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            Define an Automation for Segment Exports

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            Define an Automation for Segment Exports

            Configure and schedule an automation for segment exports. You can also test the automation before activating it.

            Required Editions

            Permissions Needed
            To define an automation: A role with Administrator permissions
            1. From the main navigation in Marketing Cloud Engagement, select Journey Builder | Automation Studio.
            2. Click New Automation.
              1. Drag Schedule from the Starting Sources section to the Start with a Starting Source dotted circle.
              2. Click Configure.
              3. Enter a Start Date and Time.
                Note
                Note Be sure not to set a start date and time that occurs before the date you expect to finish end-to-end testing of this process.
              4. Confirm that the Time Zone is correct or change it.
              5. Select the Repeat as Daily every 1 day(s) option.
              6. Set the End as a number of occurrences, a specific date, or never.
              7. Click Done.
            3. Drag Import File onto the workflow canvas.
              1. Click Choose to select an object for that activity.
              2. Click Create New Import Definition.
              3. Enter a Name for the activity that matches the segment so you can identify it in Automation Studio.
              4. Add a Description, if desired, such as details about the Personalization segment rules.
              5. You can leave External Key blank, or add one as necessary.
              6. To receive a notification after the import completes, select Send notification email to and enter the email address.
              7. Click Next.
            4. Select the File Location that you created previously.
            5. Create the File Naming Pattern in the format SegmentExport_[SEGMENT_ID]_%%Year%%-%%Month%%-%%Day%%.csv, replacing [SEGMENT_ID] with the segment ID for the segment you’re exporting.
            6. As part of end-to-end testing, confirm that the Example File Name matches the file dropped in the SFTP inbound folder (such as SegmentExport_[SEGMENT_ID]_2022-04-15.csv).
            7. Configure these settings:
              Setting Description
              Date Format: English (United States)
              Delimiter: Comma
              Respect double quotes (") as a text delimiter: Selected
              Skip rows with bad data: Selected
              1. Select any Advanced File Options you want.
              2. Click Next.
            8. Locate the data extension you created previously.
            9. Click Next.
            10. Select Add and Update as the Data Action.
            11. Select Map by Header Row.
              Note
              Note Attribute names in the segment you’re exporting must match the field names in the data extension. If the data extension column names don’t match, select Map by Ordinal or Map Manually.
            12. Click Next.
            13. Review the configuration.
            14. Click Finish.
            15. Add and configure more activities as necessary.
            16. Click Save.
            17. To test the automation, click Run Once. New records appear on the target data extension.
              Note
              Note To test the automation, there must be a file in the outbound SFTP folder.
            18. When testing is complete, activate the automation by clicking Active and then Activate.
             
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