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How to Filter and Export Sends Data to CSV

  • Updated

You can view and export detailed information about gift sends from the Sends page. The export downloads as a CSV file, which you can open in a spreadsheet application.

 

How to export sends data

  1. Go to the Sends page.
  2. Optional: Apply filters to narrow down the sends included in the export.
  3. Click Download as CSV next to the Filters buttonScreenshot 2024-10-09 at 12.04.38.png

The downloaded CSV includes sends that match the filters applied on the Sends page.

 

Filter data before exporting

You can apply filters on the Sends page before exporting sends data. Filters help you export only the sends that are relevant to your reporting needs.

Available filters include:

  • Date range
  • Campaign
  • Send status

Using filters helps reduce unnecessary data in the CSV export. For example, you can export sends for a specific campaign, date range, or delivery-related status.

To filter by other variables, export the full CSV from the Sends page and apply additional filters in your spreadsheet application.

 

What’s included in the CSV export

If no filters are applied on the Sends page, the exported CSV includes the following fields:

CSV fieldDescription
IdThe unique ID used to identify the gift send.
Created atThe date the gift send was created.
Send date

For physical gifts with address confirmation, Send date is the date the email was sent or the link was created. 

For physical gifts without address confirmation, Send date is the date the gift was sent to the warehouse or vendor for processing. 

For eGifts, Send date is the date the email was sent or the link was created.

TypeThe campaign type, such as marketplace, bundle, or eGift.
First nameThe recipient’s first name.
Last nameThe recipient’s last name.
EmailThe recipient’s email address.
Company nameThe recipient’s company name.
Phone numberThe recipient’s phone number.
Street address 1The first line of the recipient’s address.
Street address 2The second line of the recipient’s address.
StateThe recipient’s state.
CityThe recipient’s city.
ZipcodeThe recipient’s ZIP code or postal code.
CountryThe recipient’s country.
Contact external IDIf the recipient was selected from a CRM or HRIS when sending, or if the gift was sent using an automated campaign, Contact external ID is the recipient’s external ID in the CRM or HRIS.
StatusThe status of the send.
Latest actionAdditional detail about the current send status.
ExpiredShows whether the gift link has expired.
SourceThe source of the send.
CampaignThe name of the campaign related to the send.
Chosen marketplace giftIf the marketplace campaign has recipient’s choice enabled, Chosen marketplace gift is the final gift the recipient chose to claim.
Triggered CampaignShows whether the campaign is automated.
Landing page nameThe name of the landing page used to claim the gift.
Tracking codeThe tracking code used for the gift send.
Tracking urlThe tracking URL used to view tracking details for the gift send.
Created byThe user who created the gift send.
SenderThe user saved as the sender of the gift send.
Sender statusShows whether the sender is an active or inactive user.
Team nameThe name of the sender’s team. This is usually the sender’s default team.
CostThe cost of the gift send based on the payment wallet.
Original costThe cost of the gift send based on the currency of the gift.
Total items costThe total cost of the items included in the bundle.
Cost stateThe status of the transaction.
CurrencyThe currency used to pay for the gift.
Original currencyThe original currency of the gift.
Payment walletThe wallet used to pay for the gift.
Gift redeem urlThe URL used to claim the gift.
Suspicious claim reasonIf the recipient’s claim is flagged because of a suspicious email, disposable email, or duplicate email, Suspicious claim reason shows the reason for the flag.

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