This article covers the different capabilities of export in the platform in Data. Ranging from exporting, contacts, filters, sales data or loyalty data. When you use the export modal and finalise your export, an email will be sent to you with a link to download a ZIP archive containing a CSV file. If you are not logged into Splio when downloading the export, Splio will ask you to log in.
- Sales data
- Loyalty points history & rewards history
- Filters and groups
- Scheduling exports
- Exports with scenario
To export contacts go to >Data > Contacts and click on the blue "Export" button. This will open the export modal. Inside, you will be able to select or sort the fields you want to export and even drag and drop the fields in the order you want them to appear in your file.
Note that contacts who do not belong to any list will be excluded from the export.
Exporting blacklisted contacts allows you to analyze when and why blacklisting happens. To export blacklist addresses and phone numbers, go to Data > Blacklists then select "export" from the "options" menu as shown in the image below.
To export sales data, go to Data > Sales then go to the table from which you want to export data (products, stores, receipts, or abandoned carts). Click the blue "export" button to begin.
Loyalty points history & rewards history
With this functionality you can export loyalty data belonging to a single contact. Therefore, the blue "export" button is not used.
Instead, to begin go to Data > Contacts and select the contact for whom you want to export data. Click on Loyalty > Loyalty points history or Loyalty > Rewards to preview the data.
Go to the "tools" menu on the right and select the format desired.
You can export both loyalty points history and rewards history as a CSV file or as a compressed file (a ZIP file with a CSV document inside). Compression can greatly reduce the size of the export.
Filters and groups
With Splio, you can export the content of any filter or group you have created. This is especially relevant when you want to use Splio to analyse your database: you can create any filter based on a complex set of conditions, then export this with as many field as necessary to continue the analysis in Excel or another tool. To export a filter, click on the options button and export. Groups can also be exported in the exact same way.
If needed, you can automate your exports by scheduling them on your desired hour/frequency and saving them directly in Report > Scheduled exports.
The export features applies to lists, sales data and filters.
Three file formats are available (CSV, TXT and CSV UTF-8) and 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
- "Server" will allow you to choose the server you had previously added in Servers Admin section, thus launching an automated scheduled export, which will be saved directly on your server. To know more about this feature, read Exporting data to servers.
You can also perform a quick export directly from a list (for example for filters or groups) and click on the three dots icon to choose the format. The "custom export" option will open the dialog window where you can select columns.
Exports with scenario
You can use the Scenario mechanism to automate exports as well. If you do, all exported data is stored in a chosen SFTP location.
This feature is available in scenarios of manual and automatic campaigns.
Do not attempt to use it within trigger campaigns.
You need to choose an SFTP server where the exported data will be stored. You can add a new server if it is not in the list. See Exporting data to servers for instructions.
Click "validate" to continue. You can either save your scenario or add another sequence with action.
The real power of this action is that you can automate extraction of the campaigns recipients, for example:
- openers after an email action
- loyalty members after a reward attribution
- the periodic automatic export of any population selected in a Target filter, without any previous action.
The difference between a scheduled export of a filter in Target and an automatic export in Scenario using the same filter is that in the first case, the blacklist will be included, and in the second, it will not.