Configuring Export Delivery Methods

Exports can be sent via email, FTP, SFTP and Remote Connection.

When configuring a campaign data export or campaign summary export, the screen will update to display the necessary options depending on which delivery method is selected.

Note: there is a 50MB limit on the size of data sent by email. There is no limit to data sent by FTP or SFTP. In the case of large exports we recommend using an FTP or SFTP server rather than email.
Tip: use the option to zip the output file as this can reduce the file size considerably.

Regardless of which method you choose, the Enabled option must be selected in order for the export schedule to run. By default this is unselected.

You can stop a live schedule from running by deselecting this option. The schedule settings remain in place for future use.

Configuring email exports

When you select the email delivery method on the schedule tab of the export manager:

  1. Enter an email address to receive the exported file.

    Tip: you can add multiple email addresses by separating the addresses with commas.

  2. Provide a filename.

    Tip: add date and time placeholders for a unique filename for each exported file.

  3. Check the zip output checkbox to zip the file and reduce its size.

  4. Check the encrypt output checkbox and enter an encryption key if you wish to use GPG encryption on your export.

  5. Confirm you have checked the enabled checkbox.

  6. Press the save button to save your export.

Configuring FTP/SFTP exports

When you select the FTP or SFTP delivery method on the schedule tab of the export manager:

  1. Provide a filename.

    Tip: add date and time placeholders for a unique filename for each exported file.

  2. Check the zip output checkbox to zip the file and reduce its size.

  3. Check the encrypt output checkbox and enter an encryption key if you wish to use GPG encryption on your export.

  4. Enter the hostname and port number for the server you wish to send to.

  5. Enter the pathname on the server for your export folder, e.g. '/messagefocus/data/exports'.

  6. Enter the username and password for your server (not your Adestra credentials).

  7. Confirm you have checked the enabled checkbox.

  8. Press the save button to save your export.

Configuring remote connection exports

When you select the remote connection delivery method on the schedule tab of the export manager:

  1. Provide a filename.

    Tip: add date and time placeholders for a unique filename for each exported file.

  2. Check the zip output checkbox to zip the file and reduce its size.

  3. Check the encrypt output checkbox and enter an encryption key if you wish to use GPG encryption on your export.

  4. Select an available remote connection from the dropdown menu.

  5. Enter the pathname on the server for your export folder, e.g. '/messagefocus/data/exports'.

  6. Confirm you have checked the enabled checkbox.

  7. Press the save button to save your export.

Adding date and time to a filename

You can include the date and time in the file name using %d and %t, which will make each export file name unique.

%d returns the current date in YYYYMMDD format.

%t returns the current time in HHMMSS format.

Example 1: you wish to include the date in the filename 'example_export'. You would enter:

Copy 
example_export_%d

Which would result in:

example_export_20240824.csv

Example 2: you wish to include both the date and the time. You would enter:

Copy 
example_export_%d_%t

Which would result in:

example_export_20240824_110803.csv