Export your leads

Export leads

1. On the Leads page or a campaign's Leads tab, click Export / Import.
2. On the Export tab, choose the File format: Comma-separated (CSV) or .xlsx spreadsheet (Excel).
3. Under Recipients (separate with ',' for multiple), enter the email addresses that should get the file.
4. Under Export columns, choose All columns, Selected columns or, on a campaign, Campaign columns (the fields of that campaign).
5. With Selected columns, move the columns you want from Unselected fields to Selected fields.
6. Optional: choose a Period (leave empty for all leads).
7. On a campaign, you can also tick Export winners only or Filter based on participation.
8. Click Export.

"The file is being exported and will be sent to your email shortly." The email has a download link that works for 48 hours.

Period and participation

By default, the Period filters on when the lead was created, that is, when the person first signed up in your account. On a campaign, tick Filter based on participation to filter on when people took part in this campaign instead. Use it to include people who signed up earlier and came back in the period.

On a campaign, the period uses the campaign's time zone.

Columns you can include

Besides the form fields, you can include columns such as Created At, IP Address, Channel, Prize, Prize Discount Code, Permission Text, Double Opt-In Confirmation Date, Participation dates and Drawing tickets. You must select at least one column.

Schedule exports

To get a fresh file regularly, for example every Monday:

1. Set up the export as above.
2. Turn on Save as scheduled export.
3. Choose the Timezone and the Export generation time.
4. Choose the Send frequency: Daily, Weekly (pick the Day of the week) or Monthly (pick the Day of the month).
5. Turn on Only on weekdays if you want to skip weekends.
6. Click Create.

A scheduled export has no Period setting. Your scheduled exports are on the Scheduled exports tab, for example "Daily at 08:00" or "Weekly on Monday at 08:00". Open a schedule's More actions menu and click Edit to change it (then Save), or Delete to remove it (Delete scheduled export). Click Add schedule to make a new one.

Keep exported data safe

An export contains personal data. Store the file safely, share it only with those who need it, and delete it when you are done. To send leads to your email tool automatically, use an integration instead. See How integrations work.