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Avalara Help Center

Export and review campaign data

This article applies to:Avalara CertCapture

After you create a campaign in CertCapture, export an overview of the campaign to track campaign data and review the efficiency of your campaign methods.

Steps

  1. In CertCapture, go to Manage Documents > Campaigns.
  2. Locate the campaign you want to view and then select Manage Campaign. 
  3. Select Export Overview Data to generate a CSV file with campaign information.
  4. When it's ready to download, select your name in the upper right and go to the Download Center to retrieve it.

Campaign overview data captures all relevant campaign information, including Customer Number, Customer Name, Exposure Completion Percentage, Exposure Zone, Exempt Reason, Request Status, Delivery Method, Status, and more.

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