About the Export Screen

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Export Screen

Your Reach data is only as good as your ability to put it to good use in your field plan, GOTV strategy, and election-day operation. That is why Reach provides you with a number of export options that will allow you to get your data where you need it to go. You can export the following report types from Reach:

  • Responses
  • Phone Numbers
  • Email Addresses
  • Users

Generating a New Export

From the export screen, select an export type, then pick your scope. Your options for scope are:

  • All Records: As the name suggests, this scope allows you to get all the data Reach has of a certain type.
  • Custom Range: Use the date-pickers to choose a start and end date for your export.

Once you have selected a data type and a scope, click Export to download a CSV. In that CSV, you will find all the columns you need to Bulk Upload this data to another tool of your choosing such as VoteBuilder. You can map the various columns as you see fit. The last column will be a “Reach UID” column which is a unique value for every response in Reach. This is a good way to track unique responses in your own database, if needed.

Export Unique ID Column

A critical part of uploading to most CRMs (Like VoteBuilder) will be making sure your Reach exports include the necessary unique ID for each voter or respondent. If your data set includes more than one unique ID column, Reach allows you to specify which one should be used for your exports. This choice is made not on the export screen, but on the Campaign Details screen. There, you’ll see a drop-down selector with all the available unique IDs so you can pick the one that will be most useful to you when you’re uploading these responses to an external CRM.

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Last Updated On February 22, 2019