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New Name: Marketing Cloud Personalization

Interaction Studio (formerly Evergage) is now known as Marketing Cloud Personalization. The new name reflects our mission and vision for innovation in Salesforce Marketing Cloud. We wish we could snap our fingers to update the name everywhere, but you can expect to see the previous name in various places until we replace it.

The Interaction Studio Segment Exporter automatically exports Interaction Studio segment data to a CSV file on a daily basis. The exported CSV files are saved to an SFTP account. You can include up to 50 user attributes in the data extract.

Want to load these exports to Marketing Cloud Data Extensions? You can configure an automatic process in Marketing Cloud Automation Studio to automatically load these CSV export files to Marketing Cloud data extensions.

Before you begin, the Segment Export Gear will need to be enabled on your dataset. The volume of records you can export is defined in your Interaction Studio contract. Please refer to your contract or contact your account representative for more information.

In addition, your user role must include Segment Create/Edit and Bulk Event Data Export permissions to complete the steps outlined in this article.

This Article Explains

This article details how to configure the segment exporter in Interaction Studio, connect Interaction Studio SFTP to Marketing Cloud, and create an automation to load these exported files to Marketing Cloud data extensions using Automation Studio.

Sections in this Article

Process Overview

  1. Create an SFTP user in Interaction Studio
  2. Create the segment you want to export and note its segment ID
  3. Configure the segment exporter in Interaction Studio
  4. Connect the Interaction Studio SFTP to Marketing Cloud
  5. Create a target Data Extension in Marketing Cloud
  6. Define a scheduled Automation in Automation Studio


Create an SFTP User in Interaction Studio

  1. Log into Interaction Studio as an administrator
  2. Follow the process detailed in Manage SFTP Users to create a new SFTP user in Interaction Studio. If you already have an Interaction Studio SFTP account, you can skip this process and continue to the next section.


Locate the Segment ID of the Segment to Be Exported

  1. Log into Interaction Studio with a role that can view segments.
  2. Select User Segments > User Segments or Account Segments > Account Segments from the left navigation.
  3. Locate and select the segment you want to export.
  4. In the address bar of your browser, scroll to the right of the URL until you see segmentId.
  5. Note the unique five alphanumeric character segment ID to the right of segmentId in the segment URL. You will need that when you Define an Automation in Automation Studio as detailed in this article, below.

Segment ID Example

For example, if the URL for the selected segment is:

https://mc.s4.exacttarget.com/cloud/#app/Interaction%20Studio/ui/%23/dataset/nto/segments/user/list?segmentId=Vx43a&folderId=DtZez&timeRange=pastWeek

The segment ID is Vx43a.


Configure the Segment Exporter

  1. Log into Interaction Studio with a role that includes Bulk Event Data permissions
  2. Follow the process detailed in Export a Segment to the Interaction Studio SFTP.
  3. In addition to the default attributes, add the following attributes:
    1. sfmcContactKey
    2. emailAddress
  4. From the Run Export drop down, select Run Full Export.
  5. Click SAVE to save the configuration.


Connect the Interaction Studio SFTP to Marketing Cloud

  1. While logged into Interaction Studio or any Marketing Cloud product, hover over your name in the upper right corner and click Setup.
  2. Expand Data Management in the Administration section of the left rail.
  3. Click File Locations.
  4. Click Create.
  5. Enter the properties for the file location:
    1. Name - Enter a name that includes the dataset and folder. For example, Interaction Studio Production Outbound.
    2. External Key - leave this field blank.
    3. Description - enter a description of the file location that is related to the dataset and folder.
  6. Select the Location Type as External SFTP Site and complete the following fields:
    1. Url - enter the SFTP URL in the following format: FTP_DOMAIN_NAME/DATSET_NAME/outbound. For example, sftp.germany-2.evergage.com/engage/outbound
      1. FTP_DOMAIN_NAME - this is the host name of your Interaction Studio SFTP server. It can be found in the last column of the SFTP user credentials CSV file. For example, sftp.germany-2.evergage.com.
      2. DATASET_NAME - this is the ID of the Interaction Studio dataset that contains the segment you are exporting. For example, engage
    2. Port - enter 22
    3. Username - copy and paste the SFTP username from the CSV file you downloaded when you created the SFTP user
    4. Auth Type - select Password
    5. Password - copy and paste the SFTP password from the CSV file you downloaded when you created the SFTP user
    6. Retype Password - copy and paste the SFTP password from the CSV file you downloaded when you created the SFTP user
  7. Click Save
  8. Repeat this for each dataset you have. For example:
    1. Test Outbound
    2. Production Outbound


Create a Target Data Extension in Marketing Cloud

These instructions follow the process outlined in Create a Data Extension in Contact Builder.

  1. Select Audience Builder > Contact Builder from Marketing Cloud's main navigation.
  2. Click Data Extensions at the top.
  3. Click Create in the upper right corner.
  4. Complete the information in the Properties section:
    • Creation Method - The method used to create the data extension. Select Create from New.
    • Name - Enter a name that matches the segment so you can identify the data extension in Contact Builder.
    • Description - Use this optional description to further help identify the data extension within Contact Builder.
    • Is Sendable - Indicates whether you intend this data extension to have messages sent to it. This checkbox determines whether the data extension is available to use as part of sends. This does not need to be selected for the integration to work.
  5. Click Next.
  6. Optional: Click On under Data Retention to set a data retention policy for your data extension. 
    • To apply the data retention policy, click the button under the Apply To heading for the entity or entities.
    • Click the appropriate button under the Retention Period heading:
      • For a revolving time period, enter the number in the text field. Select the unit of measure in the dropdown menu next to the first button. For example, you could enter the number 6 and select Months in the dropdown menu to enforce a 6-month data retention policy.
      • For a set date, select the date next to the second button.
  7. Click Next.
  8. Configure the following mandatory columns. Attribute names in the segment export must match field names in the data extension:
    1. userId
      1. Name: userId
      2. Data Type: Text
      3. Length: 50
      4. Primary Key: selected
      5. Nullable: not selected
    2. segmentMembership
      1. Name: segmentMembership
      2. Data Type: Boolean
      3. Length: leave blank
      4. Primary Key: not selected
      5. Nullable: selected
  9. Add optional/nullable columns for all additional user attributes you added in step 3 of Configure the Segment Exporter 
    1. emailAddress
      1. Name: emailAddress
      2. Data Type: EmailAddress
      3. Length: 254
      4. Primary Key: not selected
      5. Nullable: selected
    2. sfmcContactKey - if this attribute is populated by Interaction Studio, map SubscriberKey to sfmcContactKey
      1. NamesfmcContactKey
      2. Data Type: Text
      3. Length: 50
      4. Primary Key: not selected
      5. Nullable: selected
    3. Other attributes (e.g. country or language)
      1. Name: enter the field name that maps to the attribute
      2. Data Type: Text
      3. Length: 50
      4. Primary Key: not selected
      5. Nullable: selected
  10. Click Create.
  11. Click OK.


Define an Automation in Automation Studio

These instructions follow the process outlined in Define a Scheduled Automation, but include customizations specific to automating a segment import into Marketing Cloud from Interaction Studio.

Create the Starting Source Schedule

  1. Select Journey Builder > Automation Studio from Marketing Cloud's main navigation. 

  2. Click New Automation.

  3. Click and drag Schedule from the left rail in Starting Sources to the Start with a Starting Source dotted circle.

  4. Click Configure.

  5. Enter a Start Date and Time. Do not set a start date and time that is before the date that you will complete end-to-end testing of this process.

  6. Confirm that the Time Zone is correct or make changes as needed.

  7. Select the Repeat as Daily every 1 day(s).

  8. Set the End as a number of occurrences, a specific date, or never.

  9. Click Done.


Add Activities

  1. Drag Import File onto the workflow canvas.

  2. Click Choose to select an object for that activity.

  3. Click Create New Import Definition.

  4. Enter the activity Name so that it matches the segment name. This makes it easier to identify in Automation Studio.

  5. Add a Description, if desired. You could add details about the Interaction Studio segment rules.

  6. You can leave External Key blank, or add one as needed for your use case.

  7. To receive a notification after the import completes, select Send notification email to and enter the email address.

  8. Click Next.


Set the File Location Pattern

A file location pattern tells Automation Studio to run when a file whose name matches the pattern drops into the SFTP folder.

  1. Select the File Location that you created.
  2. Determine the File Naming Pattern in the following format, replacing [SEGMENT_ID] with the segment ID for the segment being exported:
    SegmentExport_[SEGMENT_ID]_%%Year%%-%%Month%%-%%Day%%.csv

  3. As part of end-to-end testing, confirm that the Example File Name matches the file dropped in the SFTP inbound folder.
  4. Confirm the following settings in the gray box to the right:
    1. Date Format: English (United States)
    2. Delimiter: Comma
    3. Respect double quotes (") as a text delimiter: Selected
    4. Skip rows with bad data: Selected
    5. File Encoding: UTF-8
  5. Select any Advanced File Options you want.
  6. Click Next.
  7. Locate the data extension you created.
  8. Click Next.
  9. Select the Data Action as Add and Update.
  10. Select Map by Header Row. Attribute names in the segment export need to match field names in the data extension. If data extension column names do not match, select Map by Ordinal or Map Manually.
  11. Click Next
  12. Review
  13. Click Finish.
  14. Add and configure more activities as needed. Click a configured activity to review, edit, or delete.
  15. Click Save.

  16. Click Run Once to test the automation once there is a file in the outbound folder in the Interaction Studio FTP. New records should appear on the target data extension.

  17. Once testing is complete, activate the automation.

File Naming Pattern Example

The Filing Naming Pattern for the sample segment above would be:

SegmentExport_[SEGMENT_ID]_%%Year%%-%%Month%%-%%Day%%.csv

The Example File Name for the sample segment above would be:

SegmentExport_Vx43a_2021-03-31.csv