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Export

The output function 'Export' allows the contents of a file to be formatted and exported.

Drag an export block into the workspace and connect it to one or more selection blocks.

You can only use the export block if the selection has been saved.

Double-click on the export block to open the settings.

On the left side, a preview of the export is shown. On the right side you will find the settings.

This section focuses on the following options; each option consists of a tab in the settings (right side) of the export block.

Filling in the mapping, settings and distribution tabs are mandatory; creating contacts is optional.

The Preview (on the left side of the screen) is always visible. For more information about the Preview, see the manual section Preview.

Icon	Tab	Description
	Mapping	Select what data you want to include in the export and in what order it should be displayed
	Settings	Determine to which to export the output
	Distribution	Select the required export method
	Contacts	Create contacts from the records in the export

Mapping

Creating an export begins with mapping the necessary data.

Under the '+' icon you will find an overview of all available entities and, under encoding a standard set of data related to the campaign/selection (e.g. TID, selection code, campaign code, run date, etc.).

In addition to the available fields in the database, it is also possible to add fields with a fixed text value. Click on the 'Fixed Values +' field to add a text field with a fixed value. Both the header and value of the field must be specified.

As a first step, select the desired field(s) to include in the snapshot. Use the '+' icon at the top right of the screen to add one or more fields to the mapping.

Please note that selecting an entity type in the search screen selects all (underlying) entities at once (up to 25 fields at a time).

In very specific cases, it is possible that two email address fields are used in one entity. In the case that one of them has the name e-mail and you want to use the other one, the field 'e-mail' must be renamed.

Rename/Add Columns

After adding an item, it is possible to customize the column header in the preview. The name of the columns can be changed by clicking on the item.

Settings

On the 'Settings' tab, the user can determine all general (not field-dependent) export options.

The following table provides a brief explanation for all settings. Depending on whether Excel or CSV is selected, settings are available or not.

No.	Setting	Description
1	Type	Specify whether you want to export in an Excel (.xslx) or create CSV file.
2	Encrypt file	If you export a file to .xslx (Excel) you have the option to encrypt the file. Check this option and specify a password when activating the option.
3	Make header rule	Determine whether or not to create a header rule.
4	Separator	The separator is used to separate fields in the export file (comma, semicolon, tab or lock character). Enter your own separator under 'Other'. This must be a character (for example: #) or a string (~#~#~#).
5	File extension	The file extension of the export file (.csv or .txt)
6	Export filename	Empty text field for specifying a filename. For example, this field is filled with 'Selection code'. It is possible to add a date/time to the name by checking the 'Add Time Stamp' option.
7	End of record (Header) (Value)	Indicator that indicates whether it is an end of record. This is an optional field. When in use, an end-of-record string is placed at the end of each record. The value of this string can be entered in the Value field. The name of the field can be entered in the "Header" field. Both fields are required, otherwise the column will not be added to the export.
8	Apply Quotes
9	Text indicator (Escape character apply)	Includes the beginning and end of a field value. This setting is not mandatory. If you apply this setting, all field values and field names will be surrounded by double quotes (""). In some situations it may be necessary to use an escape character. For example, if the field value itself contains quotation marks, surrounding them might corrupt the field value. This can be solved by using an escape character. By default, this is a backslash ( Example without an excape character: "this is an example" of using a text indicator. Example with an excape character: "this is an example" of using a text indicator.

Distribution

On the 'Distribution' tab, the desired export method can be selected.

When an export is created, it can be downloaded again from the 'Runs' screen in the portal. See Runs for more details.

Specify whether the export should be sent to an email address or to an FTP location by selecting one or both of these options.

Then enter the required information for each option; a valid email address for exporting to an email address or the FTP server settings for uploading the file to an FTP server.

Nr.	Option	Description
1	Download via portal	If an export has been created, it can be downloaded via the Runs screen in the Portal.
2	E-mail addresses	When a file is exported to e-mail, an e-mail notification is sent to the e-mail address provided. The link and pin code sent by e-mail can be used to download the export file. If notifications are to be sent to multiple e-mail addresses, they must be separated by a semicolon.
3	FTP-location	When an export is created, it is sent to the specified (remote) FTP location.
4	- Type	Select the FTP type you are using; FTPS (secure), FTPS (secure, legacy) or SFTP* (secure). The default value is FTPS (secure).
5	- Host	The host name of the FTP.
6	- Port	Port number connected to the FTP site; FTP (unsecured) - Port 21 (no encryption). FTPS (secure - explicit) - Port 21 (starts without encryption, then switches to TLS via STARTTLS). FTPS (secure - legacy/implicit) - Port 990 (TLS encryption from the start). SFTP (SSH File Transfer Protocol) - Default port: 22 (runs via SSH, fully encrypted).
7	- Username and password	Your username and password for the FTP location.
8	- Folder	The folder where the file should be saved. If the specified folder does not already exist, it will be created automatically. When setting up the use of an FTP location, you can specify a directory as the directory name. The FTP directory name can be a path, i.e., multiple directories.
9	- Passive	In active mode, the client sets up the command channel, but the server is responsible for setting up the data channel. In passive mode, the client establishes both channels.

*SFTP fingerprint

Fill in the SFTP fingerprint created by the receiving side (SFTP fingerprint only).

Contacts

The 'Contacts' tab allows the creation of contacts for the selected records (optional).

Tick the 'Create contacts' field.

Then select one channel.

Finally, select the correct contact date.

Run date = run date
Run date + X days = run date + number of days; for example, run date + 2 days
Fixed date = select a fixed date from the calendar.

When a contact is created, the contact history is recorded in Ternair for two years.

For each relationship (account) in the selection, a contact is recorded. When a contact is registered the following data is recorded: Campaign, Selection, Channel, Date.

When the 'Create Contacts' option is selected, this can be inferred from the selection flowchart by the 'blue shading' around the output block.

General settings

Option	Description
Block template	Every app block can be saved as a template. After an app block is saved as a template, it can be used as a template for other app blocks. A block template can be reused by clicking on 'Open block template' in the lower left corner of the app block and selecting the template from the list.
Description	You can specify a description for a snapshot block. The description field is for specifying a logical description for the block. This makes the contents of the app block easily recognizable in the selection flowchart.
Applicate	Clicking the apply button saves the preliminary settings for the selection block.
Cancel	Use the 'Cancel' button to undo your changes.
Save	Use the 'Save' button to save your changes without (re)calculating the block.

Execute

A final step is to run the export. Select the export block, right-click and click 'execute'.

If an export is created, it can be downloaded again from the 'Runs' screen in the Portal.

Deleting contacts

Contacts registered when running an export block can be deleted at the selection level. Contacts can be deleted at the selection settings. All contacts registered for the corresponding selection will be deleted.

Housekeeping

To maintain the performance level, export files are deleted after 365 days. When the block is recalculated, new files are created.