The term "export CSV" refers to a type of step that can be incorporated into your automation. This steps automates an export a file of contacts that flow through a step and email it to an identified email address.
A potential use case for "Export CSV" is to receive a list of all contacts that have been through the workflow without taking action for follow up calls.
1. Pull the Export CSV element over to the desired step of the automation workflow. Typically, we see Export CSV after a flag event/ wait for event/ pause.
2. Click on the pencil icon to edit the step.
3. Choose the frequency you want the file to send, which days it is appropriate to receive on, and where the file should be emailed:
You may enter more than one email address in the text box with a comma separation.