You can download a selection as an Excel file provided you have been given the rights to do so. A selection can only be downloaded once and this is also recorded.
Control rights
To check whether you have the rights to download a file, go to the main menu 'your relations' and click on 'selections' on the left.
- Click on the menu on the right
- If you see 'export' in the list, then you have permissions. Click this.
If you do not see an export listed, please contact MarketingFX at info@marketingfx.nl. We will assess whether permissions can be given to download data. - Click on the 'Apply' button
Making a selection
Download selection
Open the selections menu. Click on the download icon on the right-hand side
Select the fields you want to download and click 'download' at the bottom
After a few seconds, the selection is ready in the 'exports' tab. If a green tick is visible at status, the file can be downloaded.
Click on the download icon and the file will be downloaded to your computer.
You can now continue using the file.
Data justification
The person who has downloaded a data file is of course responsible for further processing and possibly sharing the data. You can always see in the Contact module who has downloaded a file and at what date and time this was done.
Downloading is possible only once per selection.