Supporting external workflows with form submission exports
Customer data inside Xperience by Kentico, including contacts, dynamic contact groups, and activities, helps marketers understand who their visitors are, what they want, and where there are opportunities to optimize customer experiences.
Xperience already includes first-class tools, such as marketing automation extensibility and our CRM integration, that can enrich this data and synchronize it to external systems. They are especially useful when there's a well-defined process of transformation and destination.
But sometimes the most immediate tool is the best.
This is often true with data collected through forms created with Xperience's visual Form Builder.
For scenarios in which a marketer just needs to export the collected submissions for offline use or to quickly upload to another service, the new form submission export feature is a well suited.
Marketers can filter submission data by text and submission date. The filtered results are the exact records included in the export, even with multiple pages of results.
Clicking the export button displays a modal dialog where users can select the specific fields they want to export, preparing the data for each use case and minimizing the transfer of shared customer information.
The export generates a .csv named after the form - simple and universal.
You can use our existing text extractor API to customize how each type of data is converted to a string value in the generated .csv file, whether that's geographic coordinates or emojis.
If you have compliance requirements and need to track when an export happened and who performed it, you can use the AfterExportListingEvent global event to log that action inside Xperience or send it to an organization-wide compliance tool.
Future exports
Although the export feature currently supports only form submissions, it was designed to work across listing pages in Xperience’s administration UI. We plan to add export functionality for additional data in the future.