Step 1: Getting Started
Salsa Engage enables you to create exports of your supporter list by Groups, or in its entirety.
- To make an export, first log into Salsa and find the Supporters section along the left-hand side.
- Once you've clicked on Supporters, you'll be taken to the Manage Exports page. By default, you'll be on the Supporters tab.
- Click the Manage Exports tab, and you'll be taken to the Exports section. You'll see that you have some options available to you. Once you've built up a few exports, you'll see that you have a search field that will allow you to quickly find the particular export by name. You can navigate through the pages of exports quickly, once you have multiple pages worth of exports to browse.
- Since this is probably your first export, click the + Create an Export. You'll be taken to the Create Export page, where you will be ready to create your first export.
Step 2: Creating Your Supporters Export
On the Create Export page. You'll find the Name and Description fields under Setup tab:
These are internal designations that allow you and your team members to quickly identify and understand what the export is called, as well as gives you the option to describe what it accomplishes or contains. Once you're finished, select either Save or Next: Export Rules in the lower right-hand corner. The latter will take you to the Export Criteria page:
Once you've landed on the Export Criteria page, you'll notice that you can select either your entire list, or you can use the Select Groups Export button to narrow your export by group, as is shown here:
Choosing the Select Groups Export button brings up the following pulldown menu, which is populated by both the built-in groups as well as your own custom groups.
As you chose which groups to add to your export's criteria, the title will disappear from the pulldown menu, and will be added to a section that will be visible whenever you click off of the menu. It will look something like this:
As you can see, you can delete groups you no longer wish to have as a filter by clicking the white "X" to the right of the group's name.
Note that whichever criteria you chose for your export, the "Export Record Count" will change the total to match your selection.
Next, you have the option to run the export immediately, or to select a date and time when the export will run. Choosing the radio button "Schedule for a later date" will bring up a calendar with month and year pulldown menus, as well as select-able days. It will look like this:
Click "Today" if you have selected another date and wish to come back to the current date. Click "Done" when you've completed your selection. You can then choose which time you'd like the export to deploy.
Once you've made your selections, you can either click the cogwheel icon in the lower left-hand corner and delete your export,
or you can select from the following choices in the lower right-hand corner:
Click Save to save your progress and stay on the current screen. Click Back:Setup to go back to the Setup page, or click the Run Export Now! button to move forward. Note that selecting the Run Export Now! button will also save your progress.
Step 3: Export Results
The third section of your export-making process is labeled Export Results. This is where you'll see the list of available exports, their date, the record size, and whether they're scheduled or available for immediate downloading.
You'll notice that the icon for Export Actions changes depending on whether you've scheduled an export, or selected the export to be available immediately:
Natively, Salsa exports a Comma Separated Value file, or .csv. Once you've opened it in Excel or the spreadsheet program of your choice, you can then convert the file to another format if you choose. See your spreadsheet program's instructions on how to get your file saved or exported in the format of your choice.