Export
What Excel/CSV format do I need so template variables map correctly?
⚡Quick answer - Create a .CSV or .XLSX file with clear, lowercase headers (e.g., customer_name, amount, date). Clean every value, keep one row per contact, then map each column to its matching template placeholder on the variable-mapping screen. ...
Where can I download the sample CSV/XLSX template for uploading contacts to a campaign?
⚡Quick answer- On the Campaign Creation page, click “Download Sample File” in the Audience / Upload Contacts section. A pre-formatted .xlsx or .csv file containing the correct headers (name, phone_number, amount, date) downloads instantly. When ...
Where can I access my archived data?
⚡Quick answer - Use Reports → Export to download archived logs/notes/users as CSV via email. Use Logs → Advanced/Criteria to filter for archived items and Unarchive if needed. For granular investigation, open Logs and click any row to view the ...