Question

How can I automatically export data to a spreadsheet?

  • 24 August 2022
  • 1 reply
  • 31 views

I’m wondering if there is a way to send a list of people (who've completed a certain action in a campaign) to a spreadsheet automatically?


1 reply

Hey joecomotion, this is Brendan from Customer.io’s Product team. 👋

There isn’t a way to do what you’re asking simply, but there’s probably a way to creatively hack something together. For example, you could create a campaign in a campaign that adds people to a manual segment after they’ve completed a certain action. Then you could have a daily recurring campaign (using a fixed internal frequency) that pulls the list of people from that manual segment using a webhook response with our API. With that data stored in a profile attribute, you could make a webhook call out to a Google Sheets API to push the data to a spreadsheet. Alternatively, the webhook could call Zapier, which could push the data to a Google Sheet or similar. 

None of this is simple, however! And it’s possible it won’t quite work the way you hope. 

Out of curiosity, if you were able to sync this list to a spreadsheet, how would you use that spreadsheet? Wondering if there’s perhaps an alternate solution to the end goal. 

 

 

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