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How to export a CSV file?
How to export a CSV file?

CSV file export.

Written by Bergen Wilde
Updated over a week ago

Log into your Autoklose account.

There are two different ways to export recipients in Autoklose. 

  1. From campaigns overview: 

  • Click on the Campaigns on the left of the page.

  • Click on the name of the campaign you want to export the recipients from.

  • Go to the Details tab

  • Click on the Download recipients button and all the recipients will be exported in a CSV. file. 

     2. From the Contacts section:

  • Click on the Contacts on the left of the page.

  •  If you want to download contacts based on certain parameters you can use Filter to find the contacts before downloading. 

  • Available filters: Added by (member of the team that initially imported the contact), Status (used for filtering active or do not email contacts), Unengaged (filter contact per engagements in campaigns), Active in (used for filtering contacts that are active as recipients in a specific campaign/s), Activity type (used for filtering contacts based on the contact activity within all campaigns), Contacts sources (used for filtering contacts based on upload type), Contain tags (used for filtering contacts based on the assigned tag), Does not contain tags (used for filtering contacts that don't have any tag assigned to them), Location, Organization and Title fields (used for filtering contacts based on the information that you have on each contact), Date range (used for filtering contacts based on the upload date), Validated (used for filtering contacts based on the validation date), Points and Last Contacted.

  • Mark the contacts that you want to download by checking the box prior to the email address and make sure to include all contacts. 

  • Press the Download CSV. button at the top of the page. 

If the selection contains less than 10 000 contacts, the file will be immediately exported. If you have more than 10,000 contacts you will receive an email from Autoklose with the cloud link where all your contacts are stored so you can download them externally.

If you have any questions do not hesitate to initiate a live chat. 

Happy klosing! :)

Your team!

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