Analytics: export contact statistics
As you probably already know, you can export your invitee list and attendee list for a certain event.
(Click on the following links to go to these separate articles for more details: “Export invitation list" and "Export attendee list").
There is also a possibility to focus on long-term data. You can find the reports on the top bar:
You will have two options available:
In this article, we will talk about "Export contact statistics". We will talk about "Export invitation list" in another article.
(Click on the following link to go to this separate article for more details: “Export Invitation Statistics").
After clicking on "Export contact statistics", you will see the following:
- Start: choose the start date. This is optional and not mandatory.
- End: choose the end date. This is optional and not mandatory.
- Owner: here you can select an account owner. This is optional and not mandatory.
You will be given the following information in an Excel file (Some columns can be empty if this information is not available):
- First name: first name of the contact.
- Last name: last name of the contact.
- Company: name of the company of the contact.
- Email: e-mail address of the contact.
- CRM ID: CRM ID of the contact.
- Account owner: account owner of the contact.
- Invitations: the number of invitations this contact has received.
- Confirmed: the number of times this contact has confirmed an invitation.
- Declined: the number of times this contact has declined an invitation.
- Expired: the number of times this contact didn't respond in time to an invitation.
- Checked in: the number of times this contact checked in for an event.
- No show: the number of times this contact didn't show up for an event after confirming the invitation.
- Total costs: the total costs for this contact across all events.
Extended reporting (platinum feature)
If you have access to the platinum feature for extended reporting, you get an extended and more detailed overview and have the possibility to make a selection of which data you want to export.
You will have two options available:
After clicking on "Contact report", you will see the following:
- Name: choose a name for your report.
-
Report folder: choose the folder in which you want to save the report: public (visible for all users) or private (only visible to you).
-
Period: choose the period of the data you want to export.
-
Filters: apply a filter on account owner and/or on contact type (Business relations or employees). This is optional and not mandatory.
Select the data you want to include in your report by activating the sliders and click 'Save'.
You will be given the chosen information in an Excel file (Some columns can be empty if this information is not available):
Contact details
- First name: first name of the contact.
- Last name: last name of the contact.
- Language: last language of the contact.
- Gender: gender of the contact.
- Salutation: salutation of the contact.
- Email: e-mail address of the contact.
- Mobile: mobile number of the contact.
- Phone: phone number of the contact.
- Job title: job title of the contact.
- Company: name of the company of the contact.
- Contact type: employee or business relations.
- Account owner: account owner of the contact.
- CRM ID: CRM ID of the contact.
- Customer number: customer number of the contact.
- Access code: access code of the contact.
- Is active: yes or no.
Address details
- Addressline 1
- Addressline 2
- City
- ZIP
- Country
Communication
- Event: contact's permission to receive communication from events
- Mailing campaign: contact's permission to receive mailing campaigns
- Sms permission: contact's permission to receive sms campaigns
Custom fields
Contact custom fields you created will be available here.
(Click on the following link to go to this separate article for more details: “Custom contact fields").
Events
- Invitations: the number of invitations this contact has received.
- Confirmed: the number of times this contact has confirmed an invitation.
- Declined: the number of times this contact has declined an invitation.
- Canceled: the number of times the contact has canceled a registration.
- Expired: the number of times this contact didn't respond in time to an invitation.
- Checked in: the number of times this contact checked in for an event.
- No show: the number of times this contact didn't show up for an event after confirming the invitation.
- Total costs: the total costs for this contact across all events.