Export a marketing effort

1. From a marketing effort’s profile page, under Tasks, select Export effort. The Run marketing effort export process screen appears.

2. In the Description field, enter a description for the export process.

3. If you use the Postal Discounts preprocessing service, you can select whether to create a Standard or Postal export. If you do not use Postal Discounts, this option does not appear and all exports will be Standard.

4. If mail or email packages assigned to the marketing effort do not have export definitions defined, select Export active segments and select a definition in the Mail export definition or Email export definition fields. You must select an export definition for those packages before you can start the export process.

5. If you already selected export definitions for any of the packages in the marketing effort (on the associated segments or on the Activations tab of the marketing effort), these appear in the Pre-selected export definitions box.

6. If your marketing effort includes segment exclusions, you can select Export exclusion segments to export the exclusions to a separate export file. Select the export definition to use for the exclusions.

7. Select the Preview tab. The Preview tab displays 100 random records included in the export. This enables you to spot check the records included in the export.

8. Select Start to begin the export.