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Export segments to DotDigital (preview)

  • Article

[This article is prerelease documentation and is subject to change.]

Export segments of unified customer profiles to DotDigital address books and use them for campaigns, email marketing, and to build customer segments with DotDigital.

Prerequisites

  • A DotDigital account and an API user.
  • A DotDigital ID from a new or existing address book in DotDigital. The ID can be found in the URL when you select and open an address book.
  • Configured segments.
  • Unified customer profiles in the exported segments contain a field representing an email address.

Known limitations

  • Private link in combination with Bring your own storage (BYOS) is not supported.
  • Up to 1 million customer profiles per export to DotDigital, which can take up to three hours to complete because of limitations on the provider side. The number of customer profiles that you can export to DotDigital depends on your contract with DotDigital.
  • Segments only.
  • The connector doesn't support deleting DotDigital address books or members in the address books.

Set up connection to DotDigital

You must be an administrator in Customer Insights to add a connection.

  1. Go to Settings > Connections.

  2. Select Add connection and choose DotDigital.

  3. Give your connection a recognizable name in the Display name field. The name and the type of the connection describe this connection. We recommend choosing a name that explains the purpose and target of the connection.

  4. Choose who can use this connection. By default, it's only administrators. For more information, see Allow contributors to use a connection for exports.

  5. Enter your DotDigital API username and password.

  6. Enter your DotDigital address book ID.

  7. Review the data privacy and compliance and select I agree.

  8. Select Connect to initialize the connection.

  9. Select Add yourself as export user and provide your Dynamics 365 Customer Insights - Data credentials.

  10. Select Save to complete the connection.

Configure an export

To configure this export, you must have permission for this connection type.

  1. Go to Data > Exports.

  2. Select Add export.

  3. In the Connection for export field, choose a connection from the DotDigital section. Contact an administrator if no connection is available.

  4. Enter a name for the export.

  5. In the Data matching section, in the Email field, select the field that represents a customer's email address.

  6. Optionally, export First name, Last name, Full name, Gender, and Post code.

  7. Select the segments you want to export.

  8. Select Save.

Saving an export doesn't run the export immediately. The export runs with every scheduled refresh. You can also export data on demand.

In DotDigital, find your segments in DotDigital address books.