Overview
This article provides a guide on how to export referral data from Referrals 2.0 into a CSV or Excel spreadsheet for any specific campaign. It includes step-by-step instructions and details on the information included in the exported file.
Information
The Export Referrals function for Referrals 2.0 allows you to download a CSV or Excel spreadsheet of all referrals for a particular campaign.
To export referrals for a campaign, follow the steps outlined below.
Exporting Referral Data
1. In Admin View, navigate to the Referrals tab.
2. Click on Export Referrals.
3. Select the Campaign you want to export Referrals for from the dropdown.
When your export starts, you’ll receive a notification and be able to check on its status in the Notification Centre. When your export is complete, you’ll be able to download a CSV or XLS file directly from the Notification Centre or by email.
The CSV file that is exported will contain the following information:
- Campaign ID
- Referral ID
- Advocate ID
- Advocate Details (i.e. First Name, Last Name, Email, Company, Title, etc.)
- Referral Details from Campaign Form Fields (i.e. First Name, Last Name, Email, Company, etc.)
- Current Milestone
- Referral Date
- Last Activity Date
FAQ
How do I export referrals from Referrals 2.0?
To export referrals, navigate to the Referrals tab in Admin View, click on Export Referrals, and select the desired campaign from the dropdown menu.
What information is included in the exported CSV file?
The exported CSV file includes Campaign ID, Referral ID, Advocate ID, Advocate Details, Referral Details from Campaign Form Fields, Current Milestone, Referral Date, and Last Activity Date.
Where can I find the exported file?
Once the export is complete, you can download the file from the Notification Centre or receive it by email.