Exporting contact lists

To make a manual export of a list of contacts, proceed as follows:

• Export includes – Here you specify if you want to export all contacts in the database, a specific segment or a contact list.
• Data will be sent by – Here you specify by which channel you want to export:
  • Email – You must enter a valid email address; you can specify a subject line or use the default text. This email address will receive a download link which is password-protected; for the download you must enter your own Emarsys user credentials, even if it is not your own email address.
  • FTP/SFTP – You must enter the corresponding access data (i.e. a host address, user name and password; the directory is optional).
  • Local Delivery – The content is exported to the WebDAV folder that was configured during your account setup, and requires no further action by you.

Note: This feature is manually configured during setup and will not be visible by default.

• Display Language – This language is used for the field names (e.g. first name, last name).
• Field Separator – This separates the files in the is the .csv file. Since different language versions of programs like Microsoft Excel might use different characters for separating fields in .csv files, with this option you can adapt the .csv export to suit the version you use.
• Add field names to the first row of export file – This option is activated by default; it writes the field names to the top row of the exported file.
• File name prefix – This will be the prefix added to the .csv file. Only English letters, digits, underscore or dash (a-z, A-Z, 0-9, _, -) are supported.
• Choose the fields for the export – Here you choose the database fields for the export.

When you have applied all desired settings, click Export Now.

During the export, the system assigns an internal ID to each record. In fact, this ID was generated at the time the record was created (via online registration, manual entry or import). It remains invisible until an export is started. The internal ID is unique and will later allow you to re-import the same file to Emarsys.

Example

You could export a list with invalid email addresses and correct them in Microsoft Excel. In order to re-import the records, you only need to provide the internal IDs and the updated email addresses. Emarsys will update the records in the database accordingly.

On the Export Scheduler tab, you can define settings for the automated export. For this, you must use an export rule. Existing export rules can be:

• edited
• deleted
• activated and
• deactivated

To create a new export rule, click New Rule; the Edit Rule page opens in a separate tab.

To schedule an export, proceed as follows:

• Name of Schedule – Assign a name to the rule.

The remaining controls are the same for the manual export described above, with the exception of:

• Schedule – Here you specify if you want to export on a Monthly, Weekly or Daily basis, and define an export time.
• Next export on – Here you select the day when the next export will be generated, and the intervals for the automatic export are calculated from that day onwards.

When finished, click Save; the export will be performed as scheduled.