Go to the Directory tab in the Community/Participants section.
Click the “Actions” button at the top of the directory table.
From the dropdown menu, select “Export Participant Data”
The Export Participant Data drawer will open.
Export drawer setup
Export Title (required)
Export Description (optional)
Base Settings- Choose which member segments (more than one can be selected) to include:
Subscribed members
Unsubscribed members
Purged members
One-time participants
Select the file format for export (options: Text or Code format).
You can also specify the timezone to which all dates in the export will be converted. Default: UTC (matches Community Health Dashboard for consistency)
Selecting Datapoints
By default, all system and custom profile attributes are selected.
To customize your export, click “Manage Dataset”.
A dialog will open where you can:
Add or remove system profile attributes
Add or remove custom profile attributes
Add participation data metrics
Available Participation Data Points (with Definitions)
LastActiveDate – Most recent date a participant completed, OQ’ed, or DQ’ed a research or engagement chat
LastInvitedDate – Most recent date a participant received an invitation for a research or engagement chat
LastStartedDate – Most recent date a participant started a research or engagement chat
LastCompletionDate – Most recent date a participant completed a research or engagement chat
ChatsInvited – Total count of invitations delivered to a participant for research and engagement chats
ChatsCompleted – Total count of completed research and engagement chats
ChatsDQ – Total count of chats where the participant was Disqualified (DQ)
ChatsOQ – Total count of chats where the participant was Over Quota (OQ)
ChatsStartedOnly – Total count of chats started by a participant but with no interaction afterward
ChatsIncomplete – Total count of chats where the participant interacted but did not complete/OQ/DQ
ResponseRate – Percentage of chats Completed + OQ + DQ out of all invitations sent
EngagementStatus – Current engagement classification of the member:
New - The participant joined (subscribed) within the last 90 days.
Not Engaged- The participant is not new and hasn’t received any chat invitations in the past 6 months.
Active - The participant is not new and has completed, been disqualified, or screened out (OQ) from at least one chat in the last 6 months
Inactive- The participant is not new and hasn’t completed, disqualified, or over-quota from any chats in the last 6 month