Audiences: Download as CSV

Overview

The Dynamic Audiences list builder allows users to create, manage, and activate shopper lists dynamically generated from CDP Shoppers. These lists facilitate targeted marketing and customer engagement efforts. All audience lists may also be exported out of the CDP. 

Scope

This article provides detailed information about the shopper data points available for download and instructions for exporting shopper lists as CSV files.

Note: This one-time download allows you to take an audience and use it for targeting outside of the Fullpath ecosystem. Once downloaded, the CSV file will not update dynamically with changes made in the system.

 Technical Eligibility

• Access to the Dynamic Audiences list builder is available to users with appropriate permissions (see Roles and Permissions section).
• Export functionality supports CSV file format compatible with common spreadsheet software.
• Shopper data exported includes comprehensive demographic, contact, and sales engagement details.

Roles and Permissions

To use the Dynamic Audiences list builder and download shopper data, users must have:  

• Access to shopper profiles/pages
• Permission to view and export shopper data  for CDP (edit or admin)

Navigation

Access the Dynamic Audiences list builder and related features via the following path:

1. Enter the Fullpath Dashboard
2. Click on Audiences (top bar navigation)
3. Scroll down to Dynamic Audiences

 https://dashboard.fullpath.com/shoppers/saved-filters 

How to Download Shopper Lists
 

1. Open the Dynamic Audiences page from the Dashboard.  

2. Select the desired audience list.  

3. Click the export button to the right of the audience list name   

4. The system generates and downloads the CSV file containing shopper data fields.

Important: This download is a static snapshot of your audience list at the time of export. The CSV file will not update dynamically if changes occur in the Fullpath system after download. Use this file for targeting outside of the Fullpath ecosystem.

Shopper Data Points Included in CSV Download

• Shopper ID
  • Description: Integer or string identifier for the shopper
  • Input: Integer or string
  • Example: 123456 or "abc123"
• Name
  • Description: Full name as a single string
  • Input: String
  • Example: "John A. Smith"
• First Name
  • Description: Shopper’s first name
  • Input: String
  • Example: "John"
• Middle Name
  • Description: Shopper’s middle name, may be empty
  • Input: String (optional)
  • Example: "A." or ""
• Last Name
  • Description: Shopper’s last name
  • Input: String
  • Example: "Smith"
• Email
  • Description: Shopper’s email address
  • Input: Valid email string
  • Example: user@example.com
• Contact by Email
  • Description: Indicates whether shopper consents to be contacted by email
  • Input: "Yes" or "No"
  • Example: "Yes"
• Cell Phone
  • Description: Shopper’s cell phone number
  • Input: Phone number string
  • Example: "+1-555-123-4567"
• Home Phone
  • Description: Shopper’s home phone number
  • Input: Phone number string
  • Example: "+1-555-987-6543"
• Work Phone
  • Description: Shopper’s work phone number
  • Input: Phone number string
  • Example: "+1-555-222-3333"
• Phone Number to Text
  • Description: Phone number where shopper consents to receive text messages
  • Input: Phone number string
  • Example: "+1-555-123-9999"
  • If the Shopper does NOT consent to receive SMS, this field will be left empty ( - )
• Address
  • Description: Shopper’s full postal address as a single string
  • Input: String
  • Example: "123 Main St, City, State ZIP"
• Salesperson
  • Description: Name of the salesperson associated with the shopper
  • Input: String
  • Example: "Jane Doe"
• Marketing Engagement Score
  • Description: Numeric score indicating shopper’s marketing engagement level
  • Input: Integer or float
  • Example: 75 or 75.5
• Loyalty Score
  • Description: Numeric score indicating shopper’s loyalty level
  • Input: Integer or float
  • Example: 88 or 88.2
• Last Marketing Touchpoint
  • Description: Description or date of the last marketing contact (An email was opened, SMS Click/ Reply, A website visit, A lead was submitted)
  • Input: String or date
  • Example: "2024-05-20" or "Email campaign June 2024"
• Total Reported Leads
  • Description: Total number of leads reported for the shopper
  • Input: Integer
  • Example: 3
• Last Lead
  • Description: Date or datetime of the most recent lead reported
  • Input: Date or datetime string
  • Example: "2024-06-01" or "2024-06-01 12:34:56"
• Total Sales
  • Description: Total number of sales completed with the shopper
  • Input: Integer
  • Example: 2
• Last Sale
  • Description: Date or datetime of the most recent sale
  • Input: Date or datetime string
  • Example: "2024-05-15" or "2024-05-15 09:00:00"
• Last Sold Vehicle
  • Description: Description of the vehicle associated with the last sale
  • Input: String
  • Example: "2023 Toyota Camry"
• Last Sale VIN
  • Description: Vehicle Identification Number for the last sold vehicle
  • Input: String
  • Example: "1HGCM82633A004352"
• Last Serviced Vehicle
  • Description: Description of the vehicle last serviced for the shopper
  • Input: String
  • Example: "2022 Honda Accord"
• Last Service VIN
  • Description: Vehicle Identification Number for the last serviced vehicle
  • Input: String
  • Example: "JH4KA9650MC003421"
• Shopper Page
  • Description: URL or string linking to the shopper’s profile page
  • Input: URL or string
  • Example: "https://example.com/shoppers/123456"

 Troubleshooting Tips

• CSV Not Downloading: Confirm your user permissions include data export rights; refresh the page and retry download.
• Partial or Missing Data in CSV: Verify shopper profiles have up-to-date fields; data availability depends on completed shopper profiles.
• Access Denied to Dynamic Audiences: Check role permissions or contact system administrator.
• Incorrect Formatting in CSV: Ensure CSV files are opened with appropriate encoding and delimiter settings in your spreadsheet software.