Manage Marketing Effort Export Processes

Depending on your security rights, you can perform various tasks to manage export processes in the database.

When you select a process and open it, the status page for that process appears.

On the Recent status tab, you view the details of the most recent operation of the process. These details include the status of the process; the start time, end time, and duration of the process; the person who last started the process; the name of the server most recently used to run the process; the total number of records processed; and how many of those records processed successfully and how many were exceptions. If your marketing effort includes segment exclusions and you exported them, an additional row of information appears.

After you run an export process, you can download output files from the database for use in another application or to send to a marketing effort processing house. When you download output files from the export process record, the program downloads the files to a location you specify. For more information, seeDownload Export Output Files.

If you calculate segment counts, merge records, and then export the effort, 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 export's Recent status tab, you can view the number of exceptions or select Download exceptions to download the exceptions file. For more information about how to download exceptions, see Download Exceptions.

Note: If Blackbaud Direct Marketing is integrated with Blackbaud Internet Solutions, additional options appear on the Export Status page so you manage Blackbaud Internet Solutions email jobs. For more information about these options, see the Blackbaud Internet Solutions section of this help file.

Each time you run an export process, the program generates a status record of the instance. On the History tab, you view historical status record information about each instance of the export process. The information in the grid includes the status of the instance; the start time, end time, and duration of the instance; the person who started the instance; the total number of records processed during the instance; and the server used to run the process for the instance.