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How to export contacts to a CSV file

Which user roles can export contacts

Only certain users have permission to export contacts. Any users who do not have permission to export contacts simply will not see the option to export. Below is a breakdown of which user roles have this permission.

Parent Manager Administrator Full Editor
Corporate Yes Yes Yes Optional Optional
Teams Yes Yes Yes Optional Optional
HQ Yes Yes Yes Optional Optional
Essentials Yes N/A Yes No No
Plus N/A N/A Yes Optional Optional
Lite N/A N/A Yes No N/A

For more information about user roles and permissions, please refer to the following articles:

How to export contacts to a CSV

  1. Navigate to your Audience tab.
  2. Click on the Groups section or Segments section in the panel on the left.
  3. Click on the name of the desired group or segment to open it.
    1. Group: Click on the Export button on the right.
    2. Segment: Click on the Actions button on the left and select Export from the dropdown menu.
  4. In the pop-up window that appears, check or uncheck the boxes based on which contacts you’d like to export.
  5. Click on the Export button once you’ve made your choices.
  6. A confirmation message will appear in the pop-up. Click on the link to jump to your Exports section.
  7. Click on the dropdown arrow that corresponds to the file that you just generated.
  8. Select Download this export from the menu.

Your file will download as a CSV to your device. To access your exports again at a later time, follow these steps:

  • Tiered accounts: Navigate to the appropriate subaccount, click on the gear icon in the upper right corner of your screen, and choose Exports from the dropdown menu.
  • Standalone accounts: Click on the gear icon in the upper right corner of your screen and choose Exports from the dropdown menu.