📊 What can you export from Qomon?
Customizable information: Export only the fields you need (e.g., name, phone, email, tags, survey responses).
Survey data: Even if a survey is deleted, its responses remain available in exports. Be sure to delete old survey questions completely when making updates to avoid data overlap.
Available formats
CSV (UTF-8 encoded): Open with software like Google Sheets or Numbers.
XLS: Open with spreadsheet tools like Excel.
🤔 How to export contacts
Filter your data
Go to Engage > Contacts and apply filters to select the data you need (e.g., by tags, survey responses, or "Last seen from mobile app").
Select Contacts
Check the boxes next to the contacts to export. Use "Select all pages" to include more than the first 50 contacts.
Click export
At the top of the page, click Export to open the export settings window.
Customize export fields
Under the "Information" tab, select the fields you want to include (be sure to select survey if you would like survey responses), then confirm by clicking Export.
Download your file
You'll receive an email with a download link for your exported file, or you can download your export directly from your Imports/Exports tab on Qomon.
📬 Export for mailing
This option simplifies exports for mail merges, including only essential fields like name and address.
Group family members living at the same address to avoid sending duplicate mailings.
Customize the information by clicking the ⚙️ icon next to “Export for mailing.”
🧩 Creating export templates
Save Time with Templates: You can create export templates to reuse for frequently exported fields. Simply select the fields you would like in your template, and before hitting 'Export', click 'Save this template'.
Now you have ready-to-go saved export templates!
💡Tips for exporting
Filter by engagement: Use the "Last seen from mobile app" filter to find all contacts met during door-to-door campaigns.
Survey-specific exports: Filter contacts based on specific survey answers or general survey participation.
Track volunteers: The export can include information on which volunteer engaged with each contact ('Updated by') field.
With these steps and features, managing and using your Qomon data becomes streamlined and efficient! Questions? Reach out to [email protected]