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Customizing Event Data Exports

Ilemi Arrindell
  • Updated

Relevant to: Event Lead Management

Customize how Event lead data is exported from the dashboard in order to match the format that your systems require. There are a number of ways that you can control how data is exported, such as:

  • Hide, show, reorder and rename columns.
  • Find and replace values.
  • Format dates and values.
  • Add static values and concatenate multiple fields.

This feature needs to be enabled for your account.
If you would like to customize data exports, speak with your Customer Success Manager.

 

 

Customizing Event lead data exports

Open an Event that contains lead data. Click on Export and select Customize. 

elm-dashboard-downloadingdata-02.png

 

Add new columns

1. To add a new column, click the plus icon.

elm-dashboard-customizingexports-01.png

 

2. In the Column Options modal, define the new column name and what data should populate the column. See the following table for more information.

elm-dashboard-customizingexports-08.png

 

This table shows the options available when adding a new column to a data export file:

Option Description
Column Heading

The title of the new column.

  • If a form field or Event property is selected as the data source, the column will be automatically titled with the name of the field. This can be edited.

Populate this column with...

Form Fields

From the dropdown menu, select which question field responses will populate the new column.

  • Fields that are not yet included as a column in the export are marked with an X.

Event Properties

Event properties include automatically generated metadata (eg. lead created timestamp, device ID) and Event associated data (eg. Event Name, Start & End date).

From the dropdown menu, select which event property will populate the new column.

  • Fields that are not yet included as a column in the export are marked with an X.

Custom Column*

From the dropdown menu, choose to add a static value (Single custom value) to the new column, or perform basic data processing such as concatenation, captitalization and value replacements (Multiple values).

  • See following table* for more information.

 

* When Custom Column is selected, these are the available options:

Custom Column Option Description
A single custom value... Populate every row in this column with... Add a static value in a new column (eg. Campaign ID, Data Source).
Multiple values, joined together (concatenated)...

Join multiple values to populate this column

Add data from multiple form fields to a new column (eg. combine multiple address fields or first and last name fields). 

Find & replace

Substitute a whole value with another value. (eg. United Kingdom > UK or 1 > true).

Change capitalisation

Reformat all text characters to uppercase, lowercase or title case.

  • Uppercase (eg. CITY OF LONDON)
  • Lowercase (eg. city of london)
  • Title Case (eg. City Of London)

elm-dashboard-customizingexports-09.png

 

Join multiple values

  • Select the checkbox for Join multiple values to populate this column.
  • Define which character(s) should be used as the field Separator (eg. comma, space, semi-colon).
  • Click the + button and choose a field from the dropdown menu. Repeat this process for all the fields you would like to concatenate.

elm-dashboard-customizingexports-06.png

 

Find & replace

  • Select the Find & replace (whole field matches only) checkbox.
  • Select the Match uppercase and lowercase variations (case insensitivity) checkbox to state that all matching values should be replaced, regardless of character cases.
    • eg. replace the values usa, Usa and USA with United States.
  • Add the values that should be replaced, and what they should be replaced with.
  • Click the + button to add more find & replace rules.

elm-dashboard-customizingexports-07.png

 

Hide columns

Click the hide icon to remove a column from the export.

elm-dashboard-customizingexports-02.png

 

Edit columns

1. To make changes to an existing column, click the pencil icon.

elm-dashboard-customizingexports-03.png

 

2. In the Column Options modal, make the required changes. Depending on the column type, the edit options will change - see the following table for more information.

elm-dashboard-customizingexports-08.png

 

This table shows the options available when editing a column in the data export file:

Option Description
Column Heading Edit the column heading as required.
Populate this column with...

Change the data that is included in the column. Choose from:

  • Form Fields - question fields included in the Event form.
  • Event Properties - automatically generated metadata (eg. lead created timestamp, device ID) and Event associated data (eg. Event Name, lead starred).
  • If editing a Custom Field, you can also change the type of custom field.
Date Format

Determine how date/time data is exported, choose from:

  • Time - HH:MM:SS
  • Date, time - YYYY-MM-DD HH:MM:SS

This option is only available for columns containing a Date/Time field.
Find & replace values

Substitute a whole value with another value. (eg. United Kingdom > UK or 1 > true).
Change the capitalisation of the values in the column

Reformat all text characters to uppercase, lowercase or title case.

  • Uppercase (eg. CITY OF LONDON)
  • Lowercase (eg. city of london)
  • Title Case (eg. City Of London)

 

Reorder columns

Click the arrow icon and drag the column to the intended position.

elm-dashboard-customizingexports-04.png

 

Change the file type

After defining the file content, state which file type you want to export. Choose from either a .xlsx or .csv spreadsheet file.

elm-dashboard-customizingexports-05.png

 

Click Save & Export Now to download the file immediately or click Save & Go Back to save the setup.

To restore the Custom Export and remove the settings, click Reset.

 

 

Recommended Reading

 

For more help, get in touch with our Support Team or your Customer Success Manager.

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