Export audience

Build and activate an audience export. Perform this task to create and deliver a CSV file of audience data to a SFTP site or other supported destination.

Before you start

  • Verify that the audience exists and is active on the Audiences view of the main dashboard.
  • Verify that the destination you plan to use has been defined and is listed on the Destinations tab on the Manage Exports page in legacy Audience Exports. If needed, define a new destination following the instructions in Add export destination.

  • If you plan to encrypt the export, verify that the encryption mechanism has been defined and is listed on the Encryptions tab of the Manage Exports page in legacy Audience Exports. If needed, define a new encryption scheme following the instructions in Add encryption mechanism.

Step 1. Set up export

  1. On the All Audiences view of the main dashboard, select the audience whose data you want to export in the Name column.
  2. In the top right of the Audience page, click Export
  3. On the Export Audience panel, set the basic details for the export. All fields are required.
    AttributeDescription
    Export Name Name the export. You can use any naming convention that you want.
    File NameName the file on the location that stores the exported audience data. Field supports dynamic names with date/time conversions.
    Export Active Use the Export Active slider to indicate whether the export is active: grey to activate later or green to activate immediately.

Step 2. Define configuration settings

Set up how the export file is formatted and delivered.

Setting Description
Record Delimiter

Select one of the following values to set how records are separated in the CSV file:

  • Line Feed (\n)
  • End of Line (\r\n)
Field Delimiter

Select one of the following values to indicate how fields with multiple values are separated:

  • Comma (,)
  • Tab (\t)
  • Other. When you select Other, a second field appears where you specify a single-character delimiter.
Destination

Select the location to which the export delivers the data file and makes it accessible to the user. Currently, SFTP, Facebook, and AWS S3 bucket destinations are supported. This is a required field.

Available values for this field are configured on the Destinations tab of the Manage Exports page. See Add export destination for more information.
Encryption

Indicate whether export should be encrypted. Encryption ensures the security for the audience data exports you are building. While not required to perform an export, encryption is highly recommended. To encrypt an audience export, select a pre-defined PGP encryption mechanism from the Encryption drop down list. This is an optional field.

Available values for this field are configured on the Encyrptions tab of the Manage Exports page. See Add encryption mechanism for more information.

Step 3. Define attributes

Select the attributes of the customer record you want to add to the export file. You must add at least one attribute.

The Audience Composer module supports three types of attributes: standard data, custom data, and custom inputs.

A standard attribute is straightforward demographic data that you can include in an export job. The following list identifies the standard attributes available in the Audience COMPOSER module.

  • Audience ID

  • Audience Name

  • User ID, which is the SessionM internal user ID

  • Email

  • First Name

  • Last Name

  • Gender

  • Year of Birth (YOB)

  • Account Status

  • City

  • Zip

  • State

  • Country

To specify a standard attribute for an audience export, click Add Attribute and then select a standard attribute from the Attribute drop down list. Repeat for additional attributes.

If you want to add all of the available attributes, click Add All. You can adjust the order of the attributes by clicking and dragging them to the appropriate positions in the sequence.

A custom data attribute is a standard customer attribute that can be formatted for the export. To specify a custom data attribute for an audience export, click Add Attribute, select the Custom Attribute option and click Browse, which allows you to navigate to the custom attribute you want. After selecting the custom attribute, click the Edit Syntax slider if you would like to manipulate the custom attribute.

See Custom data attributes for more information on how to format and modify these attributes.

A custom input is any value you want to include in the export. To specify a custom data input for an audience export, click Add Attribute and select the Custom Attribute option. Then, in the Custom Value field, specify the value you want to include in the export. See Custom data attributes for more information on how to format and modify these values.

Step 4. Set export schedule

Select the date and time for the export to run.

Attribute Description

Export Date/Time

Schedule an export. Select Now to export as soon as possible. Selecting Later opens the date picker, and then you can use its controls to select a date and time in the future. This field is required.

Repeat This Export

Indicate whether the export should occur more than one. Selecting the Repeat This Export check box opens additional fields that you can use to configure how often the export runs.

Step 5. Set notifications

Add email addresses for people who should be notified when an export completes. Notifications can include information on completed or failed jobs. This step is optional.

  1. On the Notifications tab, include the email addresses for anyone who should receive notifications. Separate emails with a comma.
  2. Click Save to save the changes you made across all of the tabs in the export builder.