Exporting customer segment information

You can export customer information for a customer segment to help you analyze your customer segments or to create and manage marketing campaigns outside of Commerce Lab. For example, you can export email addresses for the customers in a customer segment and then use another application to send a marketing email to the customers.

By analyzing your customer segment information, you can identify common attributes among customers and regroup customers into new segments. You can then create CSV files for each new segment that includes the appropriate customer information for the customers in that segment. A site administrator can then use the Data Load utility to load the CSV file into the database to populate the customer segment with the customer information.

Before you begin

Ensure that a site administrator or IT developer sets up your environment for exporting customer segment data from the production environment.
When the export process runs in a staging or authoring environment, the process uses the segment information in that environment to create a query for retrieving customer information. The process then connects to the production environment database and runs the query to retrieve the segment information.
Optional. Request that a site administrator assigns you the Marketing Director role if you need to download and access the customer information. Users with the Marketing Director role can export and download the customer segment export file. Users that have the Marketing Manager or Seller role can run the customer segment export process to create the export file, but cannot download the file.
The Marketing Director role has the same responsibilities and can perform the same actions as Marketing Managers, but is also responsible for maintaining the security of customer segment information. The option to download a customer segment export file displays only for users with the Marketing Director role. Assign the Marketing Director role to users that have a valid business reason to access customer information.

About this task

If you are working in an extended site store, you are recommended to export customer information for only the customer segments that belong to your extended site store.

Note: If you are working in a workspace and run a customer segment export, the export process does not use the workspace segment information to create the query that retrieves customer information. The export process uses the approved content data in your environment database to create the query. For example, if you change a segment for male customers over age 40 in a workspace to be for female customers under age 35. When you run the customer segment export, the export process retrieves information for male customers over age 40.

Procedure

Export the customer segment information

Open Commerce Lab Tools, and from the left navigation menu, click Business Tools > Marketing > Customer Segments.
Customer Segment List page opens. Enter the name for the customer segment file you want to export.
From the three vertical dots in the Actions menu, click Export Customer Segment option.
Export Customer Segment window pop-up on the screen. Enter the name in the Customer Segment Export Name field.
Select the check box for one or all the options given below as required:
- Include customers names
- Include customer logon ID
- Include customers who did not opt in to receive marketing emails or messages
Note: Customer Segment Unique ID is shown on the screen.
Click Export. The exported customer segment is added to the Exported List.
Click Exported List from the landing page. Customer Segment Export List page opens. You can download the exported list or download hostory from this page.
On the Customer Segment Export List page, enter the name for the CSV file you want to export.
Optional: Select the customer information that you want to include in the file.
By default, the file contains only the list of email addresses for all registered customers in a customer segment that opted in to receive email messages. The customer segment export file does not include information for guest or unregistered customers.
You can select to include information for more customer segment attributes in the export file. By default, you can configure the export to include the following information:
- Customer first and last names, and their preferred title
- Customer logon ID
- Registered customers that did not opt in to receive email.
If you want to include more information in the file, you can request that an IT developer customize the export feature.
Click Save to begin the export process.
Since customer segments can include many customers, the customer segment export process can take time. You can work on other tasks while the export process completes. The export process stores the export file in the staging(authoring) environment database.
When the exported customer segment is added to the Customer Segment Export List, it shows one of the following status:
- Processing: The customer segment is added to the export list and is in the process of getting exported.
- Completed: The customer segment list is exported and can be downloaded.
- Failed: Adding customer segment to the exported list has failed.
Enter the name of the customer segment list you want to download. From the Actions menu, click three vertical dots. Click Download. The .CSV file is downloaded to the local machine.

Note: You see download option in the Actions menu, only after the successful completion of the customer segment export.

Note: For security and auditing purposes, when you download a customer segment export file, your user ID and the date and time of the download are recorded. Commerce+ also records the audit trail for downloads in the appropriate business audit database table.
You can view the download history of an export file. From the Actions menu, click three vertical dots. Click Download History. All the details such as user name, date, and time of the previously downloaded export files are shown. Note that recently downloaded files are listed at the top.
To view Export Properties, single click on the customer segment name. Export Properties window pop-up on the screen. It shows all the information you provided at the time of exporting the customer segment list including the summary of the export.
You can delete the exported list on the Customer Segment Export List page. Enter the name of the segment you wish to delete in the Search field. All the search results are listed.
From the Actions menu, click Delete icon.
Delete window pop-up on the screen. Click Yes, Continue to continue with the delete option.
You can delete more than one exported list at once from the Customer Segment Export List page. Select the check boxes in front of the export names you wish to delete and click Delete all.
You can click the check box besides Name header to select all. Click Delete all to delete all customer segments at once.