The “Export” section allows you to set up the automated email or phone number list exports. You can add, edit, and delete the exports. Only admins have access to the export set up. To manage the exports, go to the List Management> Exports section.

The “Export” section displays the following data:

ID - export ID

Created - the export creation date

Expires - the export expiration date

Name - the export’s name

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 export status (Active or Deleted)

Protocol - the protocol used for the export

To run the export manually, click the “Run Now” button.

To view details, click the “View” button.

Exports - view-1

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 dropdown 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 Opt-Out File - check the box to download the export file in the .zip file format.

  • Password For Zip - select the checkbox to set the password for the .zip file. Enter your password in the "Password" field that appears below.

  • 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).

  • Transfer Protocol - select the transfer protocol from the dropdown menu (HTTP, FTP, SFTP, Amazon S3, Google Storage).

Exports add new-4

After choosing the protocol, additional fields related to the protocol access will appear. Note that these settings become available after the registration on the corresponding website or server.

Exports - add new - HTTP

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.

Exports - add new - FTP

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.

Exports - add new - SFTP

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.

Exports - add new - Amazon S3

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.

Exports - add new - Google Storage

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, change the required fields in the pop-up window depending on the transfer protocol settings, and click the “Save” button to confirm the changes.

Exports - edit-1

To delete the export, click the “Delete” button and confirm your action.

Exports - delete
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