The “Export” section allows you to set up the automated email or phone number list exports, view it, edit, delete or run it now. You can also group Export lists and save created reports or load already saved reports.

Both mailers and admins have access to the exports set up. To manage the exports, go to the List Management> Exports section.

The “Exports” section displays the following data:

  • ID: The unique identification number of the export.

  • Created: The date of the export creation.

  • Expires: The date of the export expiration.

  • Name: The name of the export.

  • List: The list to export.

  • 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.

You can narrow down the search results by using the following filters:

  • ID: Enter the export list ID.

  • Date: Select the date range.

  • Name: Enter the export’s name.

  • List: Select the list.

  • Export Day: Select export day.

  • Status: Select the export status.

  • Protocol Select 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:

  • List: Select the email or phone number list 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: Set up the export time.

  • Notification Emails: Enter the email(s) to send the standard notification message. To view or edit the notification message, go to the System Management > System Notifications > Message Templates section.

  • Expiration Date: The date and time when the export is scheduled to expire.

  • Notes: Enter the additional comments if needed. To view the comments, click the “View” or “Edit” button.

  • Export Settings: The block allows you to set the format of the export file to be downloaded.

    • Zip List File: Check the box to download the export file in the .zip file format.

    • Password For ZIP: The checkbox to set the password for the .zip file. Enter your password in the “Password” field that appears below.

  • List Fields: The block allows to export the contacts in different formats.

    • 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 format.

    • MD5 Encrypted: Check the box to export the contacts in the encrypted format.

    • Opt-Out/Import Timestamp: Check the box to add the contact creation date column to the export file.

  • Field Separator: Select the field separator for the file. (Semicolon, comma, tab, or pipe).

  • Export 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 export, click the “Delete” button in the “Action” column and confirm your action.

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