Drift provides the ability to export various types of data. The data that may be exported from Drift includes contacts, conversation and performance data, routing information, and team activity. Exporting data allows you to analyze and utilize your Drift information outside of the platform. In this article, you will learn how to export different types of data from Drift.

This article includes:

• Exporting Contacts with Their Attributes
• Exporting Conversation Data Information 
• Exporting Routing Data Information 
• Exporting Meeting Data Information
• Exporting Opportunity Data
• Exporting Playbook Performance Metrics
• Exporting Teams and Teammate Activity Logs
• Additional Information

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Exporting Contacts with Their Attributes

To export a CSV of all contacts and their attributes, you can create a segment to capture all contacts and then export it. For further details on Segments, check out our Drift - Segments help doc.

To export contacts with their attributes, follow these steps:

Step 1: Go to the Contacts page: From the Drift Global navigation menu, go to Visitors > All contacts.

Step 2: Create a Filter: Click on ‘Create filter’ on the top right of the page.

Step 3: Select the Attribute: Choose ‘Filter by’ Attribute, then select your attribute, and then select ‘is known’.

Step 4: Save as a Segment: Click on ‘Save as segment’.

Step 5: Name the Segment: Give your segment a name and select ‘Dynamic’ so it continuously updates.

Step 6: Export the Segment: You will be redirected to the new segment. Click on ‘Manage members’ and then ‘Export CSV of segment’.

Step 7: Check Your Email: A CSV of the contacts and their attributes will be emailed to you.

Figure 1: Highlighting the Export CSV as segment option.

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Exporting Conversation Data Information 

To export a CSV of conversation data, you can use the Chat Data report. This is a helpful way to see conversation details like timestamps, participant emails, and chat durations. For further details on the Chat Data report, check out our Drift - Chat Data Report help doc.

 To export conversation data information, follow these steps:

Step 1: Access the Chat Data report: From the Drift Global navigation menu, go to Reports > Chat data.

Step 2: Adjust Filters: Adjust any filters and date ranges as needed by clicking the Filters dropdown, the date filter or select a saved filter.

Step 3: Export as CSV: Click on ‘Export as CSV’ on the top right.

The CSV will be downloaded instantly to your device. 

*Things to Note: This report updates once approximately every 4 hours.

Figure 2: Highlighting the Export as CSV option on the Chat data report.

 

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Exporting Routing Data Information 

To export a CSV of routing data, you can use the Routing report. This report is helpful for analyzing how conversations are routed and handled by your team. For further details on the Routed Chats Report, check out our Drift - Routed Chats Report help doc.

To export CSV’s of your routing data, follow these steps:

Step 1: Go to the Routing Report: From the Drift Global Navigation Menu, go to Reports > Routed chats. 

Step 2: Adjust Filters: Adjust any filters and date ranges as needed by clicking the Filters dropdown, and/or the date filter.

Step 3: View and Export Data: Before proceeding to the Chat Journey graph, you may export information like response rate, time to first response, dead-end chats, and CSAT scores by clicking on the ‘View Data’ links. These links will take you to the Chat Data report, where you can export the data by clicking the ‘Export as CSV’ button.

Step 4: Export from Chat Journey Graph:  Hover over and click on different parts of the Sankey graph. This will also bring you to the Chat Data report, where you can export results as a CSV. 

Step 5: Export Teammate Metrics: If preferable, click into the ‘Teammates’ tab to see metrics per routed rep. You may download the results as an instant CSV file by clicking into ‘Export CSV’ in the top right of the chart.

Step 6: Export from Columns: You may also look through the columns and click into any underlined link, which will also take you to the Chat Data report to export metrics.

Figure 3: Highlighting the The Export CSV button on the Teammates tab of the Routed Chats report.

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Exporting Meeting Data Information

To export a CSV of meeting data, you can use the Meetings report. This report provides detailed information on all meetings booked through Drift. For more details on the Meetings Report, check out our Drift - Meetings Report help doc.

To export meeting data information, follow these steps:

Step 1: Go to the Meetings Report: From the Drift Global Navigation Menu, go to Reports > Meetings 

Step 2: Adjust Filters: Adjust filters and dates as needed to get the information you are looking for.

Step 3: Export as CSV: Click on ‘Export CSV’ on the top right of the Recently booked tile. The CSV will be downloaded instantly to your device. 

Things to Note: You may also use the Chat Data report with the ‘Meeting Booked is true’ filter to find conversations that had a meeting booked. Alternatively, to find conversations where a calendar was dropped but a meeting was not booked, use the ‘Has calendar drop is true’ and the ‘Meeting booked is false’ filter criteria.

Figure 4: Highlighting the Export CSV button on the Recently booked tile in the Meetings Report

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Exporting Opportunity Data

To export any data associated with your Pipeline, Sales, Cycle, or Closed Won as seen in the Opportunity Overview:

Step 1: Go to the Opportunity Data Report: From the Drift Global Navigation Menu, go to Reports > Revenue > Opportunity data. 

Step 2: Adjust Filters: Adjust any filters and date ranges as needed by clicking the Filters dropdown, and/or the date filter.

Step 3: Export as CSV: Click on ‘Export as CSV’ on the top right. The CSV will be downloaded instantly to your device. 

Things to note: Clicking on the View Data link on the Pipeline, Closed won, Sales Cycle, or Top Opportunities tile in the Opportunity overview report will take you to the Opportunity data report with the specified criteria already filtered.  Click Export as CSV from this screen to download a CSV of your data instantly to your device.

Figure 5: Highlighting the Export as CSV button in the Opportunity data report.

 

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Exporting Playbook Performance Metrics

The Chat Playbook report gives you metrics on how your Playbooks are performing. For more details on the Chat playbook report, check out our Drift - Chat playbook reporting help doc.

To export an data associated with your Chat playbooks, including the amount of chats, emails captured, and meetings booked:

Step 1: Go to the Chat playbooks Report: From the Drift Global Navigation Menu, go to Reports > Playbooks > Chat playbooks. 

Step 2: Adjust Filters: Adjust any filters and date ranges as needed by clicking the Filters dropdown, and/or the date filter.

Step 3: Export as CSV: Click on ‘Export CSV’ on the right hand side of the Playbook Performance chart. The CSV will be downloaded instantly to your device. 

Things to note: Clicking on the View Data link on the Chats, Emails captured, or Meetings booked tile in the Chat playbooks report will take you to the Chat data report with the specified criteria already filtered.  Click Export as CSV from this screen to download a CSV of your data instantly to your device.

Figure 6: Highlighting the Export CSV button in the Chat playbooks report

 

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Exporting Teams and Teammate Activity Logs

To export UserID’s, Names, email addresses, and last active dates of your team:

Step 1: Go to Teammate settings: From the Drift Global Navigation Menu, go to Settings > Organizational Settings > Manage teammates. 

Step 2: Adjust Filters: Adjust any filters as needed by clicking the Filters dropdown.

Step 3: Export as CSV: Click on ‘Export as CSV’ on the right hand side of the Teammates list. The CSV will be downloaded instantly to your device. 

 

Figure 7: Highlighting the Export as CSV button in the Manage teammates settings.

To export details of your teams activities in Drift:

Step 1: Go to the Teammate activity log: From the Drift Global Navigation Menu, go to Settings > Organizational Settings > Manage teammates, and click View activity log.

Step 2: Export CSV: Click on ‘Export as CSV’ on the right hand side of the activity log.

Step 3: Select your dates: Use the calendar selector to pick the dates you’d like to export for your activity log.

Step 4: Click Export CSV. Click the Export CSV button on the Teammate activity log.  The CSV will be downloaded instantly to your device. 

 

Figure 8: Highlighting the Export CSV button in the Teammate activity log.

 

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Additional Information

To import Account information into Drift, check out the Import Account Info section of the Drift - How to Upload a CSV of Accounts and Use them with the ABM Playbook help doc.