To begin, open the People menu on the left-hand bar of the dashboard and click Segmentation. A list of created Segments will open. If no Segments have been created yet, read this page about segmentation to get started.
Find the Segment you would like to export and click the Export icon on the right of the Segment row (the document icon between the tag and the three dots).
In the window that opens after clicking on the Export icon, you must supply information to get the export started.
- File type: The type of file the export should be the default (CSV).
- Template type: Templates determine what information about each person will be contained in the file. Templates should have been created for you when your Element451 system was set up and can be modified in the Data module. Learn more about creating a Data Export Template here.
Once you have selected a template, click Create Export. The file will be generated and emailed to you when complete, so you do not need to wait around for it. Keep in mind that larger segments with more template fields will take longer to generate. To check the status of the export and view other details about the export, open the Data section on the left-hand menu of the dashboard and click User Exports.