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Segment Transfer

Segment Transfers allow you to export your User Segments via upload of a CSV file to your SFTP server. You can use this to collect and aggregate your User data on the platform, and export it at regular intervals for sending messages elsewhere.

Segment transfer.png

Create a Segment Transfer campaign

Click on the button Create Segment transfer. You will see four steps:

Step 1 - Setup

  • Give your Segment Transfer a meaningful name. Optional you can fill in a description an add a label.

    Name and description.png

  • Choose when to dispatch Segment Transfers. You can set this to go out once, or on a regular schedule.

    Dispatch timing.png

  • Optional to check the checkbox Controlgroup.

    Control group.png

  • Click Save changes, and click on Go to next step: Target Group.

Step 2 - Target group

Target group.png

  • Choose a User Segment to transfer to your SFTP Server.
  • Click on Save changes and on Go to next step: Target & format.

Step 3 - Target & format

target and format.png

  • Click on Create new Transfer Format.

  • Choose your Integration for the Transfer. For more on setting up your SFTP Integration.

    create sftp.png

  • Give your file(s) a unique name. If you are setting up recurring uploads, it is important to have filenames that you can identify and distinguish later. For example, if your uploads are daily, you can add the date to the filename.

  • Choose your compression format, or set the file to uncompressed.

    CSV file name.png

  • Select file Properties for your CSV Upload.

    File properties.png

    • Column Names: Choose whether to include a Header row with column names at the start of the document.
    • Field Delimiter: Choose the character to separate the fields, use the Comma if unsure.
    • Row Delimiter: Choose how to end a row, you can use "\n\r" if unsure.
    • Wrapper: Choose a character, in which each field value will be wrapped.
    • Escape: This is to ensure that the wrapper character can be distinguished by the same character inside a field. Using double quotations for both, the Wrapper and the Escape character is fairly common.
    • NULL values: Choose what to write when a value is NULL. If left empty, an emplty string is written by default.

  • Create the column structure of your CSV. You can go column by column, giving each column a name, and a value. The value can be a user attribute, a handlebar combining attributes, or some fixed value.

    Column content.png

  • Click on Save changes and Go to next step: Cappings.

Step 4 - Cappings

  • Choose your frequency caps and exclusion Rules.
  • Click on Go to Transfer Summary.
  • If the Segment Transfer is in order, you can now activate it.

Frequency cappings.png