Export Format Tab

On the Export format tab, specify how to format exports for marketing efforts created from the communication template.

1. From the Add a communication template screen, select Select features and defaults.

2. Select the Export format tab.

3. Under Export format, select an export definition for the mail, phone, and/or email channel. These definitions are used for any packages assigned to the marketing effort that do not have an export definition defined already.

   Note: If you select Export marketing effort when activation completes on the template or marketing effort, we recommend that you always add export definitions to use as defaults. While export definitions are not required on marketing efforts, if you include packages without export definitions, the marketing effort will not export automatically when activated. For more information about export definitions, see Export Definitions.

   In the Export description field, you can enter a description that identifies the export process.

4. Under Currency export options, you can specify how to format currency in the export file.

   1. Currency symbol: Select the currency symbol to use. You can choose one of these options:

      Use currency setting — Uses the currency setting you selected for the currency. This can be the ISO code, symbol, or both depending on the default currency type for the region.

      • Display ISO code — Uses the ISO code associated with the currency.

      • Display symbol — Uses the currency symbol associated with the currency.

      • Display no symbol — Uses no currency symbol.

   2. Number of digits after decimal: Select the number of digits to use after decimals. You can choose one of these options:

      • Use currency setting — Uses the number of digits associated with the currency.

      • Use custom value — Uses the number of digits you enter in the field.

   3. Digit grouping symbol: Select the digit grouping symbol to use. You can choose one of these options:

      • Use system setting — Uses Windows Region and Language settings.

      • Display space — Uses a blank space rather than a symbol.

      • Display custom symbol — Uses the custom symbol you enter in the field.

      • Display no symbol — Digits are not grouped.

   4. Decimal symbol: Select the decimal symbol to use. You can choose one of these options:

      • Use system setting — Uses Windows Region and Language settings.

      • Display space — Uses a blank space rather than a symbol.

        Display custom symbol — Uses the custom symbol you enter in the field.

5. Under Date and time export options, select how to format dates and times in the export.

   1. Date format: specify the format to use to display complete dates in the exported data. You can select the format from the drop-down list or enter date specifiers to create a new format.

      Note: Marketing efforts are exported as CSV or XLSX output files and formatted as specified. For example, if you open the CSV file in a text editor, you can see dates in the date format you specified. However, if you open the CSV file in Excel, Excel tries to recognize what the different fields and values represent and format them according to your system date settings, which may not match the date format you specified.

   2. Fuzzy date format: Specify the format to use to display incomplete, or fuzzy, dates in the exported data. You can select the format from the drop-down list or enter date specifiers to create a new format.

   3. Month/day format: Specify the format to use to display dates that include only the month and day in the exported data. You can select the format from the drop-down list or enter date specifiers to create a new format.

   4. Hour/minute format: Specify the format to use to display times in the exported data. You can select the format from the drop-down list or enter time specifiers to create a new format. You cannot include seconds or timezone offsets in the format.

6. Under Line break character options, select the line break character(s) to use in export files for letter merges and communications exported to CSV:

   1. Unchanged: Displays the line spacing of the export file in the line spacing of the output.

   2. CR: Displays carriage return breaks in the line spacing of the output.

   3. LF: Displays line feed breaks in the line spacing of the output.

   4. CR+LF: Displays both carriage return breaks and line feed breaks in the line spacing of the output.

7. Select another tab on the Select features and defaults form, or select Next to continue the setup process.