Where can you export data in the platform?
Splio allows you to do standard exports for contacts, lists and blocklists, sales data, Target filters, Loyalty points/rewards, and campaign events.
You can find the Export button in:
Data: in the main contacts page, lists and blocklists, sales data pages, as well as Loyalty rewards and points history on the individual contact page (with the tools button).Target: in filters and group pagesCampaigns:in One-shot, automations and specific campaigns lists for campaign events
in One-shot, automations campaigns as a step for exporting recipients to a server.
💡When you use the
Exportbutton and choose the export as a file, an email will be sent to you with a link to download a ZIP archive containing a file of the format of your choosing.If you are not logged into Splio when downloading the export, Splio will ask you to log in.
Scheduling your exports
If needed, you can automate your exports by scheduling them on your desired hour/frequency and saving them directly in Report > Scheduled exports.
You can choose between two export modes:
Download link will generate a punctual export, which will be sent directly to your email address with a link to download it.
Download to a server will allow you to choose the server you had previously added in
Servers Adminsection, thus launching an automated scheduled export, which will be saved directly onto your server.
Exporting campaign events
In Report > Campaigns Performance > Campaign metrics > Export campaign events, you can export all or specific campaign events. They include emails sent, openings, clicks as well as email unsubscribes.
They are especially useful for reactivity monitoring. All campaign types (One-Shot, Automations in Campaigns) are included in these events exports.
Exporting blocklist
In Data > Blocklists > Export, you have the choice to export the whole list or only new contacts.
Exporting data servers
With Export, you can extract whole tables from your universe's database and download them as ZIPped CSV or TXT files. Instead of downloading it, you can send the export directly to your SFTP or FTPS server.
👉 As shown in the image, go to the dropdown menu 🔽 (next to your name) > Servers Admin and select Add a server. Fill the server connection data in the form and confirm by clicking create server.
When using your own server, make sure the user you configure has the following permissions:
Read
Write
Delete (only used to test permissions during the setup)
.
A server in the admin is composed of a host, a port and a path. The path should already exist on the server.
How to add the server with keys authentication
Create the server by choosing the key authentication
On the list of servers in Splio platform, copy the public key
In the servers
Settings>Authentication file: add the public keyOn the list of servers in Splio platform, click the
Validatebutton to test the connection and enable the server.
How can I make the most of my data exports?
👉 You can use this feature to do a manual check of your data, for example, to verify if a test contact is included in a filter.
👉 You can also synchronize Splio data with other systems. For example, some clients may use the filter export to feed data into a distributed marketing tool like Digitaleo.
👉 At last, you can use exports to build analytics on your database. The best way would be to consolidate all customer-related events within a CDP or Data Lake to create:
A customer scoring such as RFM segmentation
Some customer knowledge such as Marketing Pressure aggregates
A re-targeting indicator for advertising
Interactions records for customer service
Deliverability audit and monitoring