From Events > Capture, open the right menu and select Automatic Export as shown:
Enable Automatic Export
Choose how often the export should happen:
Disabled: Turns off automatic export.
Once: Exports data a single time after the event.
Recurring: Exports data repeatedly at set intervals
Filter
Use the dropdown to select a filter (which group of leads should be exported):
All Prospects: Default setting; includes all collected leads.
You can also click the + icon to create a custom filter.
When
Set the number of days after the event ends that the export should happen:
Example: Entering 1 means export happens 1 day after the event ends.
Export Type
Choose what type of data to export:
Options may include: Prospects, Event Metadata, Submissions, All Event Data (Event Metadata, Submissions), Everything.
Send Alert To
Enable one or more of the following to notify others when the export is complete:
Owner – Notifies the event owner.
Teams – Send alert to selected teams.
Users – Notify specific users.
Emails – Enter specific email addresses to receive notifications.
Note: You must toggle each option on to activate it and access the selection fields.
Automatic Export (Recurring Mode)
When Recurring is selected, the system will regularly export data based on your defined schedule. Here's how to configure it:
Repeat Every
Set how often the export should repeat:
Example: 1 week(s) will trigger the export weekly.
Frequency
Choose how often the export occurs within the repeat window:
Options might include Daily, Weekly, etc.
Works in combination with the “Days” section below.
Start/End Date
Define a time range for when exports should start and stop:
Leave blank for continuous exports.
Optional but useful for time-limited campaigns or trial periods.
Days
Specify which days of the week the export should run:
Example: Choose Monday, Wednesday, and Friday for tri-weekly exports.
Mode
Control what gets exported:
Everything – Full export of all qualifying data.
Only updates – Exports only newly added or modified data since the last export.
Finish Setup
Click Continue to save your export settings and choose which fields to export, or Cancel to exit without saving.