To view who's in a specific audience (or complex audience), you can export that data to a flat file. This export can be done 'ad hoc' (one-time) or can be scheduled to run on a cadence. Most users choose to do ad hoc exports to analyze or inspect who's in a particular audience.
Exporting Contacts from Audience Builder
After creating or opening your desired audience, click the Send Contacts button on the top bar.
You'll get a few options here. Most users select file export. A Send Contacts pop-up box will appear:
After typing a name for your file, select the File Management location where the file will export to. The default location will be your personal folder. If you intend for other users to have access to the same file, export to the Shared folder. Click Select Folder to choose a new location.
Need helping selecting/finding the Shared Folder? Click here.
After selecting a file type, you can export as-is or add additional "output fields". Output fields basically what data you'd like to include on the people you're exporting. For example, if you have a list of people who've purchased in July 2022, you might want to know each person's first purchase date (output field: "customer create date") or their lifetime spend (output field: "total spent lifetime").
If you don't choose additional output fields, the default fields are listed below:
- Address
- City
- Email Address
- First Name
- LTGID/Ascent360ID (the golden record ID / unique identifier)
- Last Name
- Phone
- Postal Code
- State
- UNIQUE EMAIL ID
Any field available in the Fields Library can be included in the file export. Use the search field or navigate through the fields library to add specific fields to your file export.
Once the output fields have been selected, click Save Output Fields.
Select Send Now to File export to send the file to your selected folder.
Your file should export within the next 1-5 minutes depending on the file size.
Need help navigating to File Manager? Read article Dropping and Retrieving Files with File Management (opens in new tab).
Exporting Contacts in Complex Audience Builder
To export the contacts from a Complex Audience, select your Audience, then the Export & Schedule (calendar) icon.
On the resulting page, select the Send Contacts icon.
To export your file immediately, select Send Immediately from the first drop-down. To schedule your file export for a later date or time, select Create New Schedule and see Schedule Regular Exports from Complex Audiences below.
After naming your file, you'll have the option to configure the location within the file manager where the file will export to. The default drop location will be the personal folder of the currently logged-in user. If you intend for other users to have access to the same file, we suggest exporting to the Shared folder.
After selecting a file type from the drop-down, you can either immediately send the file to File Management with the default output fields or manually configure the output fields you would like to view in the file.
The default output fields are listed below:
- Address
- City
- Email Address
- First Name
- LTGID (the Unique Ascent360 Identifier)
- Last Name
- Phone
- Postal Code
- State
- UNIQUE EMAIL ID
Any field available in the Audience Builder Fields Library is available for inclusion in the file export. Use the search field or navigate through the fields library to add specific fields to your file export.
Once the output fields have been selected, click Save Output Fields.
Then, select Send Contacts Now to export your file.
Schedule Exports from Complex Audiences
If you would like to create an automated/scheduled audience export, select Create New Schedule from the Contact Export drop-down.
After configuring the output parameters, configure the schedule parameters by selecting Create Schedule.
Configure the name, date & time, and recurrence. Select Create Schedule to save your schedule.
If Send when data is available is checked, the campaign schedule will only execute if data from the previous day has refreshed within the portal. This ensures that counts are populated and accurate, but may cause the export to execute later than scheduled.
