Quick Video on how to export results-
Alright, so now that you have your results, it’s time to export them! This guide will walk you through that process.
- Note: If none of the standard templates work, you can build your own. For instructions, see our Custom Export Guide.
Step 1: Go to My Profiles.
Step 2: Select the list you want to export.
You can also export specific profiles by checking the box to the left of each.
Select the List that you want to Export and click on Apply.
Sub step 1: Click on the Manage List to Edit the File.
Step 3: Select all.
Click on the box next to First name to Select all.
Step 4: Click the More tab at the top-right of the page.
Step 5: Select Export.
Step 6: Fill out the pop-up fields.
Sub step 1: Click on Select template to open the dropdown menu of options.
Sub step 2: Choose the template you want.
Sub step 3: Choose the file format.
- Note: If none of the standard templates work, you can build your own. For instructions, see our Custom Export Guide.
Sub step 4: Check the box if you only want to export profiles that have verified emails.
Step 7: Click Export.
Step 8: Click on View all exports.
This will take you to the exports page, where you'll be able to see all the export history. Exports will now be asynchronous allowing users to continue working on the platform while the export is prepared. You will receive an email notification when your export is ready for download.
Step 9: Download the exported list.
Click on the "Download" button in the export page to download the list into your system. Exports will be easily available for downloading them again for 3 days from this view. For security reasons, they will expire after 3 days & will be present in the list marked as "Expired" for 30 days.
Step 10: How to access the downloaded List.
All data exported from the WE9 platform will be secured in a Zip file & password protected.
The password is the first two characters of the email id followed by the creation date of the export in MMDDYYYY format. Example: mj09282020.
The password is case sensitive just like your username. The date in the password should be based on EST time while using the password for exports.
Please bear in mind that timezone could impact which date you need to consider using, as our system is going off of Eastern Time.
Example: 9:30 PM PST Monday would be recognized as exported on 12:30 AM EST Tuesday