How to Use Segments for Exporting Records

Segmentation in CONNECT provides the ability to create any slice of data you wish using the data you have provided. 

Sometimes you might want to export this data for external reasons or to manipulate the data and re upload that group of people back into the tool. Below are instructions on how to do this.


1.  Set up your Segment with the Criteria you need to Export Records

 

SetUpSegment.png

 

 

 


 

2.  Once you have the segment you wish to export, click "Save and Export as .csv" at the top

 

SaveAndExport.png

Revision #2
Created 17 January 2020 19:46:02 by Admin
Updated 31 October 2023 19:40:41 by Matthew Monteiro