Filter and export contacts, and see who created each campaign
The Customers page can now narrow the list by campaign and by source: channel, email, voice or imported. The CSV export contains exactly the rows you filtered, across every page, not only the page on screen. Campaigns also show who created them and when they are expected to finish.
Table columns
On a wide screen, the table view lets you show, hide and reorder columns from the Columns menu. Each team member keeps their own choice, and it stays after a reload.
Campaign details
Each campaign shows Created by with the creator's avatar and name. A scheduled or running campaign also shows an Estimated finish in your organization's timezone. The review step of the new campaign form shows the same estimate before you start.
How to use it
- Open Customers and click a source chip, such as Instagram. Only customers from that channel stay in the list.
- Open the All campaigns picker and choose a campaign to keep only its recipients. You can combine it with a source chip.
- Click Export CSV. The downloaded file contains the rows on screen, with name, phone, email, channels, source, stage, last seen and interactions.
- Open Campaigns to see Created by and Estimated finish under each campaign.
Who it helps: sales and marketing staff who need a clean list for follow-up or a report, and team leads who want to see which campaigns are still running and who owns them.
