You can download a comma-separated value (CSV) file that contains information about all members in the system. This is useful, for example, if you need to

  • Review all members that have ever registered with your portal program
  • See the number of fulfilled products per member over time
  • Reconcile what happened with member acquisition

To export member data, do the following:

  1. Click Members at the top of the portal and then click View Members.
  2. Click Export To CSV. The file is downloaded to your system.

The following data is included in the CSV file:

  • Local ID—Internal ID for the member
  • First Name—Member’s first (given) name
  • Last Name—Member’s last name (surname)
  • Email—Member’s email address
  • Phone—Member’s phone number
  • Address—Member’s street address
  • City—Member’s city of residence
  • State—Member’s state of residence
  • Zip—Member’s zip code
  • Birthdate—The member’s date of birth
  • Gender—The member’s gender
  • Retailer ID—The ID given to the member when they were invited or manually added (Member ID on the View Members page)
  • Date of Most Recent Status—Date and time when the member last signed in to the Sampling portal
  • Member Since—Date and Time when the member accepted the invitation to become a member of the portal
  • Last Active—Date and time when the member last logged in to the portal
  • Requests—Number of product requests from the member (from all campaigns)
  • Products Shipped—Number of products shipped to the member (for all campaigns)
  • Reviews—Number of reviews submitted by the member (from all campaigns)
  • % Requested Products Reviewed—Percentage of products reviews based on the number of products shipped to the member
  • Rejected Reviews—Number of reviews submitted by the member that were rejected
  • Token—A value that is assigned to a member that enables the member to view the portal without signing in; it is associated with a member and a specific device, and it is passed to the member in a link in an email message
  • Admin Interest Categories—The admin interests that were selected when members were invited to a campaign
  • User Interest Categories—The user interests that were selected when members were invited to a campaign
  • Tags—The tags that were selected when members were invited to a campaign
  • Sources—The sources that were selected when members were invited to a campaign
  • Language—The member’s language
  • Status—One of the following:
    • Invited—Invited to your sampling program but not yet registered. Until registered, members cannot be included in campaigns or offers.
    • Pending—Has completed a profile but has not yet confirmed registration (through email). Pending members are not eligible to receive product offers.
    • Active—Has completed a profile, personal information, and preferences, and is eligible to receive campaign and offers.
    • Deactivated—Removed from active status and will not receive future sampling invitations. You can deactivate members or they can move themselves.