Blueshift also allows you to export segment membership.
This can be done two ways:
Exporting large segments
Before you export large segments, go through Blueshift's Fair Use Policy.
Exporting large segments might affect the performance of campaigns and syndications since both use the same set of resources.
Consider the following alternatives to exporting large segments:
- Split segments into smaller segments using the bsft_customer_bucket.
- Split segments into lists, and then export the lists.
- Use syndication to export segments instead of using the Export Segment task. With syndication, only updated users are exported each time the syndication task runs.
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.
Scheduled Segment Exports
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.
|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:
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:
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.
Sample S3 Export File
Contains user and product attributes
You can also view and sort all segments that have an export scheduled in the Segment dashboard.