Scheduled exports enable you to synchronize your Symplify data with systems such as your CRM. Exports run at a selected frequency and are delivered to Monitor within Symplify, your FTP account or via email.
Scheduled exports setup
To setup an export, go to Settings > (Contacts) Import & Export. Select Exports and click the blue Add button on the right-hand side.
Give the export a name and select a strategy, e.g. what is your main objective of your export.
Then select time period, e.g. how many days of data should your exported filed contain. The most common time period is “yesterday”, with the export frequency “every day” (more about frequency below).
Segments
After saving, you'll be able to add a segment to your exported file to narrow down your export. I.e. if you want to exclusively export specific recipients or activity.
File settings
Select the delimiter of the exported file from the dropdown and choose whether the fields should be quoted and/or compressed.
Data
Select the data you want to include in your export by clicking Edit columns.
Symplify will suggest data for the chosen strategy. You can add the suggested data columns by clicking on them individually or by clicking Add all.
If you want to include other data columns, select them from the dropdown menu.
Note that all columns are not available for all strategies, these will be empty in your exported file.
To where
In the To where tab, you select where to export the file from the dropdown menu.
The following options are available:
- Only view result in Monitor – makes the export available within Symplify
- FTP – places the file on your configured ftp account
- Send link in email – sends the export as an email attachment to selected recipients
FTP and send link in email – FTP and email
How often
Selecting Yes under Schedule enables you to choose the frequency of the exports. Select No if you instead wish to do a one off export. Then choose when and how often your export should run. We recommend that you match the selected time period you’ve given previously.
Selecting Weekly or Monthly enables you to choose specific days of the week or dates.
When you're ready, click Save. If you want to export right away, click Run now.
Exports from Sent messages
Exports by default extract data from all messages sent from the account, such as campaign send-outs. With additional column data (for example, campaign name or project name), the raw data can be post-sorted based on those values.
All strategies below export data from the account for the selected time period and include any added database fields. Each strategy generates a separate export file.
- Sent – All sent messages.
- Opened – All opened messages.
- Clicked – All clicked messages.
- Conversions – Messages that resulted in conversion (e.g. a purchase or form submission)
- Hard Bounced – All hard-bounced messages.
- Soft Bounces – Messages temporarily undeliverable due to issues like full inboxes or temporary server problems.
- Five soft bounces – All messages from the account that have resulted in five consecutive soft bounces, which may trigger deactivation.
- Unsubscriptions – All unsubscribed messages (applies to emails sent with the Symplify default unsubscribe link).
- Complaints – All messages from the account with registered complaints.
- All contacts – All contacts, regardless of list or status.
- New contacts – Contacts added to the account within the selected time period.
- Active contacts – All contacts marked as active in your account.
- All contacts in selected lists – All contacts from the lists you select, regardless of status.
- Inactive contacts in selected lists – Contacts from the selected lists who are marked inactive.
- New contacts in selected lists – Contacts added to the selected lists during the selected time period.
- Active contacts in selected lists – Contacts from the selected lists who are marked active.
Exports from database/recipients lists:
- All Contacts – all contacts from the selected lists – One off export
- New Contacts – Contacts added to the selected lists during the chosen time period.
- Active Contacts – Contacts marked as active in the selected lists.