How to Export Playbook Funnel Metrics to a CSV

We know that our customers want great insight into how their Playbooks are performing. Now, you can export Playbook funnel metrics to a CSV!

Here's what's available:

• # of sends
• # of times a visitor clicked into that Playbook
• # of conversations started from the Playbook
• # of emails captured
• # of times a CQL score was applied
• # of meetings booked from that Playbook

Exporting to a CSV

From the Playbooks page, click the "Export to CSV" button. 

From there, you'll see a modal pop up where you can select

1. the timeframe of data you'd like to export
2. whether to group by week or month
3.  the playbooks for which you'd like to export metrics

Selecting more than one Playbook will aggregate the data, so metrics will be summed up across all the Playbooks you selected during the given time frame, broken up into weeks/months.

Once you select "Export playbooks to CSV" from the modal, you'll receive an email. It'll look like this!