Download Exceptions

After you run the activation or export process, you can download an output file that includes exceptions generated from the activation or export process. For example, if you calculate segment counts, merge, and then activate or export the effort without updating the segment counts, any records that were deleted by the merge process or now cause duplicates within the marketing effort since you last calculated segment counts are flagged as exceptions and included in an exception file. From the marketing effort's Activation Status or Export Status pages, you can view the number of exceptions or select Download exceptions to download the exceptions file.

You have four options for downloading output files:

  • CSV: downloads a single output file containing all data in comma-separated value format.

  • XLSX: downloads a single output file containing all data in Microsoft Excel format.

  • Multiple files: splits downloaded output into multiple files based on the unique values of a selected field. For example, if you split by “Package name,” a separate output file is created for each package name included in the export.

  • Grouped files: creates output files with data grouped by field values as specified. For example, you can create a set of files broken out by segment name. To do this, select to group by Segment for the output download.

  1. On the activation status or export status page, select the Recent status tab. When the Status is Completed with exceptions, the Download exceptions button is enabled.

  2. Select Download exceptions, Download to CSV. The Save As screen appears.

  3. Name the output file and map to the directory to save the downloaded output file.

  4. Select Save to start the download. When the download finishes, a message appears to inform you that it is complete and asks whether to open the output file.

  5. To open the output file in the default application set to open a .csv file, such as Microsoft Excel, select Yes. To return to the activation or export status page, select No.

  1. On the activation status page or export status page, select the Recent status tab. When the Status is Completed with exceptions, the Download exceptions button is enabled.

  2. Select Download exceptions, Download to XLSX. The Save As screen appears.

    Note: On the Save As screen, the Save as type field automatically displays “Excel workbook (*.xlsx)”. You cannot select to download another type of output file. In an Excel workbook (*.xlsx) file, data is stored in a variant of the Office Open XML format. You can open XLSX files with Microsoft Excel 2007 or more recent versions. Other spreadsheet programs may support this format. For some older versions of Excel, to open XLSX files, there is a compatibility pack available at Microsoft’s Office website: http://office.microsoft.com.

  3. Enter a name for the output file and map to the location to save the downloaded output file.

  4. Select Save. The program downloads and saves the output file at the designated location. When the download finishes, a message appears to ask whether to open the output file.

  5. To open the exceptions file in the default application set to open a *.xlsx file such as Microsoft Excel, select Yes. To return to the activation or export status page, select No.

  1. On the activation status or export status page, select the Recent status tab. When the Status is Completed with exceptions, the Download exceptions button is enabled.

  2. Select Download exceptions, Multiple files. The Download output files screen appears.

  3. In the Output path field, map to the location to save the output files.

  4. In the Create one file per field, select a column header from the export file. This field determines how data from the export file is split into multiple output files. For example, if you select “Package code” in this field, a separate output file is created for each package code included in the export.

  5. In the File prefix field, you can enter a prefix to prepend to the output file names.

  6. Select Download. When the download finishes, a message appears to inform you that it is complete and asks whether to open the output path.

  7. Select Yes. A window opens to the folder you selected for the output path. The folder contains the downloaded exception files.

  1. On the activation status or export status page, select the Recent status tab. When the Status is Completed with exceptions, the Download exceptions button is enabled.

  2. Select Download exceptions,Grouped files. The Download grouped files screen appears.

  3. In the Output path field, map to the location to save the grouped files.

  4. In the Group by field, select the export field to group the files by, for example, “Packages” or “Segment code.” Note: You cannot select an export field that has more than 500 distinct values.

  5. Values for the selected Group by field appear in the left box of Group options. Select the checkbox for each value to include in the first group and then select right arrow to move those values to the right box. The Group file name screen appears.

  6. In the Name field, enter a name for the grouped file and select OK. You return to the Download grouped files screen and the group appears in the box on the right.

  7. Continue adding groups until all values on the left are included in a group on the right. To view the items included in a group, select the plus sign to expand the group.

  8. Select Download. When the download finishes, a message appears to inform you that it is complete and asks whether to open the output path.

  9. Select Yes. A window opens to the folder you selected for the output path. The folder contains the downloaded grouped exception files.