Skip to content
Documentation

Exporting contacts who have clicked through in an email within a period

Info

Task:

Receive 3 lists from you in CSV format with the following information:

  • Contacts who have clicked through in an email within the last 3 months
  • Contacts who have clicked through in an email within the last 6 months
  • Contacts who have clicked through in an email within the last 1 year

Information about these contacts, we would like to receive:

  • Opt-in (custom field): Yes / No
  • Hard bounce: Yes / No
  • Soft bounce: Yes / No, count?
  • Spam complaints: Yes / No

Requirements

  • Already know how to export contacts and reports in Mautic
  • Access to the administration area

Step by step

General contact information

  1. Open Segments
  2. Create a new segment for each period
    • Set name as Contacts who have clicked through in an email within [last 3 months | last 6 months | last year]
    • Add the respective filter in each:
      • Clicked any link from any email (date) greater than or equal -1 year
      • Clicked any link from any email (date) greater than or equal -6 months
      • Clicked any link from any email (date) greater than or equal -3 months
    • Save
  3. Wait for them to be built
  4. Click on the contacts count
  5. Export each to CSV normally

Note

This gives the list of contacts based on past interactions, also showing the opt-in information as a column when exported. Bounces information are missing yet.

Regarding the opt-in field, those contacts with its value set to No will present 0 (false), while those set to Yes will present 1 (true) because it’s a boolean field.

Contacts with no opt-in value mean they had no preference registered in Mautic.

Bounces and spam information

  1. Create the reports Spam bounces, Hard bounces and Soft bounces following Creating a report for bounced contacts in Mautic
  2. Export each in separate
  3. Create 3 new static segments (no filters)
    • Spam bounces
    • Hard bounces
    • Soft bounces
  4. Import each report downloaded, matching only the email field while setting the respective segment
  5. Create other 3 new dynamic segments per period
    • Name it Engaged contacts bounced as spam [last 3 months | last 6 months | last year]
      • Segment membership including Contacts who have clicked through in an email within [last 3 months | last 6 months | last year]
      • and Segment membership including Spam bounces
    • Name it Engaged contacts bounced as hard [last 3 months | last 6 months | last year]
      • Segment membership including Contacts who have clicked through in an email within [last 3 months | last 6 months | last year]
      • and Segment membership including Hard bounces
    • Name it Engaged contacts bounced as soft [last 3 months | last 6 months | last year]
      • Segment membership including Contacts who have clicked through in an email within [last 3 months | last 6 months | last year]
      • and Segment membership including Soft bounces
  6. Save, wait for them to be built and export

Note

The second set is a result of the previous one, filtering by contacts tagged as Spam reported, Hard bounce or Soft bounce. So, on the second set, you have combinations like:

  • Contacts who have clicked through in an email within last 3 months which also hard bounced

  • Contacts who have clicked through in an email within last 6 months which also hard bounced

  • ... last year which also hard bounced

Repeating the same for soft and spam.

These are being called "engaged contacts" on the second set just to make the file name shorter.

Having them in different files might help reimporting them later.

Remember the second set has only contacts for who soft, hard or spam report is Yes.

Results

These lists of contacts:

* Engaged contacts bounced as soft last year
* Engaged contacts bounced as soft last 6 months
* Engaged contacts bounced as soft last 3 months
* Engaged contacts bounced as hard last year
* Engaged contacts bounced as hard last 6 months
* Engaged contacts bounced as hard last 3 months
* Engaged contacts bounced as spam last year
* Engaged contacts bounced as spam last 6 months
* Engaged contacts bounced as spam last 3 months
* All spam bounces
* All soft bounces
* All hard bounces
* Contacts who have clicked through in an email within the last 1 year
* Contacts who have clicked through in an email within the last 6 months
* Contacts who have clicked through in an email within the last 3 months
← Previous Deleting contacts Next → Exporting contacts