Just in time for year-end mailing campaigns, we've made improvements to the export tool!
The days of exporting and sorting through your columns in excel are over. We've released the ability to customize your exports by specifying exactly which columns you'd like to include in your export, as well as the ability to save your customization for later.
Imagine. Setting up your common export preferences once and then having the ability to use them over and over again.
Oh, and did I mention that you can now also export your form responses to a csv file? Happy Holidays, Keela friends!
When exporting data, you’ll now have the ability to select the fields you would like to include as columns in your export.
You can also save those preferences to an export template or even select one that has already been created. More about Export Templates below!
Many times, you’ll want to re-use the same export settings over and over for different export types. That is why we’ve also included the ability to create and manage Export Templates!
There are two ways to create an export template:
- From your personal settings > Personal Export tab
- From any export > select the option to ‘save columns as a new export template’
Need to share form responses with other contacts outside of Keela? Great news! We’ve released the ability to export form responses to a csv! Check for a new ‘cloud’ button in the Responses tab of any of your forms or check out our step-by-step guide below.