Download Contacts
Encompass-CX allows you to download your contact data into a CSV file for review and analysis.
Click the Contacts tab
Click on the three dots icon on the right of the screen. Choose "Download CSV Data" from the drop-down options
Your CSV file will begin downloading
Encompass-CX also allows you to send PDF reports via email that include valuable insights and information from a contact's survey response.
Click on the Contacts Tab in the navigation bar
Select the name of the contact you wish to generate a report for
Select the PDF icon in the row of the survey response
The Relationship Report pop-up will appear. Edit the email in the "Send to" field if you desire and press "Create Report" when finished
The report will be sent via email to the address indicated in the "Send to" field