Exporting contacts from Ubico is a straightforward and flexible process. Whether you want to export all your contacts or just those from a specific segment or campaign, follow these steps to ensure a smooth export:
Step 1: Navigate to the People Tab
- Log in to your Ubico account.
- In the main navigation menu, click on the People tab. This will open a list of all your saved contacts.
Step 2: Select Contacts to Export
- Review the contacts listed and select the ones you want to export
- To select specific contacts: Check the box next to each contact, or use the filter option to find the matching contacts.
- To select everyone: Use the “Actions" option at the top of the contact list.
Step 3: Review and Export
- Once you select export action, select which column or details you want in your list and hit export button
Depending on the number of contacts being exported:
- If you are exporting fewer than 100 contacts, the list will automatically download in CSV format to your device.
- If you are exporting more than 100 contacts, the system will send the file to your specified email address.
Exporting your contacts is an efficient way to organize your customer data and optimize your outreach efforts. Happy exporting!
