The term "export CSV" refers to a type of step that can be incorporated into your drip campaign.
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 users 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 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: