Exporting members

Brand Toolbox allows you to export your entire member database to an Excel spreadsheet or CSV file.

The exporter allows you to filter your members by Member Group and Approved Status. You can then choose to export all properties or a specific property set.

Note – In order to export members, you must also be assigned to the Sensitive data User Group, as per the visual below.

Sensitive Data user group

If you are not assigned to this group, please contact your Admin team or your Brand Toolbox core contact for assistance.

Filter members

Before exporting, it may be useful to filter members into groups or membership status. For example, you may want to limit your export list to ‘active’ members only and not show ‘suspended’ members.

To filter members:

  1. Go to the Members section of the backoffice Admin area and select the Members folder.
  2. You will be presented with the full member list in the right-hand edit area. If you don’t see the ‘Manage’ tab, you have selected the wrong member node. Ensure the ‘Members’ folder in the tree is selected and not the child nodes within it.

    Filtering members in the backoffice

  3. Click the Filter button to refine the list. You have four options:

    Members filter menu
    • Search: Refine results with keyword search.
    • Member Groups: Choose single or multiple member groups.
    • Approved: Refine by AllApproved Only or Suspended Only.
    • Locked Out: Refine by AllLocked Out Only or Active Only.
  4. Click the Apply Filter button.
  5. After the filter has been applied, you will see the filter values presented with the Clear filter button.

    Backoffice filtered member list

The refined list is now ready for export.

Clear filter

Clear the filtered list with the Clear filter button or refine your list by re-selecting the Filter button.

Export members

To export members:

  1. If you have already filtered the members list as outlined above, skip to step 3 below, otherwise go to the Members section of the backoffice Admin area and select the Members folder.
  2. You will be presented with the full member list in the right-hand edit area. If you don’t see the ‘Manage’ tab, you have selected the wrong member node. Ensure the ‘Members’ folder in the tree is selected and not the child nodes within it.
  3. Click the Export Members button.

    Export members button in the members backoffice area

  4. In the Export menu, choose the data you would like exported. You can export all or pick a data selection for output:

    Backoffice export members menu

    Even without making a selection, the following data will always export:
    • Full name
    • Email
    • Member group
    • Approved status
  5. Choose the export format: Excel Spreadsheet (*.xlsx) or Comma Separated Values (*.csv)
  6. Click the Export button.

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