- In this article we’ll explain how to use the Marketing Export tool.
How to run the Marketing Export tool
- Open the Main Menu and scroll down to REPORTS
- Click Marketing Export.
- From the list, you can apply one or more filters using the filter dropdown.
- Optionally, you can click the Duplicates Filter button to apply a filter to duplicate quotes.
- 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.