From Home, select Admin and then Data Export Templates.
Here it will bring you to our different standard exports. These exports are broken down into Agent, Campaign, Conference, Customer, Disposition, Email, Message, Organization, and Report Exports.
Hovering over any of the following exports will allow you to view the details of a specific import. Select view over the export you would like to create and download.
Once in a specific Data Export Template, it will bring up 4 different tabs.
General: This will give a summary of this data export template. It will give a description of what information is in this data export template as well as the name of the file that will be downloaded on your computer.
Email Recipients: This tab will allow you to set up email recipients for this export. Meaning, any recipients added to this tab can be allowed to receive this export at a specific date and time in their inbox.
Exports: This tab is where you can create an export and download it. You will select + New Export to create the desired report.
For these exports, you have the option to edit the file name. Depending on the export, it will prompt you to select a date range as well as an organization or campaign to narrow down the data. Once the settings have been selected, you will select Run Export.
Once it has finished running, you will be able to download the file by selecting the blue download icon. A string of randomized numbers will be added to the file name to differentiate export.
You are also able to download any past exports by selecting the download expired link icon.
Run Schedule: This tab goes along with the email recipients tab. Here you can select a date and time for these exports to run and then email to your inbox. Email Recipients receive a copy of every export that is run- so not only the scheduled exports, but any ad hoc exports as well.
Once you select + Add Time, it will prompt you to create the parameters for the export and then set a date and time for this export to run. Once you hit Create Run Time, at this date and time it will run this export and then email to your inbox.
Agent Exports:
Agent SMS Summary: All agent campaign SMS message activity for the selected organization and date range. Includes total campaign messages sent, total SMS conversations handled in the communication center, total completed SMS return message customers, a breakdown of the dispositions, and the total records saved for later.
Agent Name
Agent Email
Organization Name
Campaign Name
Communication Type
Total Campaign Messages
Total SMS Conversations
Total Completed SMS Conversations
Total Dispositions
Total Appointments
Total Leads
Total Scheduled Communications
Total Saved For Later
Campaign Exports:
Disposition Results: A summary of the dispositions for the selected organization during the date range. The results are grouped by campaign. This export only covers the dispositions submitted in the new communication center.
Organization Name
Campaign Name
Disposition
Total
Return Message Campaign Customer: All return message customer enrollments for a specified organization during the date range. Date range filters based on customer enrollment date. Includes a returned message that enrolled customers, all customer, vehicle, and agent information as well as the dispositions and notes.
Campaign Customer Key
Enrollment Message Key
Enrollment Phone Number
Organization Name
Campaign Name
Enrolled At
Status
Completed at
Customer First Name
Customer Middle Name
Customer Last Name
Customer Cell Phone Number
Customer Home Phone Number
Customer Work Phone Number
Customer Primary Email Address
Customer Primary Address Street One
Customer Primary Address Street Two
Customer Primary Address Street Three
Customer Primary Address City
Customer Primary Address Region
Customer Primary Address Postal Code
Customer Time Zone
Customer Birth Date
Model Year
Vehicle Make
Vehicle Model
Vehicle Vin
Agent Email
Agent Name
Disposition One
Notes One
Disposition Two
Notes Two
Disposition Three
Notes Three
Disposition Four
Notes Four
Disposition Five
Notes Five
Conferences Exports
Basic Call Log: All conferences for the selected organization(s) within the specified date range.
Organization Name
Campaign
Call Date
Call Time
Attempt Number
Direction
From Number
To Number
Call Duration
Agent Name
Disposition
Call Notes
Appointment Date
Appointment Time
Customer First Name
Customer Middle Name
Customer Last Name
Customer Cell
Customer Home
Customer Work
Customer Primary Email Address
Customer Primary Address Street 1
Customer Primary Address Street 2
Customer Primary Address Street 3
Customer Primary Address City
Customer Primary Address State
Customer Primary Address Postal Code
Vehicle Model Year
Vehicle Make
Vehicle Model
Vehicle Vin
Conferences: All conferences for the selected organization(s) within the specified date range. Includes all keys, call and conference details and the organization, campaign, customer, vehicle, agent, and disposition information.
Call Key
Campaign Customer Key
Campaign Key
Conference Key
Customer Key
Disposition Key
Organization Key
Recording Key
Survey Attempt Key
Survey Key
User Key
Attempt Key
Call SID
Organization
Campaign
Call Date
Call Time
Attempt Number
Direction
From Number
To Number
Call Duration
Hold Duration
Agent Talk Duration
Wrap Up Duration
Customer Dropped
Agent Dropped
Organization Close
Transfer Call
Transfer Type
Agent Name
User Email Address
Disposition
Is Contact
Is Final Disposition
Is Appointment
Is Hot Alert
Is Lead
Customer First Name
Customer Middle Name
Customer Last Name
Customer Cell Phone Number
Customer Home Phone Number
Customer Work Phone Number
Customer Primary Email Address
Customer Primary Address Street One
Customer Primary Address Street Two
Customer Primary Address Street Three
Customer Primary Address City
Customer Primary Address Region
Customer Primary Address Postal Code
Customer Time Zone
Customer Birthdate
Vehicle Model Year
Vehicle Make
Vehicle Model
Vehicle Vin
Recording URL
Customer Exports
Customers: All customers for the selected organization.
Customer Key
Created at
First Name
Last Name
Cell Phone
Home Phone
Work Phone
Primary Email Address
Customer Primary Address Street One
Customer Primary Address Street Two
Customer Primary Address Street Three
Customer Primary Address City
Customer Primary Address Region
Customer Primary Address Postal Code
Time Zone
Birth Date
No Valid Email Addresses: Customers without a valid email address. This includes customers that once had an email address but have since had their email address marked as invalid via a bounced email or ping validation as well as customers who had their email addresses removed from their profile.
Organization
Customer Key
First Name
Middle Name
Last Name
Cell Phone
Home Phone
Work Phone
Address Street One
Address Street Two
Address Street Three
Address City
Address Region
Address Postal Code
Invalid Email
Invalid Reason
Valid Email Addresses: Customers with an email address that have not had an email bounce or drop during an email send and who have not opted out of emails at the email address. Additionally, if the email address has been ping validated then only email addresses who passed ping validation will be present.
Organization
Customer Key
Email Address
First Name
Middle Name
Last Name
Cell Phone
Home Phone
Work Phone
Address Street One
Address Street Two
Address Street Three
Address City
Address Region
Address Postal Code
Disposition Exports
Dispositions: All account and system dispositions.
Disposition Key
Account or Global
Description
Color
Denotes Appointment
Denotes Appointment Cancelled
Denotes Appointment Reschedule
Denotes Call Disconnect
Denotes Callback
Denotes Contact
Denotes DNC
Denotes Lead
Denotes Survey
Denotes Test Call
Denotes Unreachable
Is Complete
Is Default
Send Survey
Tooltip Text
Email Exports
Click Through URLs: A summary of all click throughs (email events) from emails sent for the selected campaigns summed up by URL.
URL
Total Clicks
Message Exports
Messages: All messages for the selected organization(s) within the specified date range. Includes all keys, message details as well as the agent, organization, campaign, customer, and vehicle information.
Message Key
Account Key
Campaign Customer Key
Campaign Key
Communication Provider Key
Conversation Group Key
Conversation Group Person Key
Conversation Key
Customer Key
Incoming Phone Number Key
Noticeable Type
Organization Key
Body
Created At
Direction
Error Message
From Number
Keyword Type
Message Type
Price
Price Unit
Sent At
Sid
Status
To Number
Agent Email
Agent Name
Organization Name
Campaign Name
Customer First Name
Customer Middle Name
Customer Last Name
Customer Cell Phone Number
Customer Home Phone Number
Customer Work Phone Number
Customer Primary Email Address
Customer Primary Address Street One
Customer Primary Address Street Two
Customer Primary Address Street Three
Customer Primary Address City
Customer Primary Address Region
Customer Primary Address Postal Code
Time Zone
Birth Date
Vehicle Model Year
Vehicle Make
Vehicle Model
Vehicle Vin
Organization Exports
Organizations: All active organizations for the current account.
Organization Key
Name
Address Street One
Address Street Two
Address City
Address Region
Address Postal Code
Address Country
Time Zone
Website Address
Report Export
Campaign Call Summary: A summary of enrollment and call stats for all non-archived campaigns.
Organization
Campaign
Start Date
End Date
Total Enrolled
Unique Customers Enrolled
Unique VINS
OUTBOUND Calls
OUTBOUND Unique Customers
OUTBOUND Contacts
OUTBOUND Unique Contacts
OUTBOUND Appt Scheduled
OUTBOUND Agent Talk Duration (s)
OUTBOUND Wrap Up Duration (s)
INBOUND Calls
INBOUND Unique Customers
INBOUND Handled Calls
INBOUND Appt Scheduled
INBOUND Agent Talk Duration (s)
INBOUND Wrap Up Duration (s)
Total Appts
Total DNC Added
Total Agent Talk Duration (s)
Total Wrap Up Duration (s)
Called Unique VINs
Organization Call Stats: A summary of enrollment and call stats for all organizations.
Organization
Start Date
End Date
Total Enrolled
Unique Customers Enrolled
Unique VINS
OUTBOUND Calls
OUTBOUND Unique Customers
OUTBOUND Contacts
OUTBOUND Unique Contacts
OUTBOUND Appt Scheduled
OUTBOUND Agent Talk Duration (s)
OUTBOUND Wrap Up Duration (s)
INBOUND Calls
INBOUND Unique Customers
INBOUND Handled Calls
INBOUND Appt Scheduled
INBOUND Agent Talk Duration (s)
INBOUND Wrap Up Duration (s)
Total Appts
Total DNC Added
Total Agent Talk Duration (s)
Total Wrap Up Duration (s)
Call Unique Vin