What is an automated export?
An automated export setup allows users to configure and automate the process of exporting data to predefined endpoints, such as Amazon S3 or sFTP servers, at specified frequencies and moments, using specific templates and customisable file names.
The mandatory steps for this configuration are:
- The export server setup
- The automated export setup
To find them, go to Campaigns > Integrations > Automated exports. The page has a card for each part: Automated exports, Export servers, Export templates and Export variables.
Export server setup
Which export servers can I use for automated exports?
You can use either Amazon S3 or sFTP as your export servers. To add one, open the Export servers card. Each option requires specific fields to be filled during the setup.
How can I test if my export server is correctly set up?
You can test the connection to your export server to verify if all the credentials are properly set up. This step ensures the automated exports can be pushed to the server without issues.
Can I set up multiple export servers?
Yes, you can set up several export servers. This enables you to use them in upcoming exports or push several exports to the same server.
Automated export setup
How do I configure an automated export?
Open the Automated exports card and click Create a new export. Then fill in:
- Source: keep Participation.
- Endpoint used: the export server the files are sent to.
- Frequency and Starts between: whether the export runs daily or weekly, and the night-time slot it starts in.
- Template: the file format and columns. See the export templates.
- File name: you can add dynamic variables, such as the export date or the campaign name.
- Encryption system: choose PGP to encrypt the files, then paste your PGP public key.
- Send files even if empty: tick it if your systems expect a file at every run, even when there is no data to export.
What is the “Export only new data” option?
If you use the “Export only new data” option, the system will only include data that has not yet been exported in the file(s). This ensures that each export contains only new information.
Can I export one file per campaign?
Yes. Add the Campaign name or Campaign ID variable to the File name. The export then creates one file per campaign, each named after its campaign.
How do I select which campaigns to automatically export?
Use the campaign filter to define the campaigns you want to automatically export. You can filter campaigns based on their dates, websites, languages, or statuses (on/off).
How can I choose which participations to export from these campaigns?
In the participation filter, you can define which participations from the selected campaigns to export. You can choose to export all participations or only those with opt-ins, for example.
Can I test the automated export before activating it?
Yes, you can test the export by clicking Trigger now. This feature allows you to verify the setup before fully activating the automated export.
What should I do after setting up the automated export?
Don’t forget to activate your export once you have completed the setup and testing. Activation ensures that the automated exports will run according to the defined schedule and parameters.
Advanced options
There are two advanced options to further customise the automated exports: