Data is the driving force behind Agillic. It helps you to personalise your communications and create target groups so that your recipients receive information which is relevant to them.
Agillic has a simple system which allows you to import data into our system. You can also export data so that you can do an in-depth analysis of it outside Agillic.
How do you import data into Agillic?
Importing via the Interface
Your first option is to manually upload a local file. You do this by going into the Data module and then going to the Import section in the left sidebar. The maximum import file size for this method is 100MB.
Importing via the WebDav Import Folder
You can also manually or programmatically import to the WebDav Import Folder. The maximum import file size for this method is 128MB.
Read more about accessing your WebDav folders.
Importing via the File Import Service
You can use the File Import Service to set up automatic imports of your files. You can read technical specifications on our developer's portal. The maximum import file size for this method is 64MB.
Read more about the File Import Service.
Importing via SFTP
Using the credentials located in 'Settings - System Settings - API File Import', you are able to import data by placing a file in the Import folder located at:
sftp://import-eu1.agillic.net port:2222
Read more about importing via SFTP.
How do you export data?
Exporting data is useful when you want to analyse data in-depth outside of Agillic or when you need to export the data to an external system.
Recipients Export
This type of export is accessed through the Reporter Module and is a great choice for one-off exports. Create a report based on an email and choose Recipients Export as the data view type. This means that your recipient data for that send-out will be exported.
This can be helpful when you need to investigate, say, when a specific recipient opened or clicked an email. You could also gain insight into the specific reason why some recipients have triggered an error during a send out.
A Recipients Export being set up
Activity Export
An Activity Export includes all data for a given date range across an entire channel. The exported data is suited for analysis in an external data analysis tool. An example might be all email activity data for the last 7 days.
An Activity Export can be used for doing an in-depth report and analysis in an external system. You can also gain more insight into your outbound communications this way. Activity Data exports can be scheduled to reoccur at regular intervals.
Configuring an Activity Export to export Email, SMS, Events, and Promotions to a WebDAV server
What is a 'Flow Execution ID' in Agillic
The Flow Execution ID enables you to uniquely identify a flow execution. When enabled, the Flow Execution ID will be added as a column to Activity Exports.
You can enable exporting 'Flow Execution ID' globally by:
- Navigate to the 'Settings' module
- Click on 'Export' under System Settings
- Check 'Include Execution ID in Activity Exports' under Activity Exports
Enabling the inclusion of the Execution ID column in Activity Exports
With the Flow Execution ID, you are enabled to easily analyse the performance for unique execution in a third-party data analysis tool.
Export Flow
An Export Flow allows you to define specific data fields and specific target groups you want to be exported. For example, you might want to export the values for the One-to-Many table 'Subscriptions' where the recipients are in the Target Group 'Recent Buyers'.
As this type of export is configured as a Flow, schedules and triggers can be used. This means you can run say weekly exports to analyse your data.
To set up an Export Flow, you need to create an Export Profile which you can read more about below.
A note: All files exported to the Agillic WebDAV will be deleted 7 days after the 'last modified' date - be sure to download and perform a backup of files you wish to store beyond this.
Inserting an Export Step, and attaching an Export Profile and Export Template
What is an Export Profile?
An Export Profile is a prerequisite for creating an Export Flow or an Activity Data export.
The Export Profile determines where the data is exported to. Available options are:
- Folder - WebDAV folder included with the instance (follows the URL format below)
In the example below, please replace the placeholder text with the relevant values.
Link - https://{PLACEHOLDER}-{stag/prod}.agillic.eu/api/export/files
Example - https://agilliccandy-stag.agillic.eu/api/export/files
- SFTP - An externally hosted SFTP server of your choice
- FTP - An externally hosted FTP server of your choice
- Email - Email with a zipped file attached, sent to an email address of your choice
In general WebDAV/SFTP is the recommended option in terms of speed, safety, and reliability.
Selecting the type of Export Profile 'Folder (WebDAV)', and configuring it to place files in a folder named 'MartinH'
What is an Export Template?
An Export Template is a prerequisite for Export Flows. The Export Template determines what type of data you want to export.
Creating an Export Template of the type 'Person and Activity Data'
API
Another option is to retrieve data via API-calls which is especially useful when making small-volume automated requests.
Read more about our API endpoint.
GDPR Export
In accordance with the General Data Protection Regulation (GDPR), you can export all stored data for a specific recipient. This is known as a GDPR export and is accessible directly from the Agillic Start Page under the Recipient Information widget.
The GDPR export will contain the following data:
- All Person Data
- All One-to-Many data (One export file per table)
- All Activity Data (One export file per activity type)
The export files will be stored as a .zip file with 'recipient_' and the recipient ID as the name.
For example, a GDPR export of a recipient ID '12345678' will be called:
recipient_12345678.zip
The export files are stored in a 'gdpr' folder in your WebDAV export folder.
In the example below, please replace the placeholder text with the relevant values.
Link - https://{PLACEHOLDER}-prod.agillic.eu/api/export/files/gdpr
Example - https://agilliccandy-prod.agillic.eu/api/export/files/gdpr
Initiating a GDPR Export for a single recipient
First, make sure you have the recipient ID of the recipient you wish to export.
- Open the Startpage by clicking the Agillic logo
- Locate the Recipient Information Widget
- Fill in the recipient ID in the search field
- Click the Search button
- Click 'GDPR Export'
A recipient in the Recipient Information widget, ready for a GDPR export
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