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Change Segment Export Template

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Posted on by 110

Hi All,

Does anyone know if there is a way to change what columns get exported to an Excel doc specifically when you click the "Export Members" button from within a segment? This area does not seem to act like other areas in Dynamics where you can update a form or view. 

Thanks so much!

  • SEDE Profile Picture
    SEDE 110 on at
    RE: Change Segment Export Template

    Thanks; very helpful!

  • Verified answer
    cloflyMao Profile Picture
    cloflyMao 25,202 on at
    RE: Change Segment Export Template

    Hi SEDE,

    It is based on "Segment members" view of Contact entity.

    You could edit columns of this view to whatever you want, just remember to click "Publish All Customizations" to make the modified view be saved.

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    Regards,

    Clofly

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