Exports

Search

The search feature allows you to search for a specified text string anywhere within Export Definition's resource (i.e., the source table), display name, or internal name.

1. Optionally, in the search field near the top of Exports screen, enter the desired text string.

2. Optionally, from the "Status" drop-down menu, select an Export status.

3. Press Enter, or click the search button (magnifying glass icon).

4. The Exports screen is refreshed to show only the Export Definitions that meet your search criteria.

5. To remove all search criteria, click the remove button ("X" icon).

Sort

The "Sort" drop-down menu allows you to sort the Export Definitions by date in either ascending or descending order.

Navigation

Once you've found the desired Export Definition, you can navigate to the following other screens:

• Click the name of the desired Export Definition to navigate to the Export Definition Details screen.

To create a new Export Definition:

1. From the drop-down menu near the top of the screen, select a Connector type.

2. Select the table from which this Export Definition will pull records.

3. If you selected "Facebook Ads" as the Connector type, an additional drop-down menu is displayed. From this menu, select the Facebook Ad export type:

• Standard Custom Audience: Send a list of your customers to Facebook; Facebook will attempt to match your customers to Facebook users, in order to show them an ad.

• Value-based Custom Audience: Send a list of customers and a "Lookalike Value" to Facebook; Facebook will attempt to find users with similar demographics in order to show them an ad. 

4. Optionally, from the "Select Business Unit," select a Business Unit to which this Export Definition applies

5. Enter the Display Name value for the new Export Definition.

6. Click new export to display the Export Definition Details screen, where you can configure the Export Definition properties.

To view or edit the details of an Export Definition:

1. Search, sort, or filter the Exports screen as described above.

2. Click on the desired Export Definition name.  

3. The Export Definition Details screen is displayed and populated with all of the information about this Export Definition.

Export Definitions can be scheduled to run on a one-time or recurring basis. You can also manually execute an Export Definition as follows:

1. Search, sort, or filter the Exports screen as described above.

2. Within the "Action" column click the Enqueue this Export icon. A confirmation dialog box is displayed.

3. Click confirm.

To delete an Export Definition:

1. Search, sort, or filter the Exports screen as described above.

2. Within the "Action" column, click the Delete icon. A confirmation dialog box is displayed.

3. Click confirm.

To copy an Export Definition:

1. Search, sort, or filter the Exports screen as described above.

2. Within the "Action" column, click the Copy icon.
   

3. The system creates a new Export Definition with the same properties as the original. The default name of the new Export Definition is the name of the original, followed by an incremental counter, such as "(1)."