Subscribers – DatA Extensions <Introduction.> In this session we are going to be learning about the subscribers tab

Objectives In this session we will learn: Who are Subscribers? What a data extensions is and their use and benefits. How to create data extensions. Options for and how to import data extensions. Manage data extensions. Segment subscribers using groups and data filters. By the end of the session you will be familiar with: The Subscribers Rule. Profile and Preference Attributes, how to create them, how they can be populated, and how they can be leveraged. How to create a subscriber list and How to segment subscribers.

Data Extension Workflow Create Data Extension New Template Copy Populate Data Extension Import Activity Import Wizard Manage Data Extensions View Data Move Delete Create Data Relationships We are going to learn about data extensions according to the workflow of creating and managing them.

Subscribers Let’s start off with Subscribers Rule!

Who are Subscribers? A subscriber is a person who has opted in to receive communications from your organization. Each subscriber must have a valid email address. Additional information about a subscriber can be captured and tracked using Profile and Preference Attributes. Who is a subscriber? It is a person who has chosen to receive communications by opting in. They have provided an email address to receive communications, and they may have provided additional information on their preferences and maybe personal attributes. Why is the opt-in component so important?

Visit http://subscribersrule.com/ Subscribers Serve the individual. Honor their unique preference with regard to communication, content, frequency & channels. Deliver them timely, relevant content that improves their lives. Visit http://subscribersrule.com/ The first step to achieving success with your email marketing is understanding the industry best practices. The subscribers rule philosophy will help you gain that understanding and start you on the path to success. It is based on three tenets: Serve the individual Honor their unique preferences with regard to communication, content, frequency, and channels. Deliver timely, relevant content that improves their lives. Basically, your subscribers come first. You want to ensure you respect their preferences and deliver relevant content. Can you

Data Extensions Let’s start by learning more about what data extensions are and how we can use them.

What is a Data Extension? A data extension is a table within the application database that contains your data.  The data in a data extension relates to a subscriber but does not fit in the subscriber profile and preference attributes. The subscriber has varying values for the field. The information is related to the subscriber through a third piece of information. A data extension is a flat file – it is a table within the application that contains your data which you can use to emulate a relational database. The data extension will contain fields – this is the data extension version of profile and preference attributes- however in a data extension field values may vary between data extensions, and it may be data which is related to the subscriber through a third piece of information. In the sample tables we see on this slide – in the first slide we can see in the table on the right hand slide titled TRANSACTIONS SubscriberID 123 has two values assigned a transaction ID. In the lower tables we can see there is a field value (Airport Code) which is consistent in the two fields, which will associate the Airport Name to the SubscriberID when a relationship is created (we’ll learn more about data relationships later on in this session.  Using data extensions may require understanding of relational database structures and other technical expertise.

Why Use Data Extensions? Store any type of data; data extensions can be used for sending or to emulate a relational database. Use information from other systems in your ExactTarget application. Send a message to subscribers in a data extension. Exclude subscribers in a data extension from a message send. Include customer-specific information from a data extension in a message. Collect the subscriber information of people who trigger a triggered send. But why do we use data extensions? Data extensions allow us to store any type of data – it can be data used or sending, or to emulate a relational database. When we create data extensions, we will import the data into the application, making them suitable for using data from outside the ExactTarget application. They can be used for sending messages to subscribers and to collect information about subscribers who trigger a triggered send.

Create a Data Extension Our first step in using data extensions will be creating them….

Create a Data Extension Navigate to the Subscribers tab and click Data Extensions. Click Create in the toolbar. First, we will navigate to the Subscribers tab and select Data Extensions Then click Create. In the New Data Extensions workspace, we will begin by selecting the Creation Method

Create a Data Extension Select the appropriate creation method from the three options presented: Create a new data extension. Create a copy of an existing data extension's schema. Creates a data extension based on a template in the application that you select. There are three options to choose from when identifying the creation method: First, we can create a new data extension. When we choose this options we will configure all items on the remainder of the form. We also have the option of creating a copy of an existing data extension. This will copy the existing data extension’s schema and we can make required modifications. Finally, we have the option to create a data extension based on a template. We’ll take a look at creating a new data extensions first….

Create a Data Extension Enter the properties. Name External Key Description Select a campaign to associate the data extension to (if applicable). And enter the properties for the data extension (Name, external key, and description).

Create a Data Extension Enter fields. Name: the name of the column. Data Type: choose from the dropdown menu. Length: set a maximum number of characters for the field. Primary Key: whether the ExactTarget system considers this field to be the primary key/unique identifier of the table. Nullable: whether this column can be empty. Default Value: value automatically assigned (optional). Now we are going to enter fields. Data extensions can have multiple fields. First we’ll enter a name for the field. We will then enter a data type and maximum length (when applicable). It is highly recommended you enter in a reason maximum length for all fields you add to your data extension to optimize performance. A field can be marked as a Primary Key (the primary key indicates if the system considers this field to be the primary key on the table. Fields may be marked nullable (when this option is selected the field does not have to have a value entered) Finally, we can set a default value for the field.

What Data Types are Available? Text Contains a combination of letters, numbers, and spaces. 4000 character max. Number Countable numeric value only. Accepts values from -2,147,483,648 to 2,147,483,648. Date System date. Always stored in the format MM/DD/YYYY. Boolean True or False value. Email Address Required field on sendable data extensions. Syntax is checked when importing data. Phone Accepts strings with 10 or 11 digits and strips out non-digit characters. Decimal Numeric value with a decimal point. Locale ISO language and country code. There are seven data types available and we will select the appropriate one from the drop down menu – so what the options available? Text: permits the field to contain any combination of letters number and spaces. This is appropriate for fields intended to contain words (such as names), or even items such as mixed character loyalty numbers. You can blank out the field you are telling it that it is a nonvarcharactermax which soaks up a lot of data processing – this is should used very sparingly and should be discussed with the project team and support. Choose the data type number for fields which are countable and will consist of strictly whole numbers. Min and max values of 2,147,483,648 / -2,147,483,648 Choose date for fields date-based fields. These fields will accept the system date format. It is always stored in two digit month, two digit day, four digit year. The year can be entered in a different format, the system will convert it to this format when storing it. Boolean is a good option for true or false values (a yes or no value, such as ‘prefers HTML emails’ or would like to learn about new products) If you are creating a sendable data extension (that is a data extension which includes subscribers who have opted in to receive communications), you will create an email address field – it is the only required type (and only required in the sendable data extensions). Note: ExactTarget does not verify that the value in this field is a valid email address when importing data. If you would like to capture contact details outside of email address and would like to collect a contact phone number, choose the phone data type when creating the field. It will accept strings of 10 to 11 digits and strips out an non-numeric characters (such as dashes, brackets and dots). We can select the data type Decimal. Fields of this type will accept numeric entries which include a decimal point (we can define how many place when configuring this field.) This type can be used for fields that include prices, time entries, ratings, etc. Finally, Locale can be used the specify the ISO language and country code. SPEED: millions of rows in minutes. 500K list max takes an hour.

Create a Data Extension Indicate the Type: Used for Sending: indicates whether this data extension will have messages sent to it.  If this is selected, you will complete the relates to Subscribers on drop down options. This indicates the field which will relate to the Subscribers table. Used for Testing: indicates whether this data extension will have test messages sent to it. REPLACE SCREENSHOT Once we have configured fields, we will scroll back up the form to indicate the Type of Data extension. Here, we have two options: to mark this data extension to be used to sending (live sends to subscribers), and/or for testing (ideally to an internal/test email address list). If we select to use the data extension for sending you will indicate the field which will relate to the subscribers tables (email address or subscriber ID).

Create a Data Extension Select Data Retention Policy. Available if data retention is available on your account. Select this option to retain data for default 6 month retention policy. Click Save in the toolbar. Note: When sending to a data extension, List Detective is run at the time of the send, not at the time of import. Lastly, we will select the data retention policy (when applicable). Then click save in the toolbar to save the data extension. List Detective is a tool that maintains information on email addresses and domains that could cause deliverability problems for your email sends

Copy a Data Extension Copy an existing data extension to copy the fields and their configurations. Does not copy the data stored in the data extension itself. You can modify all items prior to saving. Once we have configured data extensions on our account, we can copy them from the data extension workspace, or from the creation form. This process will copy the fields which have been configured, but not the data stored in the data extension itself. You are able to modify the type, fields, and retention prior to saving.

Create a Data Extension From a Template If you wish to create a Data Extension from a template: Select Create from Template Choose the template from the list. Enter properties. Modify the Type, Fields, Campaign, and/or data retention. Click Save. We can also select to create a data extension from a template (navigate from the DE workspace, or select the option on the creation for,). Template come pre-configured with your account, we can review the templates available, such as the triggered send data extension template, using the dropdown option. Then we’ll select the appropriate one. We’ll configure the properties for this data extensions. The Type, Fields and data retention will populate as defined in the template – however we can make any changes required. Create a Template by emailing the Data Extension Name and External Key to Help@

Best Practices Choose the correct data field type. Efficient storing and retrieval. Set an appropriate field length. Optimize the data extensions. Avoid inefficient data storage. Eliminate deleted data columns. Deleting columns is a soft delete in the application. Data is still stored behind the scenes. There are a few things we will want to keep in mind when we are creating data extensions. First, choose the correct data type for fields. Doing this will assist with efficient storing and retrieval of data. Next, set an appropriate field length. This will not only optimize the data extension, it will also help to avoid inefficient data storage. Finally, eliminate deleted data columns. When you remove a field (column) it is a soft delete in the application – so it will still be stored behind the scenes. If you have removed multiple fields and are noticing degraded performance of the data extensions, it is recommended you copy the data extension to a new data extension and import the data, then remove the original one from the application.

See it Now we have learned how to successfully create a data extension – however there will not be any data included upon creation. That brings us to our next step….

Populating Data Extensions

Populating Data Extensions Prior to using a data extension, we must populate it. There are two options for populating data extensions: Import Activity Import Wizard There are two options for populating data extensions: Using an import activity. Using the Import Wizard

Import Activity Place the file to be imported on your FTP site. Go to Interactions > Import and click Create. Complete the New Import form. Enter the file location, name and destination. REPLACE SCREENSHOT We are going to learn about Import Activities, and how we can automate processes such as this, using them in an upcoming session. However, for now, we are going to learn how to configure and start an import activity. Our first step will be to place the file [to be imported] onto our FTP site. Ideally, we will have configured the headers of the file to match the fields in our data extension to make this process as simple as possible. Then we will navigate to the Interactions tab and under Activities, we will select Import Activity and click Create in the toolbar. We will complete the New Import form. Most importantly, we will enter the file location, name and destination (the data extension we would like to import the data to – this is why we create the data extension first). Note that the file name must be entered exactly as it is on the file location, elsewise the import will fail). If the file name includes current year, month and/or day, we can enter these dynamically into the file name using %%year%%, etc.

Import Activity Click Save. Once the Import Activity has been created, start the activity to import the file. Select the activity and click Start. REPLACE SCREENSHOT Once we have configured the Import Activity, we will click Save. Once it has saved we will be brought back to the Import Activity workspace. Once we have saved the Import Activity, it exists on our account, however it will no do anything until we tell it to. We do that by selecting the Import Activity and clicking the start button. Once we click start the import will attempt.

Import Wizard Select the data extension you wish to run the Import Wizard for can click Import. Complete the Upload File dialog box. REPLACE SCREENSHOT Our next option is using the Import Wizard. We access it by selecting the data extension we wish to import values for and clicking IMPORT in the tool bar to open the Wizard. We will select if we would like to upload a file from our FTP or our local computer. Then browse for the file and click it to upload. If the file is compressed we can select this option. The default delimiter is comma, however we can select tab or other. If your file includes any date fields, confirm or modify the date format if needed. We can also select the import type (add and update, update only, add only. The last option we have on our first screen is the import options which allows us to skip rows with bad data and respect double quotes as a text qualifier. Once we have completed these configurations, we’ll click Next.

Import Wizard Complete Configure Mapping by Header Row, Ordinal or Manually. REPLACE SCREENSHOT Next we’ll configure the mapping. There are three options for this: The default selection is MAP BY HEADER ROW. This option automatically maps header rows which exactly match the field. If the headers are in the same order as the fields in the data extension, we can also choose Map by Ordinal. When using this option the upload file may or may not have column headers. Finally, we can select to map manually. Using this option we will use the drop down option to select the appropriate field for the column. We can use this option to map all fields/columns or any which were not an exact match when mapping by Header Row (like we see in the screen shot). When we have completed our mappings, we’ll once again click Next.

Import Wizard Review the Review & Import dialog box. Enter an email address for notification. Click Import. Confirmation displays once the import has successfully started. And that brings us to the final step, review and import. In this step, we will review our configurations (including delimiter, file, and import type), and an email address to receive notification when the import is complete. Then click Import. It will take a moment to process, then confirmation of the import start will display in the wizard. You can click Close and you will receive an email when the file has completed importing.

See it We have now successfully created and populated a data extension.

Managing Data Extensions Our next step in the overall process is the Manage data extensions.

Managing Data Extensions Once a data extensions has been created and populated there are a number of options for managing the data extension: View data. Move the data extension to a different folder. Export data. Delete. Create Data Relationships. There are a few options for managing our data extensions: We can view data once the data extension has been populated to review field values. If we have created a high number of data extensions and decide to implement folders to organize them , we can move data extensions to those folders. We can delete them if they are no longer needed. And we can create data relationships which allows us to relate a field on one data extension to a field on another data extension (this is the emulate a relational database part).

View Data Once data has been populated you are able to view the data associated with a Data Extension. Select the data extensions and click View Data. The workspace displays columns and data contained in the select data extension. REPLACE SCREENSHOTS Viewing data provides us the opportunity to review the data which has been imported to verify all items have successfully imported into the application, as well as to simply review different field values. To view the data, select the data extension and click the View Data button. This will display the data within the workspace. Displays the top 200 rows.

Export Data The data residing in a data extension can be extracted from the workspace for use outside the ExactTarget email application. Select the data extension and click Export Define the export configurations and click the Export button. REPLACE SCREENSHOTS

Move a Data Extension Utilize folders to organize your data extensions. Select the data extension(s) you wish to move and click the Move button. Select the destination folder in the dialogue box and click OK. REPLACE SCREENSHOTS Did you create a data extension in the wrong folder? Maybe you decide later on to create folders and want to organize your existing data extensions. Or you have added a folder to organize a category which emerged as your use of the application matured. No need to delete and recreate - all you have to do us use the move option – it’s very easy, just select the data extension (or data extensions) and click Move in the toolbar. Select the folder you would like to move it/them to and click okay.

Delete Data Extensions Data Extensions can be removed from the application. Select the data extension and click Delete. You will be prompted to confirm the deletion. Delete with Caution! It is a hard delete. Analyze potential impacts. The data extension may be in use for activities on your account and its removal could impact these activities. I’m REPLACE SCREENSHOT (TOP) Of course, we have also find that data extensions become obsolete – maybe our needs changed, maybe they were created for a limited time use, or maybe we accidently created a duplicate. We can remove them by selecting the data extension in the workspace and clicking delete. We do want to use caution and consider implications within the application prior to removing a data extension. Consider things like: Was the data extension used for sending? Are there any automated sends using this data extension? Is this data extension related to a data extension which will remain active and be used for sending? Is there dynamic content associated with it? We want to have a strong understanding of how the data extension has been or is being used before we delete it as it may have an impact on activities which use it.

Data Relationships Specifies a column in one data extension that contains the same kind of information as a column in another data extension. Typically based on the primary key, however multiple columns can be related. Use Data Relationships to apply a filter to the two data extensions and create a new segment of data. How about that relational database we keep discussing? We achieve this by specifying a column (field) in a data extension that contains the same information as a column (field) in another data extension. Typically data relationships are based on the primary key of each table, however any column (field) can be related). We can apply the relationship to apply to a data filter to the two data extensions and create a new segment based on that data. For example, in the tables we see in this slide, the two tables share a column Airport code). By creating a relationship of these two data extensions, we would be able to create a segment based on this data (such as a segment of our subscribers who fly via LaGuardia airport). When we learn about dynamic content in an upcoming session we will learn even more about how relationships can be used to create one to one communications with our subscribers.

Create a Data Relationship Create the data extensions to be used. Navigate to Data Extensions > my data relationships. Click Create. REPLACE SCREENSHOT To create a data relationship we will first create the data extensions to be used. Then we will navigate to my data relationships under data extensions and click Create in the toolbar.

Create a Data Relationship Enter properties. Select if the relationship can be used inside a Data Filter. Select the Data Extensions are you relating and the fields to be related. Click Save. The Data Relationship may contain multiple fields. Data Extensions can be related to subscriber attributes. We’ll provide properties for the relationship and select if the relationship can be used in a data filter (which we will want to select if we intend to segment based on the relationship). Then, we will select the data extensions we are relation and the fields to be related. Once we have selected the columns, we’ll click save to save the relationship.

Create a Data Relationships & Data Filters To use a Data Relationship in a Data Filter: Select the data extension the filter will be based upon. When selecting conditions you will be able to select from the indicated data extension as well as related data extensions. REPLACE SCREENSHOT If we are using the data relationship to segment using a data filter we can create the filter, selecting the data extension the filter will be based on and then conditions (which will include the data extensions selected, in addition to fields from any related data extensions).

Managing Subscribers In addition to managing the actual data extensions, we want to ensure that subscribers included in sendable data extensions are able to manage their subscriptions with us.

Managing Subscribers Using Data Extensions Subscriptions to communications when sending to data extensions are managed using publication lists. A Publication List is an opt-in mechanism for subscribers. Can be marked public so subscribers can opt-in to communications using the Subscription Center. Use publications lists to: Manage subscribers' unsubscribe or opt-out actions. Filter the audience of an email send, which ensures your publications are sent to the subscribers who want to see them. Show and adhere to regulatory compliance to CAN-SPAM laws. Use a publication list to control who receives particular communications from a company. When we are using data extensions for sending, our subscribers will manage their subscriptions using publication lists. A publication list is essentially an opt-in mechanism which can be displayed in the Subscription Center. If a subscriber selects a Publication List, they will receive the communication when the publication list is sent to. If a subscriber de-selects a publication list, they are removed from the publication list and will not receive this communication type in future. We do recommend that you create publication lists for your different communications when using data extensions for sending. The reason for this is by default, if a subscriber receive an email, such as a weekly special email, which they no longer wish to receive and they use the unsubscribe link they will be unsubscribed from ALL commercial communications. This subscriber would then no longer receive any marketing communication from your organization, including the communications they do wish to receive.

Create a Publication List Navigate to my subscribers > Publication Lists and click Create. Enter a Name, description and indicate if the publication list should be public. Click Save. Subscribers are added when you send to a data extension using that publication list. To create a publication list, we will navigate to my subscribers > Publication Lists and click Create in the toolbar. Then we simply enter a name, description and mark if the list should be public (allowing our subscribers to select it). When you send to a data extension using the publication list, subscribers will be added to it.

Suppression Lists Suppression Lists are opt-out mechanisms for subscribers. Subscribers included on a suppression list for a communication type will not receive emails for that type. Use suppression lists to: Manage subscribers' unsubscribe or opt-out actions. Filter the audience of an email send, which ensures your publications are sent to the subscribers who want to see them. Show and adhere to regulatory compliance to CAN-SPAM laws. Control who receives particular communications from a company. The other option we can provide our subscribers to manage subscriptions / ensure we are not sending to those who have unsubscribed is Suppress Lists. Suppression lists are opt-out mechanisms – when we select a suppression list when sending subscribers on that list WILL NOT receive the communication.

Create a Suppression List Navigate to my subscribers > Suppression Lists and click Create. Enter a Name, description and indicate if the suppression list should be public. Click Save. You will see suppression lists if your account was previously enabled to use lists to prevent sends to certain subscribers. If you do not see suppression lists on your account and would like to use them, contact your ExactTarget representative.

See it DEMO: Publication List Suppression List Send Preview with a Data Extension.

Subscriber Status & All Subscribers

Subscriber Status Once added, subscribers may fall into different statuses within the application. When we are viewing subscribers, we can easily identify their current status based on the icon displayed The first two statuses will be sent communications: The green subscriber icon indicates that subscriber is active. An active subscriber has opted in to receive emails and has provided a valid and deliverable email address. Emails sent are delivered and the current bounce count is zero. The Yellow subscriber icon indicates the subscriber has bounced. There may have been one or two hard soft bounces or one hard bounce. Once an email is successfully sent to the subscriber the bounce count returns to zero and the subscriber status returns to Active. The second two statuses are not sent email communications: Held / undeliverable is the next status and is represented with a gray icon. To enter this status, there has been three hard bounces, or three soft bounces within at least 15 days. The 15 day minimum for soft bounces is called the vacation rule, it is possible soft bounces are due to something like a full inbox which may persist over a number of days if the subscriber is not actively checking their email. A subscriber status will also be Held/Undeliverable if there has been one hard bounce from a trusted domain (such as gmail or AOL) The last status is represented with a red icon, that is Unsubscribed. This status is shown for subscribers who opted out of communication. Another way a subscriber can enter this status is by submitting an AOL spam complaint. Those who have unsubscribed from communications will still receive transactional emails (such as order confirmations). – The unsubscribe can be at the list level (they have opted out of a particular type of communication), or at the All Subscribers level (all commercial communications)

All Subscribers Each subscriber added to the ExactTarget application will automatically be added to the All Subscribers list. REPLACE SCREENSHOT Each subscriber added into the application will be added to the All Subscribers list. This is essentially the master list of all subscribers on your account.

Manage Subscribers Subscribers can be: Searched for. Exported. Moved or copied to different lists. Updated or unsubscribed using Properties. Deleted. REPLACE SCREENSHOT Once subscribers have been created, we are able to manage them. We can export, move or copy, update, delete or search for users.

Search for a Subscriber Quickly locate subscribers who need to be updated: Click Search in All Subscribers Search by email address, domain, HTML email preference, Subscriber Status or Subscriber Key. From the search results you can view Subscriber Properties, delete the subscriber, export the results or copy the Subscriber. Using the Search option, you are able to search all subscribers on your account by email address, domain, HTML preference, subscriber status or subscriber key. Once you have search results there are a few actions you can take: View properties: which would allow you to update properties as well. One was you may use this is to search for a subscriber who has communicated a desire to subscribe to additional communications, or to unsubscribe from all. The last three options: Export, Copy and delete we’ll talk about in a bit more detail in a few moments – I would just like to highlight the Export option here can be used not only to export subscribers for use outside the system, you can also re-import subscribers yielded in the results to segment by items like domain and HTML preference.

Export Subscribers Click Export in the toolbar of the list you wish to export. Select the Data Format, enter a File Name, and compression and delivery option. Click Next. Select attributes to export and click Export. When you choose to export subscribers from search results or from a list, you will start the export by clicking Export in the toolbar. Then you will select your data format from the dropdown menu; you can select from CSV, TXT (text delimited) or XML. The file name will default to export_[filename]_[date] – you can modify this if needed. Exported files can be compress (by default they WILL NOT be(. Finally, select your delivery option (FTP or email) and click next. Depending on the intent of your export, you may not wish to export all profile and preference attributes. By default no attributes will be included in the export file. You can select items one at a time using by highlighting the attributes and clicking the single arrow key, or you can click the double arrow key to add all the attributes to the export fie. You can also remove items from the export file using the arrow keys. Once you have selected the attributes to include, click Export.

Move or Copy Subscriber Select the subscriber(s) and click Move/Copy. Select the list to move/copy to and settings (maintain subscriber status and/or move/copy all subscribers on the source list). Click the Move or Copy button. Move/Copy results are displayed on screen. REPLACE SCREENSHOT Moving or copying subscribers between lists is also very simply, just select the subscriber and click ‘Move/Copy’, then select the target list and click either the move or copy button. Note that you can select to maintain subscriber status from the originating list when you move/copy to the destination list (ideal option when copying), or you can select to move/copy all subscribers on the source list (careful with this option if you are copying from the All Subscribers list). Once the move is complete, the results will be displayed on screen.

Subscriber Properties Update attributes. Add or remove from lists. View group assignment. View History, which details the email communications which have taken place with the subscriber in the last 90 days. Unsubscribe. You can manage subscriber properties including lists, attributes, and group assignment, view the most recent communications which have been sent to the subscriber, or unsubscribe them from all communications. Toggle the subscriber you wish to update and click Properties in the toolbar.

Delete Subscriber Subscribers can be removed by selecting one or more and clicking Delete from the toolbar. You will be prompted to confirm the deletion. Deleting subscribers is not recommended. REPLACE SCREENSHOT LEFT HAND SIDE The last tool for managing users is Delete. This will permanently remove subscribers from the application. Deleting subscribers is not recommended. If a subscriber no longer wishes to receive communications, they should be unsubscribed in the application and not removed. When a person is unsubscribed, they will not receive future marketing communications UNLESS they are deliberately re-subscribed in the application. If the former subscriber is deleted it may be possible they are accidently re-subscribed (perhaps they forget to uncheck a communication opt-in box when they are ordering something, or a list is imported adding new subscribers and the unsubscribed party is still on that list). So to be safe, do not remove subscribers – even the inactive ones. So why have this feature? You may want to remove subscribers you have added for test purposes – for example, perhaps you have added yourself and some colleagues to complete test emails, but modified email test recipients. In this case, you may choose to delete these ‘subscribers’ as they were not true subscribers to begin with. In this case, select the subscriber and click Delete. You will be prompted to confirm the deletion before it completes.

See it DEMO: All subs Search for a subscriber: Domain = test.exacttarget.com Export results – Move/copy Properties / unsub Delete.

Grow your List: Best Practices Grow your list organically. Sell value. Diversify, track and evaluate. Don’t look for a silver bullet. Use technology! See more Best Practices | Try the List Growth Adviser | Learn about MobileConnect Grow your list organically: Capture opt-ins via your website – and in real life! Have sales associates and contact center staff ask customers if they would like to receive communications, promote it to followers and fans on your facebook page and twitter (capture that audience who is already engaged). These are tactics to grow an engaged subscriber list. Sell value: Tell your customer what is in it for them. Let them know the frequency and content they will receive. Diversify, track and evaluate: Don’t count on one tactic to increase your email subscribers – use several! Don’t look for a silver bullet: You want to grow a quality subscriber base, this takes time. Tactics that promise fast results may lead to quantity, but that doesn’t necessarily equate to quality. Use technology: Use tools like Social Forward to promote social conversations (online and off), or MobileConnect to gain subscribers who prefer communications via SMS

Segmenting in ExactTarget

What is a Data Filter? A data filter is a group of criteria that segments a subscriber list or data extension. Can filter based on list attributes and data extension fields. Both AND and OR operators can be used to create the Data Filter Definition. To start off our more in depth look at Data Filters, let’s learn more about what they are: A Data Filter provides criteria to segment subscribers on a list or a data extension (Data Extensions is a table within the application database which contain data, usually pertaining to subscribers, which provide a robust alternative to lists – we will learn about Data Extensions in much more detail in an upcoming session). When we create a Data Filter, we build Data Filter Definitions, which are the criteria for the attributes/fields which From the perspective of creating groups based on lists, Data Filters provide us with a more sophisticated option of segmenting subscribers as we can create complex criteria using both the AND and OR operators in the Data Filter Definition.

Create a Data Filter Navigate to Data Filters. Click Create from the toolbar. REPLACE SCREENSHOT To create a Data Filter, we will go to the Data Filters area and click the create button.

Create a Data Filter Enter a Name, External Key and Description. Create the Data Filter Definition. Conditions can include the AND and OR operators. Click the operator to change it. Multiple conditions and groups can be used to create the Data Filter Definition. Click Save. Then, enter a name external key and description (key and description are optional). The next step is to enter the conditions to create the definition. The condition offers both an out grouping and inner group (so we can nest conditions within the criteria). For example, we can create a condition where GENDER is MALE, and the preferred sport is CAMPING, HIKING or CANOEING. The Data Filter Condition can be complex and include multiple conditions and groupings if needed.

Manage Data Filters Once Data Filters have been created you can manage them. Delete: Remove obsolete data filters. Move: move the filter into a different folder. REPLACE SCREENSHOT Once Data Filters have been created: - They can deleted or moved.

See it DEMO: Create a Data Filters Scenario: Northern Trail Outfitters would like to communicate with appropriate subscribers about a new item added to their reward merchandise – a men’s thermal shirt designed for outdoor activities. They would like to communicate with male subscribers who have indicated their favorite sport as one of the outdoor sport options, and have the loyalty points required to obtain this time (3000) Condition = Gender is Male AND Add Grouping (OR) Sport is CANOEING , HIKING OR CAMPING. Add condition Loyalty Points IS GREATER THAN 3000 SAVE Highlight management options.

Summary

Summary

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