Within Bluecore, you can export audiences to other channels, including productized paid media channels (i.e. TikTok), non-productized paid media channels, (i.e. Snapchat), and CDPs (customer data platforms). You can export your Bluecore data to any platform via secure file transfer protocol (SFTP).

Now, export predictive scores and percentiles per shopper in your audience! This helps retailers to enhance customer data outside of Bluecore and deliver personalized relevant experiences wherever their shoppers are!

If you are looking to set up an audience export, and it does not involve predictive scores, please refer to this article.

NOTE: Audience exports (output includes emails and/or phone numbers) are paid add-ons per integration. Predictive scores are a separate, additional paid add-on for audience exports. Please contact your Customer Success Manager to upgrade.

NOTE: Only percentile scores for non-category affinity predictive models can be exported through the UI. For category affinity predictive scores (brand affinity, product affinity, etc.), please contact your Customer Success Manager.

USE CASES

Audience exports with predictive scores can be sent to destinations such as CDPs and CDWs, for more refined audience segmentation within the receiving platform, to support use cases such as:

Segmentation of paid media audiences (e.g. define Top 30% Discount Affinity by Bluecore predictive scores in CDP)
Segmentation of direct mail audiences (e.g. send restock campaign to shoppers with Top 50% PCLV)
Segmentation of audiences for non-Bluecore email and SMS (e.g. refine batch email audiences in non-Bluecore platform with restriction to Top 40% Likelihood to Click, as estimated by Bluecore)

Note that all predictive scores are exported as a percentile, as measured against the entire customer list for which the underlying data is available. For example, if you select ‘Likelihood to Convert’, the output for shopper x@bluecore.com may be 0.99, which indicates that they are in the 99th percentile of likelihood to convert, as compared to every shopper which Bluecore has on file and tracked with recent data on the website.

CREATE A CUSTOM INTEGRATION

When creating a custom integration, Bluecore recommends using a service account for SFTP access instead of a personal account.

Using a personal account may cause the SFTP integration to fail if changes are made to the account, like password updates.

1. Navigate in Bluecore to the Data > Integrations page.

2. Click New Integration.

3. Click Custom Integration to configure your data export.

4. Click the General tab.

5. On the Settings subtab, configure the following:

Vendor Name: Name of the vendor the data is being exported to (e.g., Bluecore SFTP, Pinterest, Twilio, etc.)

6. On the Definitions subtab, select the following:

Definitions: Select the attributes (including phone numbers) you want to make available for export. Once these fields are selected in the integration, they become available in the export configuration process below.
- NOTE: To export the percentile scores for predictive models, select fields for required models.

7. Navigate to the Authentication tab in the left-hand column and configure the following destination settings:

Host: Configure the host to triggermail.files.com if you are sending to the Bluecore SFTP.
Username and Password: These are the credentials for your SFTP host. Please use your credentials that are configured with the SFTP. If you’re using the Bluecore SFTP, please enter your Bluecore SFTP credentials.

8. Navigate to the Campaign in the left-hand column.

9. Complete the File Settings section to ensure that the information is sent and received in the expected format.

Note: To export the file to Bluecore's Files.com instance, the directory should include the client's folder name (usually the Namespace) and the directory path. For example: /clientNamespace/audience_exports.

To export the file to a non-Bluecore hosted file share, use the necessary directory path. For example: /exports/audience_exports.

TIP: If the directory doesn’t exist, a new one will be created.

These values are just to set default configuration and it can be updated when creating/editing the campaign.
Typical defaults are Character Encoding:
- UTF-8
- Row Delimiter: Windows

10. Click Save in the lower right-hand corner.

11. Navigate back to the Authentication subtab.

12. Refresh this page.

13. Click Connect to validate the connection.

14. Click Save to save the configuration information for the data export.

CREATE AN AUDIENCE EXPORT CAMPAIGN

Once the custom integration is set up, you can use it to export data.

1. Navigate to the flag icon on the left-hand navigation.

2. Under Communicate, select either Automated Campaigns or One-Time Campaign.

4. Click New in the upper right-hand corner.

5. Then, click Create New Campaign.

6. Select email or phone number audience exports.

7. Click Next.

FILL OUT AUDIENCE EXPORT CAMPAIGN DETAILS

1. Enter a Campaign Name.

2. Select the Audience to target.

3. Configure the Schedule.

TIP: If you need to run the export now, select immediate.

4. Select the Data Export Integration that you previously created above.

5. Click Save and Continue.

6. Configure the Export. Click Save and Continue.

7. The summary tab displays. In the campaign settings configuration, confirm the SFTP and file settings.

8. Click Save & Launch Campaign to launch the audience export with predictive scores.