Customer segment CSV export

A guide to exporting your customer segments to CSV

Lexer Activate allows you to send your customer segments to 20+ integrations. If an integration with your chosen martech platform does not exist, you can also download segments as CSV files - direct to your browser. In this article, we’re going to guide you through configuring and downloading a CSV file.

What is a CSV file?

CSV stands for comma-separated value file, which allows data to be saved in a tabular format. CSV is a common data format and can be used for custom analysis or to import customer records into other platforms for activation. CSV files exported from Activate will create a column for each attribute you include in the file.

Configuring your CSV export

You can configure and download your CSV file through Lexer Activate:

  1. Click Activate New Audience
  2. Select CSV Export
  3. Add your Segment
  4. Update the audience name (if necessary)
  5. Select the Attributes to download as columns in your CSV file
  6. Agree to terms, and click Download CSV
When you go to activate an audience, default attributes will be preselected in your list. You can change your default attributes in Integrate - read on for more information on how to do this.

Enabling CSV exports

Your company’s Lexer account will have the CSV download ability enabled if your team has expressed interest in using this feature. Contact Lexer Support if you would like to enable this feature for your team. Enabling CSV Exports requires you to:

  1. Select the CSV Export tile
  2. Toggle ‘Enable CSV Exports?’ and specify default attributes
  3. Click Save Integration

Okay I’ve created my CSV export, what next?

You can observe the status of your CSV export by opening the activation detail column from Recent Activations. Once your CSV file is ready, you’ll receive a notification in the Hub (the bell icon) and via email (if you have selected this option). Either of these notifications will take you to Activate where you can download the CSV file.

November 14, 2022
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