Automated exports allow you to extract member data, based on set criteria, on a recurring basis.

In this topic:

• Creating and Automated Export
• Managing Automated Exports

Creating an Automated Export

1. Once logged in, click on the Export tab.
2. Click the Create Export link. The Configure Export page will appear.
3. Enter the name of the export into the Title field.
4. [Optional] Enter any additional information about the export into the Description field.
5. Select the Export Type by clicking on the appropriate radio button.

6. Hover over the tool tip icons ( ) to learn more about the available export types. will display additional export fields based on the selected export.

7. Select one of the following options from the Query Type dropdown menu:
   • All Criteria (AND): configures the query to include all data parameters. The export file will only include member records that fulfill the specified criteria.
   • Any Criteria (OR): configures the query to include any of the specified data parameters. The export file will include member records that fulfill any of the specified data values.
8. Define the data parameters for the export using the Query Fields.
   • Please format all date fields as YYYY-MM-DD.
   • The substitution tag [-lastExportTime-] allows users to pull new member data (based on the applied query) since the last date of export. If used in a first-time export, PostUp will ignore the row containing the substitution tag.
9. Select to export the specified data from the Entire Database or from a specific List.
   • If exporting from a specific list, users will have the option to export members based on Subscription and/or Confirmation.
10. Check the desired Export Fields to dictate which data points PostUp should include with the automated export.
11. Select to receive the export at a specific hour or on a specific day on a weekly or monthly basis.
12. Click on the radio button next to the selected delivery method.

13. The export file type and format relies on how the user selects to receive the member data:

    Attachment: PostUp will always zip the data into groups of 5,000 lines. For example, if a user exports 10,000 lines, the user will receive two email messages.

    Web Download: PostUp will always zip the export file.

14. Select the Field Delimiter from the dropdown menu.
15. [Optional] Enter an email address into the On Error field to receive a notification if the export fails.
16. [Optional] Enter an email address into the On Completion field to receive a notification when the export completes.
17. Click Save.

Managing Automated Exports

1. Once logged in, click on the Export tab.
2. Select from the following options to manage the site’s automated exports:
   • Enable/ Disable: Pause or start an automated export.
   • Edit: Make one or more changes to an existing export.
   • Delete: Remove any of the existing exports from the PostUp platform.