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[This article is prerelease documentation and is subject to change.]
Export segments of unified customer profiles to Campaign Monitor and use them for marketing activities.
Prerequisites
- A Campaign Monitor account and corresponding administrator credentials.
- A Campaign Monitor List ID.
- A Generated API key from Account Settings in Campaign Monitor to obtain the API list ID.
- Configured segments.
- Unified customer profiles in the exported segments contain a field representing an email address.
Known limitations
- Up to 1 million customer profiles per export to Campaign Monitor, which can take up to 20 minutes to complete. The number of customer profiles that you can export to Campaign Monitor depends on your contract with Campaign Monitor.
- Segments only.
Set up connection to Campaign Monitor
You must be an administrator in Customer Insights - Data to add a connection.
Go to Settings > Connections.
Select Add connection and choose Campaign Monitor.
Give your connection a recognizable name in the Display name field. The name and the type of the connection describe this connection. We recommend choosing a name that explains the purpose and target of the connection.
Choose who can use this connection. By default, it's only administrators. For more information, see Allow contributors to use a connection for exports.
Review the data privacy and compliance and select I agree.
Select Connect to initialize the connection to Campaign Monitor.
Select Authenticate with Campaign Monitor and provide your admin credentials for Campaign Monitor.
Select Add yourself as export user and provide your Dynamics 365 Customer Insights - Data credentials.
Select Save to complete the connection.
Configure an export
To configure this export, you must have permission for this connection type.
Go to Data > Exports.
To create a new export, select Add export.
In the Connection for export field, choose a connection from the Campaign Monitor section. Contact an administrator if no connection is available.
Enter a name for the export.
Enter your Campaign Monitor List ID.
In the Data matching section, in the Email field, select the field that represents a customer's email address. It's required to export segments to Campaign Monitor.
Select the segments you want to export.
Select Save.
Saving an export doesn't run the export immediately. The export runs with every scheduled refresh. You can also export data on demand.