Many customer want to be able to export the user data captured by Prospectus Plus.This is fantastic when coupled with a CRM. And you absolutely can! BUT, there is a caveat:

You must make sure that you have been transparent with your users in how you will be using their data before you make use of their personal information for marketing or other purposes. If you have any questions about this, please let us know.

Once you have the legal clearance to collect the email addresses of your users, here's how you can proceed:

1. Hover over the 'Users' menu item in the admin bar at the top of the screen.
2. You'll see a dropdown sub-menu is revealed. Click on 'Site User Manager' here.
3. Navigate to the 'Export' tab.
4. Check the fields you'd like included in your export.
5. Click the 'download' button.

You can export any fields collected by your registration form, even custom ones! If you don't see yours here, contact us for help with this.

Exported File Format

You'll receive a csv download of your user base. Included will be columns such as username, email, first_name and last_name.

Importantly, you'll notice a column with the header date_created. The reason we include this is so that you can clearly determine which users may have registered before or after any privacy policy was implemented. In this way, you can avoid making use of data collected from users who haven't agreed to those terms.

Adding Custom Registration Fields to Your User Export

If you’re using Walled Garden Mode with a custom registration form but haven’t purchased CRM integration, you may still want to export user data captured by your form. Here’s how you can include custom fields in the Site User Manager export.

How to include custom registration fields a user export?

Follow these steps to ensure your custom form data is available in your CSV export:

1. Go to Users > Site User Manager > Settings > Exporting Users.
2. Scroll down to the ‘User Meta to Export’ field table. You’ll see columns for ‘Meta Key’ and ‘Meta Label’.
3. Click the blue ‘Add Meta’ button at the bottom of the table.
4. Open a new tab and go to Branding > Application > Custom Fields JSON.
5. Click the preview link, which will open a JSON file in a new tab.
6. Find the field you need and copy its name. (For example,country_of_domicile)
7. Go back to the Exporting User settings and paste the copied field name into the ‘Meta Key’ field.
8. Enter a Meta Label – this will be the column title in your exported CSV file.
9. Click ‘Save Export Settings’.
10. Go to the ‘Export’ tab, and you’ll now see your new field as a checkable option when exporting user data.

You can now export user data, including any custom fields you’ve added! 🎉