- 3 Minutes to read
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Export Contacts
- 3 Minutes to read
- Print
- DarkLight
This job creates an export file with contact data and sends it to an external FTP or SFTP server. Use it to keep data synchronized over multiple systems.
This job is available for scheduled and recurring whiteboards only.
Export and import jobs can take a substantial amount of time to process. If the export and import jobs have not finished, then the next step in your Whiteboard journey will not initiate. Use the Wait or Schedule steps to keep your journey running as planned.
Data Selection and Target Groups
Field | Description |
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Export Data Selection |
For more information about the export data, see Exported Information: Export Data. |
Target Groups |
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Include Attributes
Setting | Description |
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Custom Attributes | Allows you to add custom attributes to your selection. Custom attributes store contact data that is relevant to your digital marketing needs and strategies. Available options:
For more information, see Create Custom Attribute. |
Time Range Definition
Setting | Description |
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Current state | Exports data that covers the current state of the group as of the time of export sendout. |
Changed Since Last Export | Limits the export to data that covers the state of the group since the time of the last export automation in the system. |
In Time Range | Limits the export to data from the time range between Start Date and End Date fields. Data outside this timeframe is not included in the export. |
Export details
Field | Description |
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File Type | Choose the export file type. The following types are available: XML, CSV, and CSV (tab). In case of the CSV file type, you can choose a separator. By default, comma is used, but you can use a different separator by selecting Other and entering the desired separator in the designated field. |
File Name | Choose a name for the created export file. Individual file names facilitate data management. In addition to standard, pre-defined names, it is possible to create dynamic name parts using placeholders. For example, <%${group['name']}%> creates a file with the target group name. If the selected group is called Test Group, then using <%${group['name']}%>_February creates a file with the following name: Test Group_February. For more information on possible Engage placeholders, see Additional Placeholders. If the file with the same name already exists on the FTP server, an export timestamp is added to the name of the new file. |
Credential Store Record | Specify the FTP or SFTP server where the export file is created |
After filling all the mandatory fields, it is recommended to test the connection to your FTP or SFTP server by clicking TEST CONNECTION. The system displays a notification that indicates either successful or unsuccessful connection. If the connection is unsuccessful, the notification also displays the reason for the communication failure.
During the connection between Engage and an FTP or SFTP server, the username and password are always encrypted due to the HTTPS protocol.