Table of Contents
- Overview
- Open the Export Modal
- Choose What to Export
- Receive Your Export
- Track Your Exports on the Export Dashboard
- Common Questions
Overview
Exporting data from Feathr lets you use your contact and engagement data outside of Feathr. You can sync email engagement to your CRM, report on campaign impact, or share an audience list with your team. You can export any Group in your Community Database.
When you export a Group, you'll choose one of three export types:
- Person: The person record fields you choose, like name, email, and custom fields.
- Email Activity: Per-person email deliveries, opens, and clicks, filtered by interaction type and time period.
- Other Activities: A log of other tracked activity, like ad clicks and impressions.
Exports run in the background, so you can keep working in Feathr while yours is processing. When it's ready, you'll get an email with a download link. You can check the status of every export on your account from the Export dashboard.
Note: To protect your data, export download links are only sent to email addresses that belong to a Feathr user on your account. If someone outside your Feathr team regularly needs your exports, such as a colleague who manages your CRM, add them as a Feathr user on your account so they can receive exports.
Open the Export Modal
- Go to Community > Groups.
- Click the Group you want to export to open its detail page.
- Click Export. The Export modal opens.
Choose What to Export
In the Export modal, use the Export type dropdown to choose the kind of data you need. Each export includes one export type. If you need more than one, such as person fields and email activity, run a separate export for each.
Person
The Person export type exports descriptive data about the people in your Group.
- Select Person from the Export type dropdown.
- Choose the fields to include. You can pick exactly which fields you need, including native Feathr fields like name and email and any custom fields you've created.
- Click Export.
Email Activity
The Email Activity export type exports a per-person record of how people in your Group engaged with your Feathr emails. This is the export type to use if you're syncing email engagement to an external CRM.
- Select Email Activity from the Export type dropdown.
- Choose one or more interaction types:
- Delivery: The email reached the recipient's inbox.
- Open: The recipient opened the email.
- Click: The recipient clicked a link in the email.
- Choose a time period. You can pick a preset period or set a custom date range.
- Click Export.
Other Activities
The Other Activities export type exports a log of the other actions tracked for people in your Group, like ad clicks and impressions. It works the same way the Activity export did before the export redesign.
- Select Other Activities from the Export type dropdown.
- Choose your export options.
- Click Export.
Receive Your Export
Once you click Export, Feathr starts processing your file in the background. You don't need to keep the modal or the page open.
When the export is ready, you'll get an email with a link to download it. The delivery address must belong to a Feathr user on your account.
Feathr doesn't cap export size, so you can export a Group of any size. Large exports can take a while to process. If processing is interrupted, the export picks up where it left off instead of starting over.
Track Your Exports on the Export Dashboard
The Export dashboard shows every export on your account and where it stands. Go to Community > Exports to open it.
For each export, you'll see its progress and one of these statuses:
- In progress: Feathr is processing the export. The progress indicator shows how far along it is.
- Completed: The export is ready. Check your email for the download link.
- Failed: The export couldn't be completed. Try it again, or contact Feathr Support if it keeps failing.
- Cancelled: The export was stopped before it finished.
- Expired: The download link is no longer available. Run the export again to get a new file.
Tip: Before you start an export again, check the dashboard. If your export is still In progress, it's working. Starting a second one won't make it finish faster.
Common Questions
Can I export person fields and email activity at the same time?
Not in a single export. Each export includes one export type. To get both, run a Person export and an Email Activity export from the same Group. Both will show up on your Export dashboard.
Can I send an export to someone outside my Feathr account?
No. To protect your data, export download links are only sent to email addresses that belong to a Feathr user on your account. If someone outside your Feathr team regularly needs your exports, such as a colleague who manages your CRM, add them as a Feathr user on your account so they can keep getting exports.
My export is taking a long time. Is it still working?
Check the Export dashboard. If the status is In progress, your export is still processing. Large exports can take a while, and they keep running in the background even if you leave the page.
I didn't get my export email. What should I do?
First, check the Export dashboard to confirm the export shows Completed. If it does, check your spam or junk folder for the email. If you still can't find it, contact Feathr Support.
Where did the Export to CSV button go?
The export experience has been redesigned. The Export to CSV button on Group detail pages has been replaced by the Export modal described in this article. The previous Activity export is still available as the Other Activities export type.
Can I choose exactly which email interactions to export?
Yes. Select Email Activity from the Export type dropdown, choose any combination of Delivery, Open, and Click, and then set a time period or custom date range.