Exporting Audiences

Overview

Audiences (Segment & Lists) can be exported out of the Zeta Marketing Platform via the following methods:

  • One Time
    or

  • Automated on a repeat schedule. 

Process

1. Navigate to the Segment & List Summary from the Audience section on the left sidebar.

The process for setting up an export for either a Segment or a List is the same

2. Locate the Segment or List you want to set up an export for and click on the row itself or anywhere outside of the name of the Segment.

This will open the right-side panel.

3. In the right-side panel, navigate to the Export section.

4. Next, choose the appropriate Destination for your export:

Options include:

  • Email

  • SFTP

  • Programmatic

  • Partner (via Facebook or Google Ads). 

5. Once your destination is selected, find it below to further understand the rest of the required configuration.

Destinations

Email

  1. Set the desired recipient email address(es) in the recipient field.

    1. Multiple email addresses can be added separated by a comma.

  2. Choose the file type the data should be delivered in.

    1. CSV - This is a standards-compliant comma-separated values file

    2. JSONL - JSON Lines is a convenient format for storing structured data that may be processed one record at a time. Each row is a JSON formatted object.

  3. Next, select the user attributes that should be included in the export.

    1. first_name and last_name are selected by default.

  4. Lastly, configure the schedule. More information is below.

SFTP

Overview - The goal of SFTP is to provide access to the data we collect so users of our platform can integrate into the own systems.

Users can securely retrieve standard dates feeds that deliver an automated dump of all users or in any specified segments found defined in the Zeta platform

  1. The SFTP location the export will be delivered to is displayed in the FTP Location field. This is an internal, static location the file should be pulled from.

  2. Choose the file type the data should be delivered in.

    1. CSV - This is a standards-compliant comma-separated values file

    2. JSONL - JSON Lines is a convenient format for storing structured data that may be processed one record at a time. Each row is a JSON formatted object. More info for JSONL can be found here.

  3. Next, select the user attributes that should be included in the export.

    1. first_name and last_name are selected by default.

  4. Lastly, configure the schedule.

    1. Exports can be configured at the following intervals:

      1. daily

      2. weekly

      3. hourly

The UI will display the FTP location of the output and timestamp of last export when active

Zeta Programmatic Audiences

No additional fields should appear for this option.

This destination is configured by Zeta on the back-end to map to the necessary DSP accounts.

When the export runs, all active contacts for a user are hashed and sent to Zeta DSP for generating a match audience.

In addition to the user contacts, the following user attributes, when present, are included as part of the export as well, in order to improve the match rate at the destination. Note that these attributes are optional, and Zeta detects them based on their exact name as specified below.

  • email_md5

  • first_name

  • last_name

  • address_line_1

  • address_line_2

  • city

  • state

  • zip

Facebook

This destination should be configured prior to being able to use it. More info on that here.  If this is not yet configured, you will be prompted to authenticate and select from a list of Facebook Ad Accounts.

A drop-down list of the custom audiences already available to export into will be displayed. If no custom audience is selected, a new one will be created with the name of the segment or list chosen as the source.

When the export runs, all active contacts for a user are hashed and sent to Facebook for generating a custom audience.

Facebook requires the approval of the following documents prior to allowing access to the Custom Audiences. Please note if you are working on behalf of the client they will need to approve.

Links Below:

Custom Audience Terms: https://www.facebook.com/customaudiences/value_based/tos
Facebook Business Tools Terms: https://www.facebook.com/ads/manage/customaudiences/tos.php

Google Ads

This destination should be configured prior to being able to use it. More info on that here. If this is not yet configured, you will be prompted to authenticate with Google.

Once integrated, a drop-down list of all customer match audiences, available in your Google Ads account will automatically show up for selection.

If you'd like to create a new Customer Match Audience in your Ad account, simply type the name and you will see an option to create one in-line directly from the Hub.

When the export runs, all active contacts for a user are hashed and sent to Google Ads for generating a match audience.

It is recommended to keep the schedule frequency to more than 12 hrs. Google Ads can take 6 to 12 hours for a list to be populated with members, so you’ll most likely see an “In Progress” status (on the Google Ads UI) if you upload to an audience list more frequently than once every 12 hours.

For privacy purposes, the user list size will show as zero until the list has at least 1,000 members. After that, the size will be rounded to the two most significant digits.

Your audience should contain at least 5,000 members to the list to ensure that ads start serving.

If a user record doesn’t match, Google may still use it as part of policy compliance checks, but Google won’t otherwise use it for Customer Match or any other Google product. The matching process can take up to 48 hours.
You can then start targeting your Customer Match audience in your Google Ads campaigns.
You can also start targeting similar audiences on YouTube and Gmail, if your Customer Match audience meets the eligibility requirements.

For more information, reference the following articles:

Scheduling

Exports can be scheduled to run either once, or automated on a repeat schedule.

For automated exports, these can be configured to run up to hourly. There are also options for daily exports based on the time zone of the account. Weekly exports can also be configured to run between once and seven days per week every one to four weeks.

Additionally, for automated exports you will receive all records that were either 1. added 2. removed, or 3. updated since the previous export. They can be differentiated with an additional attribute called 'export_operations' with a potential value of 'initial_export', 'added', 'removed' or 'updated'. Automated exports can be configured to export only deltas against the previous export by selecting the option "Export only users who have been updated since the previous export"

Exporting to Facebook or Google Ads is always incremental for any segment or list.