Downloading your prospects from Outreachly is quick and easy. You can export your prospect list as a CSV file for email campaigns, CRM imports, or reporting.
You can follow the steps below to download your prospects directly from the Prospect Select feature.
Step-by-Step Guide to Download Prospects:
Step 1: Log in to Your Outreachly Dashboard
Go to dash.outreachly.ai and log in using your account credentials.
Once logged in, navigate to the "Prospects" section from the dashboard menu.
Step 2: Select Your Prospects
Use the filters to search for specific prospects based on different criteria.
Select the checkboxes next to the prospects you want to download.
Alternatively, you can click Select All if you'd like to export the entire list.
Step 3: Download Your Prospects
Once your prospects are selected, select the "Export" button.
Add your email address and the CSV file will automatically be emailed to your registered email address.
Step 4: Check Your Email
Open your email inbox. You will receive a message from Outreachly with the subject line: “Your CSV is ready”.
Select the download link provided in the email to save the CSV file to your device.
Best Practices for Using Your CSV Export:
✅ Import to CRM: Easily upload the CSV into your CRM or email marketing tool for outreach campaigns.
✅ Segment Your List: Use filters to download targeted lists for personalized campaigns.
✅ Keep Records Updated: Regularly download and compare lists to update your contact database.
🚀 Success! You’ve successfully downloaded your Outreachly prospects as a CSV file—ready to power your next outreach campaign and drive more sales!
Frequently Asked Questions (FAQ):
Q: How long does it take to receive the CSV file?
A: Most downloads are processed instantly, but large lists may take up to 5 minutes. You’ll receive an email when the file is ready.
Q: Can I download prospects from a specific campaign only?
A: Yes, use the campaign filter in Prospect Select before downloading.
Q: What if I don’t receive the email with my CSV file?
A: Check your spam or promotions folder. If not, try downloading again or contact Outreachly Support via live chat.