You can download a selection as an Excel file once you have been given the rights to do so. A created selection can be downloaded once and this is also recorded.
Go to the 'selections' menu in the main 'your relations' menu.
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Checking your rights to download
To check whether you have the rights to download a file, go to the main menu 'your relations' and click on 'selections'.
- 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
Step 1
Open the selections menu. Click on the download icon on the right-hand side
! To download a selection, you must first create one. Click here for instructions
Step 2
Select the fields you want to download and click 'download' at the bottom of the screen
Step 3
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 on the right-hand side
The file has been downloaded and you can now continue using it in Excel.
Data responsibility
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.