Export Definitions

An export definition serves as a template you can use when you export data for an active marketing effort. You can create as many export definitions as necessary, such as for different processing houses.

On the Export Definitions page, you can create export definitions for marketing efforts. To access the Export Definitions page from Marketing and Communications, select Export definitions.

When you create an export definition, the available export fields are based on the applicable query view.

  • When you create an acknowledgement export definition, the available export fields are based on the gift query view.

  • When you create a membership export definition, the available export fields are based on the membership query view.

  • When you create a sponsorship export definition, the available export fields are based on a sponsorship query view.

From the Export Definitions page, you can add and manage export definitions as necessary.