The ability to export scoring guideline is designed to streamline your workflow and make it easier to share critical details with your team. Whether you're onboarding new members, auditing existing setups, or training teams, this feature allows you to quickly generate a comprehensive CSV file containing all configured scoring guideline for one or multiple workspaces.
This empowers you to manage and share scoring guideline effectively, ensuring your internal processes run smoothly and your team has access to the information they need, when they need it.
How It Works
Access the Export Feature:
Navigate to the Guideline Management page within your workspace settings.
Look for the Export as a CSV button.
Export for a Single Workspace:
The system will generate a CSV file containing all scoring guideline for that specific workspace, including:
Workspace name
Rule
Channel
Creative type
Consideration
Organization guideline
Category
Date added
Added by
Once the export is complete, the file will be downloaded directly to your device.
Export for Multiple Workspaces:
Click the Export Guideline button to open the workspace selection modal.
Use the dropdown menu to select one or more workspaces:
Choose individual workspaces
Select multiple workspaces
Use the "Select All" option
After making your selection, confirm to start the export.
The CSV file will be organized by workspace, ensuring a clear and consolidated view of your scoring guideline.
Note: The exported file is in CSV format, making it easy to view, edit, or share.