Page Comparison

Image Modified

1. From the stream dialogue box click on the Output tab.
2. Click on the pop up button and select either Clients and Prospects or All entities.
3. Click on the pop up button against format
4. Select either CSV or Excel.
5. Enter a name for the output file.
6. Click on the OK button.

When you are doing either a CSV or Excel campaign you have to pick the fields that will be extracted.

Image Modified

1. Click on the field that you want to extract. When a field description has the word entity.
2. Click on the >> button to move the field into the selected fields.
   

When you have defined the fields that you want to extract you can then define the criteria for the entities that you wish to extract. /wiki/spaces/TFSKB/pages/48857298.

When you have entered the criteria click on the Run Stream button (Shown below)

Image Modified

You will then be taken to the Review Entitites for Marketing screen.

Image Modified

This screen shows you all of the entities that will be extracted.

You can deselect and select any single line by double clicking on the tick Image Modified

You can deselect all the entities by clicking on the Image Modified button.

You can ensure all records are selected by clicking on the Image Modified button.

When you are satisfied with the records that will output click on the Image Modifiedbutton.