How to Export Prospects from a Specific Campaign

How to Export Prospects from a Specific Campaign

                         How to Export Prospects from a specific campaign

You can export prospects from specific campaigns to either to a CSV file or manually to your CRM (if automated export isn’t set up).

  1. From the home page, click  ‘Campaigns’ on the left hand side of the screen.

  1. Once you navigate to Campaigns, find the specific campaign you want to export from and click on it (e.g., Straight Forward Data - MOF).

  1. Select the prospects you would like to export. You can toggle through Approved, Imported, Monitored, Denied, and Archived by clicking on them at the top.

  1. To select all of the prospects, click on the square in the upper gray area.

  1. Once you have selected the prospects, you are now ready to click on the export button at the top right of the page.

  1. Depending on your integrations you can choose to Export the prospects to Hubspot, Zapier, Salesforce, or as a CSV file.

Add another page integrations in settings - to check if the integration to SF or HS has been set up.

  1. If you go to Settings, and then click Integrations. You can check to see if SalesForce and Hubspot are set up and ready for integration.

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