Export data

Tabata Vossen -

When exporting data from Qualifio, you can save data to your computer, e.g. for analysis in another software or share the file with a colleague.

Data can be exported from the statistics either by:

  • Using the campaign statistics pop-up menu

Capture_d_e_cran_2018-11-07_a__10.28.40.png

  • Exporting data from a campaign's Detailed report by selecting πŸ“€ Export.

Screenshot_2020-01-10_at_11.58.38.png

Please note: If the export options are missing in your account, it may be due to the fact that this permission is disabled for you. Please contact your Admin to get this permission enabled. 

Dashboard

To export a PDF file of your campaign Dashboard:

  • Navigate to your campaign list.
  • On the right of your campaign title, click the πŸ“Š Statistics button and select Dashboard.
  • In the Dashboard, click Export to PDF. Once you have specified the metrics you would like to export, your custom report will be downloaded.

Screenshot_2020-01-10_at_12.05.51.png 

Campaign data

To export an XLS (Excel) or CSV file with your campaign data:

  • In your Qualifio account, navigate to CampaignsStatisticsExport your results.
  • Hover Campaign data.
  • In the drop-down menu, select a file format (you can choose between export to XLS and CSV) to download your file.

Screenshot_2020-01-10_at_12.07.15.png

You can also export this data to a XLS or CSV file from your campaign's Detailed report.

Screenshot_2020-01-10_at_12.17.38_copy.png

Understanding your exported data file

Once you export your data to a CSV or XLS (Excel), that file is organised into rows and columns. Each row on the file is a different participation, and each column is a contact detail, a response or campaign metadata (e.g. participation date, IP address, etc.).

Participants' data

To export an XLS (Excel) or CSV file containing all participants' data:

  • In your Qualifio account, click the campaign icon πŸ“£ in the main navigation bar.
  • Next to your campaign, click the Statistics button. A dialog is displayed.
  • This dialog offers several options. Hover Participants' data.
  • In the drop-down menu, select a file format to export your file.

Screenshot_2020-01-10_at_12.08.45.png

You can also export this data to an XLS or CSV file from your campaign's Detailed report.

Screenshot_2020-01-10_at_12.17.38-1.png

Understanding your exported data file

Once you export your data to an XLS (Excel) or CSV, that file is organised into rows and columns. Each row on the file is a different participant, and each column is a field of the form they answered or campaign metadata (e.g. participation date, IP address, etc.).

Questionnaire and response data

You can export the data from your campaign questionnaire to CSV, that is all of your participants' responses to all the questions in your campaign.

  1. Make sure you are in the Detailed reporting section of your campaign statistics.
  2. Click Export.
  3. Select Questionnaire data (csv).

Screenshot_2020-01-10_at_12.10.19.png

Understanding your exported data file

Once you export your data to a CSV or XLS (Excel), that file is organised into rows and columns. Each row on the file is a different participation, and each column is a question of the campaign they answered.

Winners

Learn how to find the winner list.

Global Stats

Learn how to download data from the Global Stats.

CRM exports

Warning! CRM exports are considered a deprecated feature as of January 28, 2021. From that day on, they won’t be available for new customers. As a pre-existing customer, you can still use CRM exports, but you should use them with caution because they are expected to be removed entirely in a future update. This future change might affect your use of Qualifio.

The feature will continue to work up until it is removed and will be replaced to help you achieve the same goal. However, take into consideration that no new options will be added and bugs will not be fixed. If you have any questions or concerns related to this feature, contact Support.

In the CRM, go to Queries / Export. Click the radio buttons and checkboxes to select the filters you wish to apply to your download and click the Search button. This will display a CSV file you can save.

Screenshot_2020-01-10_at_12.26.22.png

Please note: If the number of records to be export exceeds the limit, we will break the export into a series of smaller files. 

Export a subscriber list (opt-in data)

Subscriber details can be downloaded as an XLS (Excel) file. If you have multiple opt-ins, each one has to be downloaded as a separate file.

To export all subscribers to an opt-in:

  • Click Opt-ins Opt-in campaign management.
  • Click on the πŸ“Š Statistics button on the right side of an opt-in name.
  • Then, click Download XLS file to download the file.

Screenshot_2020-01-10_at_17.36.54.png

 

FAQs

  • A default name is provided for the files. You cannot edit this name.
  • If you load a large dataset or export a great amount of data, it may take a long time.
  • To learn more, see the Campaign Statistics: What do they tell you? support page.