leads and contacts.

Choose the Fields You'd Like Included

Paminga's Field Chooser makes it easy to select the exact fields you'd like included in your .csv file.

Paminga's Field Chooser:

Select Fields From Related Objects

You are not limited to including only Contact fields in your export.

You may easily choose to include fields from several related objects:

• Contact Standard Fields
• Contact Custom Fields
• Account Standard Fields
• Account Custom Fields
• Account "Owner" (the user to which the account is assigned in your connected CRM)
• Latest Visit
• Lead Owner (the user to which the lead/contact is assigned in your connected CRM)
• First Touch
• Last Touch

Field Selections Remembered Automatically

When you export contacts, your field selections are automatically remembered.

The next time you export contacts, the same fields you chose to export last time will be pre-selected for you.

You are able to download a .csv of your Contacts from multiples places on the platform:

• Contact Dashboard
• From an individual List or Subscription
• From a Segment
• From the Automation Statistics

The Export Process

When you're done with your settings, click the "Export" button.

We'll begin processing your export immediately, and you are free to navigate elsewhere in the platform, or log out entirely.

Timing

How long your export takes will depend on how many records are being exported as well as how many fields you chose to include.

Exports are commonly completed within a few to several minutes.

Notification When the Export is Complete

When you export has completed:

• A notification will appear above the top navigation bar, no matter where you are in the platform. You can download your .csv file directly from that notification
• A notification will appear in the Notification Center. You can download your.csv from here as well
• Your notification will remain in the Download Center until it expires

Contact Export History

Each of your exports is stored in your Export History for at least 30 days.

You're able to view the file name, export date, and the filtering conditions used for each export.

The "Re-Do Export" button allows you to quickly re-do the same export, with the opportunity to adjust conditions and selected fields before kicking off the export.