Segment Export Channels allow you to send segments directly to a supported Email Service Provider (ESP) or a file on an FTP server. This eliminates the need to manually download the segment to your computer and upload it to your ESP.
Create an export channel
To create and configure an Export Channel, follow these steps:
Expand the User menu, then go to Settings > Exports > Data Export Channels.
Under Set up a new channel, expand the Set up a new channel drop-down menu and choose the segment export destination you want to use.
Select CREATE EXPORT CHANNEL.
Configure the available options on the export settings page. These vary based on the selected export destination. For example:
FTP settings:
FTP Setting | Description |
FTP Type | The type of FTP connection (FTP, SFTP, etc.). |
Hostname | The server address for the FTP destination. |
Port | The port number to access the server. |
Username | The username for accessing the server. |
Password | The password for accessing the server. |
Directory | The directory path for storing the exported segment. |
Export Format | The format of the exported file (CSV, JSON, etc.). |
Field Order | The order in which fields appear in the exported file. |
If you‘re uncertain about these details, speak to your IT team.
ESP Export channel settings
For an ESP destination, the options may include:
API credentials from your ESP
ID or name of the list to export to
If you aren't sure about these details, contact your ESP. Note that the options will vary depending on the selected ESP, select the blue help bubble next to each field for more information.
5. After filling in the settings, select SAVE.
To find the new export channel, expand the User menu, then go to Settings > Exports > Data Export Channels. It shows information such as channel type, for example, FTP or ESP, and whether Firehose or a Segment uses it.
To further configure the export channel, select Edit or to delete it, select Remove.
Use an export channel
To use an export channel in a segment, follow these steps:
Go to Data > Segments.
Find the segment you want to use the export channel in, then select the options menu (⋮), and then select Edit.
On the segment edit page, select the Post-Build tab
Expand the Upload to this channel drop-down menu and choose the Export Channel you want to use.
Expand the Field Mapping for Upload drop-down menu and choose the field mapping settings you want to use.