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Export your customers data

You can export your customers data from your Acteol SE in easy steps.

Written by Stephanie Desveaux

In order to export your customers details, please follow the below steps:

  1. From SCV module, click Contact Segmentation.

  2. Drag and drop the relevant node you want to extract its data.

    πŸ€“Tip: if you want to export all your database, use the Demographics node. If you want to export all opted-in customers, use the Optin node under Communications.

  3. Click Results.

  4. Click Export options, click on Analysis Export then click Confirm.

  5. Add the required information from the Analysis Export pop-up:

    1. Enter a title for your report.

    2. By Export Fields, click the Export Format Management icon, and customise the fields of your new export:

      1. From the column with the green items, use the drag and drop method to move the fields you want into the column with the yellow items. It is recommended to have the following fields:

        • Email

        • Date Of Birth

        • First Name

        • Last Name

        • Mobile Phone

        • PostCode

        • Phone

      2. If you want to remove some fields from your view, drag and drop the fields in the column with the yellow items into the opposite section

      3. Once all updates are made, click Save.

    1. Select XLSX or CSV as the export extension.

    2. Click Next then click Finish.

    πŸ€“Tip: The report will be prepared shortly, and you’ll be notified, and you'll be able to download it once it's ready.

  6. Open the link provided in the notification email, then click Download icon.

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