How to use the Marketing Export Tool

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Overview

  • In this article we’ll explain how to use the Marketing Export tool.

How to run the Marketing Export tool

  1. Open the Main Menu and scroll down to REPORTS
  2. Click Marketing Export.
  3. From the list, you can apply one or more filters using the filter dropdown.
  4. Optionally, you can click the Duplicates Filter button to apply a filter to duplicate quotes.
  5. Once the list has the data you wish to export, click the Export to CSV button to download a CSV file.

NOTE: The CSV file can be imported into a 3rd party marketing tool (like Mailchimp) to create a segment for marketing.

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