The “Export” section allows you to set up an automated campaign export or run the export manually. You can add, edit, and delete the exports, create reports using different filters, save reports or load already saved.
To manage the exports, go to the Campaigns > Exports section.
You can narrow down the search results by using the following filters:
- ID: Enter the export ID.
- Date: Select the date range.
- Name: Enter the export name.
- Campaign: Select the Campaign.
- Mailer: Select the Mailer.
- Export Day: Select the export day.
- Status: Select the export status.
- Protocol: Select the protocol.
The “Export” section displays the following data:
- ID: The unique identification number of the Campaign’s export.
- Created: The export creation date.
- Expires: The export expiration date.
- Name: The name of the export.
- Campaign: The campaign data chosen for the export.
- Mailer: The number of mailers related to the Campaign.
- Start Time: The time when the export is scheduled to start.
- Export Days: The day(s) when the export is processed.
- Status: The status of the export (Active or Deleted).
- Protocol: The protocol used for the export.
To run the export manually, click the “Run Now” button in the “Action” column.
To view details, click the “View” button in the “Action” column.
To create a new export, click the “+ Add New Export” button and fill out the following fields:
- Campaign: Select the Сampaign from the drop-down menu.
- Export Name: Enter the name of the export.
- Export on Days: Select the day(s) when the export will be done.
- Hour: Choose the hour when the export will be done.
- Notification Emails: Enter the email addresses to send notifications about the export.
- Expiration Date: Set the export expiration date.
- Notes: Enter additional comments if needed. To view the comments, click the “View” or “Edit” button.
- Export Settings: Check the “Zip Opt-Out file” box to download the export file in the .zip file format. Check the “Password For Zip” box to set the password for the .zip file. Enter your password in the “Password” field that appears below.
- List Fields: Select the most appropriate option for exporting contacts:
- Plain Text Contacts: Check the box to export the contacts in the plain text format. This option is only available if contacts are stored in Plain&MD5 / SHA-512 format.
- MD5 Encrypted Contacts: Check the box to export the MD5 contacts in the encrypted format.
- SHA-512 Encrypted Contacts: Check the box to export the contacts in the SHA-512 encrypted format
- Opt-Out/Import Timestamp: Check the box to add the contact creation date column to the export file.
- Country: Check the box to add the country information to the export file.
- Field Separator: Select the field separator for the file. (Semicolon, comma, tab, or pipe).
- Transfer Protocol: Select the transfer protocol from the dropdown menu (HTTP, FTP, SFTP, Amazon S3, Google Storage).
After choosing the protocol, additional fields related to the protocol access will appear.
Note: These settings become available after the registration on the corresponding website or server.
To use the HTTP protocol, paste the URL to the “Full Web URL” field, enter the username in the “Username” field, and the password to the “Password” field. Click the “Add” button to save a new export record.
To use the FTP protocol, enter the server address, port, username, and password to the corresponding fields. Enter the path and filename using the forward-slash (/) symbol in the “Path/Filename” field ( e.g.,/Folder Name/File.csv), and click the “Add” button to save settings.
To use the SFTP protocol, enter the server address, port, username, and password to the corresponding fields. Enter the path and filename using the forward-slash (/) symbol in the “Path/Filename” field (e.g.,/Folder Name/File.csv), and click the “Add” button to save settings.
To use the Amazon S3 protocol, enter the API key, Secret Key, Region, and Bucket Name to the corresponding fields. Enter the path and filename using the forward-slash (/) symbol in the “Path/Filename” field, e.g.,/Folder Name/File.csv, and click the “Add” button to save settings.
To use the Google Storage protocol, enter the bucket to the "Bucket" field and enter the path and filename using the forward-slash (/) symbol in the “Path/Filename” field, e.g.,/Folder Name/File.csv. Select the Key File and click the “Add” button to save settings.
To edit the export settings, click the “Edit” button in the “Action” column, change the required fields in the pop-up window depending on the transfer protocol settings, and click the “Save” button to confirm the changes.
To delete the record, click the “Delete” button in the “Action” column and follow the instructions to proceed.