Exporting Email Marketing Data

You can export your email marketing statistics from the CRM as a CSV file. This allows you to download performance data for in-depth analysis in spreadsheet applications, share reports with your team or clients, and keep records outside the platform. Exports can include data from campaigns, workflows, and bulk email sends, with secure download links delivered directly to your email inbox.

Benefits of Exporting Email Data

Exporting your email statistics offers several advantages for managing and analyzing your marketing efforts.

• Centralized Data Access: Download performance metrics directly from the unified Email Statistics dashboard instead of gathering data from multiple places.
• Flexible Reporting: Choose to export data for all email activity or focus on specific sources like campaigns, workflows, or bulk sends.
• Simplified Analysis: Open the CSV file in programs like Microsoft Excel or Google Sheets for custom calculations, charts, and reports.
• Easy Sharing: Download links are sent via email, making it simple to distribute reports to stakeholders.
• Secure Delivery: The download links for your exported files are valid for 30 days, ensuring secure and time-limited access.
• Export Tracking: A Recent Exports area lets you see when files were generated and by whom.

Types of Email Performance Exports

You can generate exports for different scopes of email activity, depending on your reporting needs.

• All Campaigns: Exports statistics for all email activity visible in the Email Statistics dashboard, including campaigns, workflows, and bulk sends.
• Email Marketing Campaigns Only: Exports performance metrics specifically for campaigns created in the Marketing section.
• Workflows Only: Exports performance data for individual email actions that are part of your workflows.
• Bulk Actions Only: Exports statistics for emails sent using the bulk actions feature in the Contacts section.

Recent Exports

The Recent Exports area provides a record of the export files you have generated. It helps you confirm that an export was completed successfully and review recent reporting activity. Export records are stored for 30 days. For each export, you can typically see:

• The export file name or description
• The type of export (e.g., Campaigns, Workflows)
• The user who created the export
• The date and time the export was generated
• The status of the export (e.g., Completed)

How to Export Email Marketing Data

Exporting your email statistics is a straightforward process that requires no special setup.

1. Navigate to Marketing → Emails → Statistics.
2. Select the desired campaign type for your export.
3. Click the Export button.
4. Enter the email address (or addresses) where you want to receive the download link.
5. Complete the export request. You will receive an email containing a secure link to download the CSV file. The file includes key performance metrics like deliveries, opens, and clicks.

To view a history of your past exports, go to Campaigns → Settings → Recent Exports.

Frequently Asked Questions

What metrics are included in the export?
The export includes the key email performance metrics available in the Email Statistics dashboard, such as deliveries, opens, and clicks.

How do I receive the exported file?
The CRM sends the download link for the CSV file to the email address you provide when creating the export.

How long is the download link valid?
The download link expires 30 days after the export is generated.

Can I export performance data for emails sent from workflows?
Yes. The Workflows Only export provides performance data for individual email actions within your workflows.

Where can I see a list of my past exports?
Your export history is available in Settings → Recent Exports, which shows exports from the last 30 days.

Does exporting data affect my campaigns or contacts?
No. Exporting data is a read-only action for reporting purposes and does not change any campaigns, workflows, contacts, or their statistics.