As your campaign progresses, you might need to export processed profiles multiple times.
Let's say you running a campaign that invites and messages people and you want to export new profiles without downloading the same bunch of already exported profiles. (Please check the general article about how to extract and export profiles here)
Here is an example of such a campaign of mine. As a result of it - I got 23 people processed with "Message to 1st" action:
Now I want to export those 23 profiles in CSV to get some certain info from their profiles. But this campaign will keep going further, some of the profiles from "Queue" of "Filter contacts" will hopefully accept my invitation and I also want to populate my invitation "Queue" for this funnel to keep going.
What you can do to avoid re-exporting the same profiles:
- Automatically tag "successfully processed" profiles and remove the tag after exporting
- Manually tag profiles after exporting
- Add huge delays to your campaign
Automatically tag "successfully processed" profiles and remove the tag after exporting
The main idea of this is to tag profiles before exporting them, so you can filter those profiles later and select only those who were not downloaded yet. For more info about tags, please check this article.
As an example, you can set up "Message to 1st connections | group members" Action to automatically tag successfully processed profiles with a "new" tag and remove the tag from them after downloading. Like this, all profiles that will further be successfully processed with this action will be assigned with the "new" tag so you can sort only new profiles and download them.
To do this:
- Add a tag for successfully processed profiles in your action ("New" tag in my case)
- Navigate to "Successful" sub-list
- Select profiles and download them:
- Remove the tag from these profiles after downloading them, by clicking on the "bin" icon:
As your campaign will keep going, you will get more profiles in your "Successful" sub-list, and only those who were not exported yet will have the "new" tag assigned, so you can sort only new people by this tag, download them and remove the tag from them to be able to easily define new profiles further on.
In other words, after you run a campaign for some time (for a week for e.g), and you want to export only new profiles, you just need to:
- Navigate to "Successful" sub-list
- Add automated "new" tag to "Has Tags" field to show only people with this tag:
- Select this new bunch of profiles and download them
- Remove the tag from just downloaded profiles the same way
Manually tag profiles after exporting
This way works almost the same but will also add a global tag on your database, in case you are using different campaigns, instead of one funnel in one campaign.
To do this:
- Navigate to sub-list of the action from where you want to download profiles ("Processed" in my case)
- Select all profiles and click on "Tag"
- Add a tag (for e.g "exported")
- Now all 23 profiles in "Processed" have "exported" tag. You can download them now:
At this point, we already "marked" profiles which were just downloaded and now we can keep our campaign going. Let's imagine that the campaign was working for one more day and the processed number in "Message to 1st connections | group members" changed:
Now to download only new profiles from the "Processed" sub-list, just click on "Processed" and add "exported" tag in "Hasn't Tags" field:
Like this Linked Helper will show only profiles in the "Processed" sub-list that don't have "exported" tag yet. We can download only them now:
Please don't forget to tag those profiles with the "exported" tag after downloading. Like this you will be always able to find profiles that were not exported yet by applying the "exported" tag in the "Hasn't Tags" field.
Add huge delays to your campaign and manually move profiles to the next action after downloading
The idea behind that is to set up a huge delay in your campaign, so you can manually download profiles anytime and move them to the next action. Let's imagine that a plan is to export new profiles that were processed through your funnel each week. You can add 2 "Delays between actions" after the last action of your campaign, so it will look like this:
In my case "Action#3 - Message to 1st connections | group members" was the last one in my funnel and I added "Action#4 - Delay between actions", which will hold profiles in it's "Queue" for 10 years (can be any other long period for e.g 366 days) and "Action#5 - Delay between actions" just to be able to use "Move to next action" button in "Action#4". Profiles in the first delay will just wait there "forever" until I export them and move to the next action to clear the "Queue" of "Action#4" for new profiles. Like this, you can split exported profiles from not exported yet.
As a plan was to export new profiles each week, at Monday I download profiles which ended up in "Action#4 - Delay between actions":
After downloading I move profiles to the next action:
These profiles are now at last action of my campaign, so, basically, the campaign is over for them:
Now those 47 profiles at "Action#5 - Delay between actions" are those who were exported.
By going back to the same campaign after one week, I can see that there are 104 new profiles waiting for me to be exported. Like this, I can keep repeating "Downloading" and "Moving to the next action" each week to export only new profiles.