How to export participants and enrolled users from campaigns and plays

You can export lists of participants, enrolled users, and audience members from your campaigns and plays to track participation, manage segments, and maintain data consistency with external platforms like Salesforce.

Exporting from standard audiences

For most audiences, you can export directly:

1. Navigate to your audience in the platform

2. Click Export to CSV at the top right of the page

3. The export will include enrollment status and relevant IDs for integration purposes

Exporting from sequences created through Unify plays

When sequences are created through Unify plays rather than as standalone sequences, you may not have a direct audience to export from. Use this workaround:

1. Go to the Audience Builder

2. Create a new audience

3. Set person-level conditions: Person → enrolled in → [sequence name] → started anytime

4. Toggle exclusions off at the bottom of the builder

5. Save the audience

6. Click Export to CSV at the top right

Exporting only completed sequence enrollments

To export contacts who have completed a sequence (rather than all enrollments):

1. Go to Audience Builder

2. Create a new audience with these conditions:

   • Enrolled in → select your sequence

   • Most Recent Sequence Status → Completed (and/or Completed: Replied if needed)

3. Click Export to CSV in the top right

Creating targeted exports with specific criteria

You cannot selectively export contacts from within an existing audience segment. Instead, create new, more granular audience segments using the Audience Builder's advanced filtering capabilities:

• Employee count filtering (company size)

• Intent level filtering

• Specific page view targeting (e.g., pricing page, blog)

• Number of page views criteria

• Company-specific visitor targeting

• Audience segment membership

For example, if you have a large audience of 7,000+ contacts but only want to export contacts from specific companies with certain activity patterns, create a new audience with those exact criteria rather than trying to filter the existing segment.

Best practices for export management

• Create separate targeted audiences for different export needs rather than using one broad audience

• Avoid using special characters (especially - or |) in audience names, as these can cause exports to hang or fail. Use only letters, numbers, and spaces

• Combine multiple criteria in the Audience Builder to create highly specific segments

• Use descriptive names for your audiences to easily identify their purpose

• Regularly review and update your audience criteria to maintain data accuracy