Define a Raw Data Export
Goal
To define and save a new Raw Data Export file for analysis in an external tool.
Prerequisites
Raw Data Exports feature is enabled on your system. For more information, contact your customer service representative.
An FTP server on which to store the export file (with the correct address and password).
An external tool for analysis of the raw data. For example, a customer relationship management or data warehouse tool.
Permissions
255 Data Import and Export: Export Sensitive User Data
163 Data Import and Export: Create and Edit Raw Data Exports
255 Data Import and Export: Export Sensitive User Data
To block download of PII data, do not grant permission 255 to any system users. Permission 255 allows the export of personally identifiable information (PII). PII is data that identifies the specific individual that is connected to the tracking data (for example, names and email addresses
Procedure
- In the Main Navigation , click Data Management > Exports .
⇒ The Exports o verview window opens. - Click Create.
⇒ Wizard step 1. Type opens. - Define the type and name of your export. For more information, see 1. Type.
When you are finished, click the Next button.
⇒ Wizard step 2. Time Frame opens. - Define the desired time frame. For more information, see 2. Time Frame.
When you are finished, click the Next button.
⇒ Wizard step 3. Parameters opens. - Define for which messages event data is exported. For more information, see 3. Parameters.
When you are finished, click the Next button.
⇒ Wizard step 4. Event Data opens. - Define which event data is included in the export. For more information, see 4. Event Data.
When you are finished, click the Next button.
⇒ Wizard step 5. Other Data opens. - Select additional types of data for your export. For more information, see 5. Other Data.
When you are finished, click the Next button.
⇒ Wizard step 6. Export Configuration opens. - Define file format and output options for your export and specify the server address to which the export file is saved. For more information, see 6. Export Configuration.
When you are finished, click Next .
⇒ Wizard step 7. Summary opens. - This window provides a summary of the export settings. Check the summary to ensure that the settings are correct. Click on previously viewed tabs or use the Back button to make changes. For more information, see 7. Summary.
When you are satisfied with your export configuration, click the Save button.
⇒ Your export configuration is saved and appears in the Exports Overview window.
There are two ways to generate the export file in Engage:
You can manually generate the file. For more information, see Generate Exports Manually.
You can automatically generate the file on a regular schedule using a time-based automation. For more information, see Generate Export.