Exporting recurring profile data is available on the Standard plan and above.
To export the recurring profiles from CauseVox, follow the steps below:
Step 1: Under Manage, select the campaign using the dropdown at the top. You can export recurring data across All Campaigns or an individual campaign.
Step 2: Select Recurring Profiles from the left navigation and Export on the right.
Step 3: Select All Dates, or a date range in UTC time.
Step 4: Select the file format and download the data as a CSV or Excel file and then select Download.
Recurring Profile Data
The Recurring Profile export includes the following fields:
Profile ID
Donor First Name
Donor Last Name
Donor Email
Address Line 1
Address Line 2
City
State
Zip Code (Postal code)
Country
Recurring Amount (Gross)
Total Amount (Gross)
Number Of Donations
Currency Code
Start Date
Interval
Anonymous (Marked name as anonymous from public view)
Giftaid
Profile Active Status
Campaign
Created At Date
To view your recurring data with filters, follow the steps below:
Step 1: Select Filter at the top.
Step 2: Apply any of the following filters:
Active Status - active and/or disabled
Date Range - in UTC
