Stakeholder Exports

• Introduction
• Stakeholder Exports -- What is it?
• Stakeholder Exports -- How it works
• FAQ

Introduction

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. Next, 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.

FAQ

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?
A:

• 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