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Export Personalization segments to Marketing

Automatically create lists in Marketing from specified Personalization segments.

Before you start

  • You must first complete the initial connection of your Personalization and Marketing accounts, including your first segment export. The steps in this article allow you to set up further export jobs for additional segments.

  • Any data you want to send to Marketing for the contacts included in your selected segment must first be configured in field mapping.

  • The Marketing list you want to export the segment to must already exist.


Set up a segment export

  1. In Personalization, go to Data > Segments from the left side menu.

  2. Select the segment you want to export.

  3. Select the Post-build tab.

  4. Expand the Upload to this channel drop-down menu and select the export channel you want to export to.

  5. Expand the List name drop-down menu and select the Dotdigital Marketing list you want to use.

  6. Expand the Field mapping for upload drop-down menu and select the field mapping that you want to use.

  7. Optionally, select the Tick to send an email when the Segment has been uploaded checkbox to send a notification when the export completes. In the Email field, enter the email address to send to.

  8. Select Save.

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