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
- Exporting data from a campaign's Detailed report by selecting 📤 Export.
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 📊 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.
Campaign data
To export an XLS (Excel) or CSV file with your campaign data:
- In your Qualifio account, navigate to Campaigns > Statistics > Export 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.
You can also export this data to a XLS or CSV file from your campaign's Detailed report.
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 📣 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.
You can also export this data to an XLS or CSV file from your campaign's Detailed report.
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.
- Make sure you are in the Detailed reporting section of your campaign statistics.
- Click Export.
- Select Questionnaire data (csv).
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
Participant exports
Warning! Participant 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 participant 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 Participant 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.
Please note: If the number of records to be export exceeds the limit, we will break the export into a series of smaller files.
Participation exports
It is possible to export data from multiple campaigns all at once vs. exporting the data from each Detailed report and then combining all the sheets into one spreadsheet. You can use Participation exports in the CRM.
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 should be downloaded in a separate file.
To export all subscribers to an opt-in:
- Click Opt-ins > Opt-in campaign management.
- Click on the 📊 Statistics button on the right side of an opt-in name.
- Then, click Download XLS file to download the file.
FAQs
- A default name is provided for the files. You cannot edit this name, except for Participation exports.
- 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.
- Remember that your CSV file must be UTF-8 encoded. It is the recommended file encoding so that special characters in your data can be read. However, whenever we generate a CSV file, Qualifio doesn’t automatically encode it as UTF-8. The solution is thus to convert your CSV file to UTF-8 in Microsoft Excel.
