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How to export your contact list from Engage

Choose which contacts you want to export based on their Engage enrollment status or activity.

Export by Engage enrollment status:

Step 1:

Go to the Engage tab and select the filter status you would like to export a contact list for Choose from All, Enrolled, Unenrolled, or Unsubscribed.

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Step 2:

Click Export on the right.

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Step 3:

Click Download.

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Step 4:

Open the downloaded CSV file to view contact name, phone, email, assigned agent,  Engage status, emails sent, clicks, and property address(es).

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Export by Engage activity:

Step 1:

Go to the Engage tab and click the Activity Type filter to view a list of Engage activity.

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Step 2:

Select the activity you would like to export contacts for from the dropdown menu.

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Step 3:

Click Export on the right.

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Step 4:

Click Download.

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Step 5:

Open the downloaded CSV file to view contact name, phone, email, assigned agent,  Engage status, emails sent, clicks, and property address(es).

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