Export audience or snapshot

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

Before you start

  • Verify that the audience exists and is active on the All 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. 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. If needed, define a new encryption scheme following the instructions in Add encryption mechanism.

Step 1. Set up export

  1. Do one of the following:
    • To export an audience: On the All Audiences view of the main dashboard, select the audience whose data you want to export in the Audience column. Click Export.
    • To export a snapshot: On the All Audiences view of the main dashboard, select the audience whose snapshot you want to export in the Audience column. Click Static Snapshots. Locate the snapshot you want to export. Click and select Export.
  2. On the Setup tab, set the basic details for the export. All fields are required.
    AttributeDescription
    Name Name the export. You can use any naming convention that you want.
    File NameName the file on the SFTP server 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: red to activate later or green to activate immediately.
  3. Set the delivery schedule.
    AttributeDescription
    Delivery Date/TimeSchedule an export. Click on the field to open the date picker, and then use its controls to select a date and time. This field is required.
    Repeat This ExportIndicate 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.
    Cancel ExportIf the initial request for an export fails, specify how many attempts to retry the job are permitted.
  4. Set the destination settings.
    SettingDescription
    Format

    Select the format for the export file. Currently, CSV is supported. This is a required field.

    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.

  5. Click Next to advance to the Attributes tab.

Step 2. Define configuration settings

Specify line feeds, delimiter characters and header rows for the CSV file.

  1. On the Attributes tab, select the configuration settings for the file format for the export.
    SettingDescription
    Configuration Include Header RowSelect this check box to use attribute labels.
    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.

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 Audiences 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 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 and then select the Custom Data option, which allows you to navigate to the custom attribute you want. 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 Input 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.

After defining the attributes, click Next to advance to the Notifications tab.

Step 4. 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.

The export occurs following its schedule.