Export Tab

The Export tab displays the parameters defined on the Export format tab of the direct marketing communication template or on the acknowledgement, membership renewal, or sponsorship effort template.

Note: For direct marketing efforts, the options you can view and edit depend on what is locked on the template. If all options are locked, the Export tab is completely hidden. To display the Export tab and view the options defined on the template, select Show locked fields. The information below assumes all fields and options on the
Export format tab are unlocked on the template. For detailed information about the template's Export format tab, seeExport Format Tab.

Under Export definition, you can edit the export description and the export definitions selected for the mail, phone, and/or email channels. These definitions are used for any packages assigned to the marketing effort that do not have an export definition defined already.

Under Currency export options, you can edit the format for currency in the export.

Under Date and time export options, you can edit the format for dates and times in the export.

Under Line break character options, select the line break character(s) to use in export files for letter merges and communications exported to CSV.