Recurring Data Exports are a great resource for utilizing data collected in Listrak in other systems or reporting tools. Listrak's Recurring Data Export allows you to configure a daily export of data for your email program or you SMS program. This provides an extension of the email-only export to new channels and additional data.

Learn more about the process of setting up an export for:


🔑 Important Notes

  • Exported reports are processed early in the morning and will include data from the previous calendar day.

  • You must have admin permissions in order to access the integration manager and configure an export.

  • The recurring export supports FTP and SFTP protocols. Learn more about each protocol here.

  • Before you set up an export ensure you have at least one FTP destination (Navigate to: Integrations > Integration Management > New Integration > FTP)


Creating an Email Recurring Export

Once the FTP destination for your file has been created, follow the steps below to configure an email recurring export.

  1. Navigate to Integrations > Integrations Management.

  2. Click New Integration.

  3. Click Import on the card for Recurring Data Export.

  4. Click Setup Integration on the main screen.

  5. Select the Email option.

  6. Enter an Integration Name in the General section.

File Configuration

  1. Give your file a name.

  2. In the append dropdown, select the date format option

  3. Select your file format from either .txt or .csv

  4. Next, select your Column Delimiter from Comma, Pipe, Tab, or Tilde.

    💡 CSV files will automatically select Comma.

  5. Then, select a Text Delimiter from None, Single Quote, or Double Quote.

  6. Select a Data Destination from your previously configured FTP integration.

  7. If desired, select the zip checkbox to export your data in this format.

    💡 This may already be pre-selected based on the configuration of the FTP you selected.

  8. Enter your Public Key for PGP encryption.

    💡 This is required for FTP integrations, but recommended for SFTP as well

  9. The daily cadence will already be selected.

Data Configuration

  1. Select from the following Data Sets:

    1. Subscribe Data: Export list-specific data about contact's subscribe date, method, resubscribe date, and any profile fields on the list.

    2. Unsubscribe Data: Export list-specific data about a contact's unsubscribe date, method, resubscribe date, and more.

    3. Email Activity: Export list-specific data on email activities including sends, opens, clicks, and unsubscribes. You can also layer in system fields including Listrak and Google Analytics values.

    4. Email Aggregation: Export list-specific data about the number of messages sent, lifetime engagement metrics, and first and last email engagement dates.

  2. Select the specific email list where data should be gathered.

  3. Select any profile fields that should be included in the export based on the types of data available for each data set.

    💡 Click Add Field to select additional fields

  4. Click Save to update the properties or Activate to start the recurring export.


Creating an SMS Recurring Export

Once the FTP destination for your file has been created, follow the steps below to configure a SMS recurring export.

  1. Navigate to Integrations > Integrations Management.

  2. Click New Integration.

  3. Click Import on the card for Recurring Data Export.

  4. Click Setup Integration on the main screen.

  5. Select the SMS option.

  6. Enter an Integration Name in the General section.

File Configuration

  1. Give your file a name.

  2. In the append dropdown, you can select none or date to append the date of the export to each file name to easily identify different files.

  3. Select your file format from either .txt or .csv

  4. Next, select your Column Delimiter from Comma, Pipe, Tab, or Tilde.

    💡 CSV files will automatically select Comma.

  5. Then, select a Text Delimiter from None, Single Quote, or Double Quote.

  6. Select a Data Destination from your previously configured FTP integration.

  7. If desired, select the zip checkbox to export your data in this format.

    💡 This may already be pre-selected based on the configuration of the FTP you selected.

  8. Enter your Public Key for PGP encryption.

    💡 This is required for FTP integrations, but recommended for SFTP as well

  9. The daily cadence will already be selected.

Data Configuration

  1. Select from the following Data Sets:

    1. Opt-In: For a list on a specific short code you can export the SMS system fields, custom fields, SMS engagement data, and short code and list properties.

    2. Opt-out: For a specific short code you can export opt-out date, SMS system and custom fields, and SMS engagement data.

    3. Activity: For a list on a specific short code you can export data on sends, clicks, and conversions. You can also include SMS system field data and campaign- specific data such as Campaign Name and Campaign Content.

  2. Select the specific SMS Short Code.

  3. If using the opt-in or activity data set, select the specific SMS list where data should be gathered.

    💡 Lists will be separated into the marketing and transactional list types.

  4. Select any profile fields that should be included in the export based on the types of data available for each data set. When the activity type is selected you will also see SMS events prechecked, but can be adjusted based on the goal of your export.

    💡 Click Add Field to select additional fields

  5. Click Save to update the properties or Activate to start the recurring export.



Editing and Deleting an Export

Deactivate the Export

If you no longer want to receive this export, you may pause or deactivate the export. You must deactivate an export before deleting it.

  1. Navigate to the integration in Integrations > Integrations Management.

  2. Click on the name to edit the integration.

  3. Navigate to the setup tab.

  4. Click Deactivate Integration.

Delete the Integration

After the export has been deactivated, you may delete the integration.

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