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Data export overview

David avatar
Written by David
Updated over a week ago

You can export the data that consumers submit through your data capture forms. Exporting your data can help you:

  • Understand who is engaging with your sampling campaigns

  • Power your CRM, email, and re-marketing activity

  • Build smarter audience segments

  • Measure performance across channels

  • Activate follow-up campaigns

  • Feed insights into future campaign planning

You can choose from four export methods:

  • Manual CSV export – quick and easy access to CSV files

  • SFTP integration – send data securely to your SFTP server

  • API integration – your team retrieves data automatically using the API

  • CRM integrations – integrate with your CRM platform to automatically send data

  • Custom CRM integration – Speak to SoPost to build a custom CRM integration for advanced setups

Ways to export consumer data

Manual CSV export

Exporting your data in a CSV is the quickest way to access your campaign data.

  • Download CSV files directly from the Order Export section of your account

  • No technical setup or integrations required

Learn more: How to export your data manually

SFTP integration

Exporting data to your SFTP server is a secure and automated way to receive your campaign data without needing to manually download files.

  • Sends CSV files directly to your SFTP server

  • No need to download data to your computer

  • Better for automated ingestion into your internal systems if you have those setup

API integration (Premium tier)

You can use the SoPost API to automatically pull data from your, and push them into your CRM or customer data platform.

  • Your team pulls data from SoPost using our API

  • Works with no-code tools like Zapier or your preferred integration method

  • Automates data syncs to your CRM or marketing tools

  • Flexible and fully controlled by your team

Learn more: How to create a CRM integration using the SoPost API

CRM integrations (Premium tier)

Klaviyo

SoPost’s Klaviyo integration allows you to automatically receive consumer data from their sampling campaigns directly into your Klaviyo account.

Learn more: Klaviyo integration overview

Custom CRM integration (all tiers, additional fees)

You can work with the SoPost team to build a custom CRM integration.

  • SoPost pushes data to your systems automatically

  • Custom-built to your requirements

  • Reduces internal engineering effort

  • Consistent, reliable delivery of campaign data

Speak to your SoPost contact to discuss a custom CRM integration.

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