Export Contact Reports From The Search Contacts Page

About this task

The Export link Alt Here lets you export contacts based on contacts you searched for.

To export a report from the Search Contacts page:

Procedure

  1. Go to Contacts > Search.
  2. Search for contacts.
    Tip: For more information on the details of contact searching, see Search For Contacts In Your Account.
  3. Click Export.
  4. In the Choose Filter section, select the filter to use for the export using the Filter pull-down menu. You can choose:
    • Contacts Matching Search Results - Choosing this option will include all the contacts that match the search criteria you used on the Search Contacts page in the export.
      Tip: To change your search filters:
      1. Go to Contacts > Search.
      2. Update the search values.
      3. Click Search.
      4. Click Export.

        You will return to this page with your new search filters.

    • All Contacts
    • Active Contacts
    • Inactive Contacts
    By default, the report will contain the following data for contacts included in the report:
    Table 1. Included Contact Fields
    Contact Field Description
    Email Address The email address stored for the contact. An email address is required in order to send emails. In some cases, you may not have an email address and may only have a mobile number or twitter handle.
    Mobile Number The mobile number stored for the contact. A mobile number is required in order to send SMS messages to a contact. In some cases, you may not have a mobile number for a contact (you may only have an email address or twitter handle).
    Status The current status of the contact.
    Tip: For more information on each type of contact status, see Contact Status.
    Date Created The date the contact was created.
    Last Modified The last time information or metrics pertaining to the contact were modified.
    Source Indicates how the contact was added to your account. Contacts can be added via:
    • Manual addition (Bronto)

      If a contact source was provided when the contact was added, the contact source provided will be displayed.

      For more information on manually creating contacts in the application, see Create An Individual Contact.

    • Bulk import

      If the contact was imported as part of the import process in the application, the source provided on the first page of the import process will be shown here as well. For more information importing contacts into the application, see Contact Imports.

      If the contact was added via Direct Import, the value provided in the source parameter will be shown here as well. For more information on using Direct Import, see Direct Import.

    • API session

      If the contact was added via the API and a value for the customSource property was passed in, that value will be displayed. If the contact was added using the Data Loader, the text API session will be displayed.

      For more information on adding contacts using the API, see the documentation on the updateDeliveries API call. For more information on using the Data Loader, see Data Loader.

    • Web page form sign-up (Name of the webform) (IP Address)

      If the contact was added via a webform, the name of the webform will be displayed, along with the IP address where the form was hosted.

      Contacts added using Direct Add and Pop-up Manager will be displayed as web page form sign-ups. For more information on using Direct Add, see Direct Add.

    • Salesforce import

      If the contact was imported as part of a Salesforce import, the contact source you provided on the first page of the Salesforce import process will be displayed.

      For more information on importing contacts from Salesforce, see Import A Salesforce Report.

    Source Detail/Custom Source A source value for your contact that you define during a bulk import or the IP address of the contact when they submitted a webform.
    Sent
    The emails sent metric represents the total number of emails that were sent.
    Note: Deleted email deliveries will still be counted as part of the emails sent metric.
    Opened The total number of opens recorded for a contact.
    Open Rate

    The open rate represents the percentage of emails that were opened, as compared to the number of emails that were successfully delivered. DMA/EEC equivalent: Render Rate The calculation does not take into account the send history for individual messages. Therefore, on Over Time and Date Range reports, it is possible for the rates to equal a value greater than 100% if enough messages sent on a date prior to the start of the report are included in the calculation. For example, a message was sent 100 times a previous day and 100 times on a date within the report range. The message is opened 125 times within the report range. In this case, the Open Rate on the report is 125% because the message was opened more times than it was sent.

    Clicked Clicked represents the unique clicks recorded for a contact. A unique click is recorded the first time a contact clicks any link contained in an email you send them.
    Click Rate The click rate represents the number of unique clicks that were recorded, as compared to the number of unique opens recorded. DMA/EEC equivalent: Click to Open Rate (CTO)
    Conversions Conversions track when a contact performs an action as a result of an email you send them, such as making purchases, making donations, or downloading a whitepaper.
    Total Revenue

    The Total Revenue metric represents the total amount of revenue tracked. It is a sum of the Email Revenue and Other Revenue metrics.

    Message Type Preference Indicates whether a contact prefers to receive messages as text or HTML.
    On Lists Includes a list of contacts that the contact is on.
    On Keywords The SMS keyword(s) that a contact is subscribed to.
    Last Delivery Date The last date a delivery was sent to the contact.
    Last Open Date The last date an open was recorded for the contact.
    Last Click Date The last date a click was recorded for the contact.
    Last Unsubscribe Date The last time the contact unsubscribed from receiving marketing emails from you.
    Twitter Handle The Twitter handle for a contact.
    Facebook Username The Facebook username for a contact.
    Additional data can be included in the report using the settings described below:
    Note: The date range selected above limits the report to contacts who had a particular status within the selected date range. It does not limit the data included for those contacts that you select in the Choose Data To Be Included In The Report section.
  5. In the Choose Fields section, select the field data you want included in the report.
  6. In the Choose GeoIP / Technology Data section, select the GeoIP and technology usage data you want included in the report.
    For more information about GeoIP see Contact Details Location (GeoIP) Data. For more information about Technology Data see Contact Browser, Email Client, and OS Data.
  7. In the Choose RFM Metrics section, select the RFM metrics you want included in the report.
    For more information about RFM metrics see Contact Details RFM Metrics.
  8. Optional: In the Email Notification section, add an email address that will be notified when the report is ready for download.
    You are also notified when the report is ready for download via an in-application notification.
  9. Click Export to begin generating the report.

    All reports will download into a CSV file that you can open in MS Excel.

    You can find all available downloadable files at Reports > Downloads and Reports > Legacy Downloads.

What to do next

Note: All reports will download into a CSV file that you can open in MS Excel.
Tip: You can directly import an export report back into the application without having to make any modifications to the export report. For more information on importing a .CSV file, see Contact Imports.