Export a CSV of Connected Profiles

We are trying to keep an inventory in a Google spreadsheet of all of our connected accounts in Sendible.

Because these are client accounts and we allot so many per client, it would be extremely helpful to be able to have more information available on the profiles screen and/or export the profiles.

List of profiles could contain:

  • Profile name

  • Channel

  • Added by / Profile Owner

  • Date added

  • Client name (custom field)

A way to see this in Sendible and export it to a spreadsheet would be wonderful so we can keep track of which clients are all set.

And in some rare cases clients may add more profiles than they are paying for through Client Connect which means we have to spot those somehow.

  • Guest
  • Jul 8 2021
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  • Guest commented
    8 Jul, 2021 11:06am

    How do other marketing agencies keep track of the profiles so that the total profiles matches what clients are paying for?