The CSV export feature in SMSWiser allows clients to export leads from their lists into CSV files for further analysis or integration with other systems. There are two types of CSV exports available: Ordinary CSV Export and Advanced CSV Export.
Ordinary CSV Export
- The Ordinary CSV Export enables users to export all current leads in a specific list. This export includes all the data associated with each lead.
- Phone Deduplication Option: Users can choose to enable or disable phone deduplication. If enabled, only one instance of each phone number will be included in the export, even if multiple leads share the same number. If disabled, all leads will be included regardless of phone number duplication.
Advanced CSV Export
The Advanced CSV Export provides additional options to filter and format the exported data.
- Carrier Filter: Users can choose to export leads associated with specific carriers.
- Split File by Carrier: Users can choose to split the exported file by carriers.
- Phone Deduplication Option: Similar to the Ordinary CSV Export, users can enable or disable phone deduplication.
Steps for CSV Export
Ordinary CSV Export
- Navigate to Lists: Go to the Lists tab in your SMSWiser dashboard.
- Select List: Choose the list you want to export leads from.
- Options Menu: Click on the Options button next to the desired list.
- CSV Export: Select CSV Export from the dropdown menu.
- Phone Deduplication: Choose to enable or disable phone deduplication.
- Export: Click the Export button to download the CSV file.
Advanced CSV Export
- Navigate to Lists: Go to the Lists tab in your SMSWiser dashboard.
- Select List: Choose the list you want to export leads from.
- Options Menu: Click on the Options button next to the desired list.
- Advanced CSV Export: Select Advanced CSV Export from the dropdown menu.
- Carrier Filter: Select the carriers you want to include in the export.
- Split File by Carrier: Choose whether to split the file by carriers.
- Phone Deduplication: Choose to enable or disable phone deduplication.
- Export: Click the Export button to download the CSV file.
Why This Feature is Useful
The CSV export feature is crucial for managing and analysing lead data effectively. By exporting leads into CSV files, users can:
- Integrate with Other Systems: Easily import lead data into CRM systems, marketing tools, or any other platform that supports CSV file imports.
- Analyse Data: Perform detailed analysis using spreadsheet software or data analysis tools.
- Custom Filters: Use the advanced export options to filter leads based on carriers, ensuring more targeted marketing efforts.
- Data Deduplication: Remove duplicate phone numbers to maintain a clean and efficient dataset.
- Compliance and Reporting: Generate reports and maintain records for compliance purposes.
By providing flexible export options, SMSWiser ensures that users can manage their lead data efficiently and effectively, tailored to their specific needs.