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How to export audiences from Salesforce Marketing Cloud to charles

Updated over 11 months ago

Use case: Target WhatsApp campaigns based on SFMC audiences

Pre-requisites:

  • SFMC has access to an sFTP server. This can be either your default SFMC sFTP server, a custom one, or an sFTP server provision by charles.

Setup

We will create an automation on SFMC that export data from your data extension to an sFTP server.

  1. Go to SFMC > Automation Studio

  2. Create a new automation

  3. Configure the schedule

4. Step 1: Extract data: This step is responsible for extracting data from your data extension that stores the audiences

Add the key of the data extension and define the name of the file, e.g. Audience_%%Year%%_%%Month%%_%%Day%%_%%Hour%%_%%Minute%%_%%Second%%.csv

Click Next

Slelect semicolon (;) as Column Delimiter

Click Next

Click Finish

5. Step 2: Use the File transfer step to "send" the data to the sFTP server

Configure the Properties

Click Save

You have two options for running the automation

  • Manually: Click Run once

  • On schedule: Configure the schedule at the start of the integration

After the automation runs, you can find the file on the sFTP server

Now, you can use the sFTP integration to import the audiences. Visit the sFTP integration for more details.

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