Blueshift also allows you to export segment membership.
This can be done two ways:
You can export the list of users in a particular segment (at that moment) 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.
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.
You can export segments from Blueshift on a regular cadence in to 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
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:
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.
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 a 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: Provide the URL to your S3 bucket where you want to store the files.
- AWS Region: Specify the AWS region where the S3 bucket resides.
- Path: Specify the path on the S3 bucket where you want to store the files with segment data.
For more information, see Working with Amazon S3 buckets on AWS documentation.
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 that we should use to sign in on 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, proceed to step 3.
Step 3 - Specify and save user and product attributes to export
Note that these settings are universal and cannot be set per segment.
Step 4 - Schedule Segment Export
Click on the dropdown menu of the specific segment and choose Schedule Report. You are taken to the Schedule Segment Report screen to define export schedule and other items. Once completed, you can either save as draft or schedule the export. In the Segment Report Adapter, you can choose either 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.
Contains user and product attributes
You can also view and sort all segments that have an export scheduled in the Segment dashboard.