After you have your desired audience in the Zeta Marketing Platform, you may want to export those contacts. You can export an entire audience, a segment, or a list. Audiences (Segment & Lists) can be exported out of the ZMP via either of the following methods:

  • One Time

  • Automated on a repeat schedule

The Process

The process for setting up an export for both a Segment and a List is the same

1. Navigate to Audiences > Segments & Lists on the left sidebar. This will open the Segments and Lists summary.

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

3. Select the Connect Audience section from the right-side panel.

4. Next, choose the appropriate Destination for your export from the options available, and click on Next.

5. Click on Connect to export your audience.

More about Destinations

Email

1. Locate the Segment or List you want to set up an export for, and click on its action menu () > Export.

2. Within the Connect Audience panel on the right, select Email from the list of Available Connectors. Click on Next.

2. Add the email IDs of your recipient(s). Multiple email addresses can be added separated by a comma.

3. Choose the file type the data should be delivered in:

  • CSV - This is a standards-compliant comma-separated values file

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

Read more about JSON Lines

4. Click on Connect to save your file export.

Buckets/External SFTP

The goal of SFTP is to provide access to the data we collect so users of our platform can integrate it into their own systems. Furthermore, users can securely retrieve standard date feeds that deliver an automated dump of all users or any specified segments found in the Zeta platform. The SFTP location that the export will be delivered to, is displayed in the FTP Location field. This is an internal, static location which the file should be pulled from.

To set up cloud storage partners (Google Buckets, Amazon S3, SFTP, FTP, FTPS, etc), visit the Settings > Connections page. You can then send Customer Audiences to these cloud storage partners that you authenticated and retrieve the user-level data to integrate into your own systems.

Amazon S3

1. Select Amazon S3 from the list of Available Connectors and click on Next.

2. From the list that appears, select the desired Amazon S3 Connection you want to export your audience to, and click on Next.

3. Choose the file type the data should be delivered in:

  • CSV - This is a standards-compliant comma-separated values file

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

Read more about JSON Lines

4. Click on Connect to save your file export.

Google Buckets

1. Select Google Buckets from the list of Available Connectors and click on Next.

2. From the list that appears, select the desired Google Buckets Connection you want to export your audience to, and click on Next.

3. Choose the file type the data should be delivered in:

  • CSV - This is a standards-compliant comma-separated values file

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

Read more about JSON Lines

4. Click on Connect to save your file export.

SFTP

1. Select SFTP from the list of Available Connectors and click on Next.

2. From the list that appears, select the desired FTP Connection you want to export your audience to, and click on Next.

3. Choose the file type the data should be delivered in:

  • CSV - This is a standards-compliant comma-separated values file

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

Read more about JSON Lines

4. Click on Connect to save your file export.

Zeta Programmatic Audiences

No additional fields should appear for this option as 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 a 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

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

Facebook

This destination should be configured prior to being able to use it. 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 the 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 these:

Custom Audience Terms
Facebook Business Tools Terms

Read more about Facebook Connector for Prospects

Yahoo DSP

Your Yahoo DSP MDM ID must be correct in order to authenticate your account. Yahoo requires the first-party (Customer) and third-party (Prospect) data to be stored separately underneath your account’s MDM ID. While exporting audiences across Yahoo, you will need to explicitly select Customer and Prospect audiences throughout your export process, and you cannot send data of one kind in ZMP to the opposite in Yahoo DSP.

You have the option to export to an existing audience segment in Yahoo DSP or to create a new one. Exporting to an existing Yahoo DSP segment will add new members only. It currently doesn’t support overwriting or removing audience members.

Read more about Yahoo DSP Connector for Customers and Prospects

Google Ads

This destination should be configured prior to being able to use it. 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.

Scheduling Automated Exports

Exports can be scheduled to run either once or, for certain audiences, set to be automated on a repeat schedule. You can schedule recurring exports for Customer Segments, Customer Lists, and Prospect Segments since these audiences can be updated within the ZMP. Prospect Lists, Matched Lists, and Lookalikes cannot be edited so you won’t be able to set these exports to run more than once.

1. To set up a recurring export for a Customer Segment, Customer List, or Prospect Segment, select the connector and configure the destination details as you would for a one-time export.

2. Once finished, switch on the toggle for Automate Connection to reveal your scheduling options.

3. First, select the frequency in which your audience will be refreshed:

Hourly

Not available for Programmatic or third-party ad networks because these exports can often take at least 24 hours to complete

Daily

Once per day, including weekends

Weekly

Select the day(s) of the week and the desired cadence (every 1-4 weeks)

Monthly

Select the day of the month

Quarterly

Select the month of the quarter and the day of that month

4. Select the time at which your export should begin. The time zone is determined by your account-level setting.

5. Choose the date on which to begin your connection. This will be the first time your export initiates, so the beginning date should typically match to the next available date and cannot be in the past. For example:

  • If you are setting up a weekly automation for every Monday, then the Beginning on date must be a Monday in the future.

  • If you are setting up a monthly automation for the 1st day of the month on June 29, 2022, then the Beginning on date should be July 1, 2022.

6. Lastly, specify how and when you want your recurring export to end:

Never

Your automation will continue until you cancel it

On a date

Your automation will continue until it reaches a specific date in the future. Similar to the Beginning on rules listed above, you must select an ending date on which an export is scheduled to fall

After Occurrences

Your automation will stop exporting after it runs the number of times you specify

7. After you configure your automated export, including the export operations listed below as applicable, click Schedule Connection to finish.

Export Operations

By default, automated exports are set to add people to their destinations. However, some destinations give you the option to receive all records that were either added, removed, or updated since the previous export. For destinations that have Advanced Settings in their export flow, you can add an 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

Partner and programmatic destinations can only add people to existing audiences at this time.

It is recommended to keep the schedule frequency to more than 24 hrs. Google Ads can take up to 24 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, especially if it’s a large segment.

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, refer to:

Editing Automated Exports

If you need to make changes to your automated export, go to Audiences > Exports to find a list of all your recurring exports, both enabled and disabled.

For Active exports, the table lists each export’s status, cadence, destination, last export date (if it exists), and next scheduled export date. Your menu has the following options:

Edit

Make changes to the cadence or high-level details (not the destination)

Show Export History

See details about each individual export that has been initiated (you will be taken to the Data > Files > Exports page)

Disable

Turn off the automated export so that it doesn’t run anymore (the export will remain on this page so that it can be enabled again)

Delete

Remove the export from this page so that it can’t be edited or re-enabled

For Inactive exports, the table lists each export’s status, cadence, destination, last export date (if it exists), and next scheduled export date. Your menu has the same options as an Active export, except for:

Enable

Turn on the automated export so that it begins to run again (you will need to adjust the Beginning on date so that it is not in the past at the time you are re-enabling)

Ineligible Exports

Zeta’s Data Cloud unlocks vast opportunities to enrich Customer Segments and create Prospect Audiences that can help you acquire more customers. However, sometimes there are certain data points and filters that you can use to build an audience that can’t necessarily be exported outside of Zeta’s ecosystem. If this is the case, we now offer better transparency in the export panel when audiences can’t be connected to third-party ad networks such as Google Ads, Facebook, and Yahoo DSP.

There are never restrictions on sending Prospect Audience data to Internal or Programmatic destinations.