It can be extremely helpful to be able to export a list from Fuse. It can be used in the following situations:
Imagine being able to hand a producer a list of all their clients with no emails so that information could be updated.
Imagine being able to give a CSR a list of fields that needs updating inside your Agency Management System.
Imagine letting your team see a list of clients that were about to receive a specific email campaign.
The usefulness of this feature is endless! So how is it done?
How to Export a Segment
To export a segment, first, click on "Accounts" in the left navigation bar:
Here, you will see a list of your segments on the left side of your screen. Click on the segment you would like to export:
In the upper right corner of the segment page, click on the three-dot icon, and select "Export This Segment" in the drop-down menu:
Once you have clicked on it, you will see a pop-up message at the bottom of your page confirming that the segment is downloading:
As soon as the export is ready, you will be alerted with a message in your in-app chat:
Simply click on the message, and it will open up the chat with a link for you to download your list:
It will then take you to the download page and give you your CSV file:
Now you have that list, you can pass it off to your team to do great things!
For a complete list of fields that will be in that CSV file, click here.