As part of FiscalNote's ongoing efforts to improve your user experience, we're happy to introduce stakeholder exports! Much like Issues, stakeholder networks can be complex. Your most influential contacts may impact a number of Issues on varying levels. With Stakeholder Exports, quickly pull a number of contacts using a combination of labels, issues, and other filters in the Directory to curate a list of stakeholders specific to your unique need(s).
Stakeholder Exports -- What is it?
We heard you: your stakeholder networks are complex. Using Labels and Issues to organize contacts within FiscalNote certainly helps, but what happens when you need to share that information with a colleague who doesn't have access? Enter: Stakeholder Exports.
Let's say Larry at Safe Vehicles USA needs to organize his contacts for 4 main purposes, 3 organizational and 1 personal:
- To track those who are most influential to internal departments & clients
- To create campaign lists for specific targeting purposes
- To quickly identify top champions by Issue or topic
- To track those he has personally interacted with
To accomplish this, he would add stakeholders to Issues of interest, as well as implement a label strategy. If contacts have already been uploaded to FiscalNote, use the Directory to find them with the Custom Contacts Filter:
You can perform both activities (add to Issue, add label) directly within the Directory to save time:
You can now curate a unique list of contacts from the Directory using Issue, Label, and other filters to export them into a CSV or XLSX file.
**Click here to learn more about using Issues and Labels together
**Click here to learn more about Labels Management
Stakeholder Exports -- How it works
Head to the Directory from the collapsible left-hand menu. There, use filters on the left to narrow down the contacts into a list that you might want to export. Available filters include: Contact Type, Label, Issue, Location, Title, and/or Organization:
Select your contacts, click the Exports tab on the top right, and give your List a name:
FiscalNote compiles your contacts and presents you with a downloadable file in the Exports Center, which can be found via Reports in the menu on the left.
Q: Can I mix Custom Contacts with those provided by FiscalNote, such as U.S. Legislators?
A: Yes! You may co-mingle different contact types in the same export to meet your unique need(s)
Q: Which contacts can I export?
- Custom Contacts (Individuals)
- US State Executives
- US Federal Executives
- US State Legislators
- US Federal Legislators
- EU Commission
- Council of the EU
Q: Are there any contacts I cannot export?
A: Yes. Global legislators, MEPs and organizational contacts cannot be exported at this time (But they are in the works for a future release!)
Q: What is the maximum number of contacts I can export at once?
A: 100 contacts