Export segment members

Blueshift also allows you to export segment membership. You can validate your segment counts/users by exporting segments, which you can then use to validate the counts and compare the users with your backend systems.

This can be done in two ways:

 Exporting large segments

Before exporting large segments, review Blueshift’s Fair Use Policy. Exporting segments with more than 6 million users can impact the performance of campaigns and syndications, as they share the same underlying resources.

To view the Fair Use Policy:

Consider these alternatives to exporting large segments:

  • Split segments using the bsft_control_bucket. For example, assign users to buckets with values 1–100, then export smaller ranges (e.g., 1–33, 34–66, 67–100).
  • Split segments into lists, and export the lists separately.
  • Use syndications to export segments instead of using the Export Segment task. Syndication exports only updated users during each run.

One time export

You can export the list of users in a particular segment by clicking on the export icon within the segment. Once processed, you will receive an email from Blueshift with a link to the exported file.

Note: This export contains the users that qualify for the segment at that moment.

Export-Segment-Members-1.png

The file contains all standard and custom attributes of users in that specific segment. You will not be able to customize/pre-select columns with this option.

8b89077-SegmentExportAdhocFile.png

Scheduled segment exports

You can export segments from Blueshift regularly into S3 or an SFTP server as CSV files for use in your custom workflows or for integration with your data warehouse. The exported segment file can include user attributes as well as content recommendations.

Step 1 - Modify segment settings

Select the gear icon in the top right of the Segment dashboard.

Segment-Index-Gear-1.png

Step 2 - Add an adapter

An adapter specifies the location where our platform stores the CSV files. Choose an Adapter Name from one of the following and provide the following details:

Adapter Name Details
Blueshift Export

We store files on an S3 location that we create for you. You can find the details of the S3 location under the API tab of your account settings. For more information, see Account Settings. If you choose Blueshift Export as your adapter, proceed to step 3.
Export CSV to S3

We can store CSV files of your segments on an S3 location of your choice. If you choose this adapter, provide the following details:

  • Alias Name: Specify the name of the adapter for identification purposes. 
  • AWS Key: The Access Key ID that we use to store segment files on your S3 bucket. 
  • AWS Secret: The Secret Access Key that we use to store segment files on your S3 bucket.
    For more information on the Access Key ID and Secret Access Key, see Programmatic access on AWS documentation. 
  • AWS Bucket: Enter the bucket name only (e.g., mycompany-data-bucket). Do not include the URL or s3://.
  • AWS Region: Specify the AWS region where the S3 bucket resides. 
  • Path: Enter the folder path inside your bucket (e.g., exports/segment_members/). Do not prefix with s3:// or a leading slash.

For more information, see Working with Amazon S3 buckets on AWS documentation. 
SFTP

We can store files on an SFTP server of your choice. If you choose this adapter, provide the following details:

  • Alias Name: Specify an alias name of the adapter for identification purposes. 
  • Host Address: Specify fully qualified domain name (FQDN) of the server that hosts the SFTP service. For example: sftp.domain.com
  • Host Port: Specify the port on the server that accepts incoming SFTP requests. For example, 22. 
  • Remote Path: Specify the path to the directory where you want to store the files. For example, /segments/blueshift.
  • Username: Specify the username we should use to sign in to the SFTP server and store files. 
  • Password: Specify the password that we should use to sign in on the SFTP server and store files.

After you provide these details, please proceed to step 3. 

Step 3 - Specify and save user and product attributes to export

These universal settings cannot be set per segment.

Export-Segments-Settings.png

Step 4 - Schedule segment export

Click on the dropdown menu of the specific segment and choose Schedule Report.

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You are taken to the Schedule Segment Report screen to define the export schedule and other items. Once finished, please save it as a draft or schedule the export. In the Segment Report Adapter, you can choose Blueshift Export, S3, or SFTP and select the adapter using its Alias Name. You will receive an email once the file has been uploaded to the appropriate S3 folder.

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Sample S3 export file

Contains user and product attributes

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You can also view and sort all segments that have an export scheduled in the Segment dashboard.

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