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            Export a Segment to the Marketing Cloud Personalization SFTP

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            Export a Segment to the Marketing Cloud Personalization SFTP

            Set up a nightly feed or a one-time export to synchronize segments with the Personalization SFTP. You can then use these segments in other systems to target cross-channel communications. For example, you can synchronize a segment to Marketing Cloud Engagement to target a specific group with an email communication.

            Required Editions

            Permissions Needed
            To export a segment: A role with administrator permissions

            Before exporting a segment, make sure to do these tasks:

            • Ensure the Segment File Exporter gear is enabled for your dataset. To locate the Segment File Exporter gear, select Gears | Gears from main navigation to open the Installed Gears page.
            • If you don’t have one, set up an SFTP user. See Create an SFTP Account for more information.

            Your Personalization contract defines the volume of records you can export. Refer to your contract or contact your account representative for more information.

            1. From the main navigation, select User Segments | User Segments.
            2. Double-click the segment you want to export.
              Note
              Note If you’re creating a segment, you must save it before you perform the next steps.
            3. Click the Setup tab.
            4. Select Sync to Other Systems | SegmentFileExporter.
            5. In the Segment Sync Setup dialog that appears:
              1. Select the user profile attributes you want to export from the User Attributes dropdown.
                Note
                Note The Personalization system automatically includes the User ID and Segment Membership attributes, and you can select up to 10 additional ones. If you want to make adjustments, you can add or remove up to 10 attributes after the initial setup.
                Note
                Note The set of fields included in each exported file is determined by the processing order of the segments within a single job. The process is cumulative, meaning each segment's file will contain its own configured fields as well as the fields from all segments that were processed earlier in the same job.
                Example: Given two segments, Segment_A (configured with Field_1) and Segment_B (configured with Field_2, Field_3), the exported fields depend on the processing order. If Segment_A is processed first, its export contains Field_1, while Segment_B's contains Field_1, Field_2, and Field_3. Conversely, if Segment_B is processed first, its export contains Field_2 and Field_3, while Segment_A's contains Field_1, Field_2, and Field_3.
              2. You can enter a prefix into the File Prefix field that identifies the file with a meaningful name.
              3. To set up a nightly sync of the segment, select Enable.
                Note
                Note The sync runs at night in Eastern time (ET), but not at a specific time.
              4. To immediately start a one-time export to SFTP, select Run Export | Run Full Export.
              5. Click Save.
            6. Click Save to save any segment changes.
              The Personalization system exports the segment as a CSV file named SegmentExport_${segmentId}_YYYY-MM-DD.csv.

            After the initial full export, the nightly job provides Personalization segment membership changes (delta) since the previous run.

            • Users who have since joined the Personalization segment are added to the corresponding export with a value of true in the segmentmembership column.
            • Users who have been removed from the Personalization segment are added to the corresponding export with a value of false in the segmentmembership column.
             
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