After creating your segment in Campaign Manager, you can then turn it into a campaign.
Click on the segment result record number that you wish to use:
Then click on "Create Campaign Now":
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The numbered Bus Stops will guide you through the creation process.
Step 1: About
Here you set up the basics of your campaign: The name, how it'll send and a category it belongs to. You can also see the segment name and result ID that was used. Here we've selected to create a Download.
Step 2: Download
Here you can download the data in your segment.
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You can choose whether to have a password or not by checking the "Require password to open" box. A password will be randomly generated for you by the system, but you can also put in your own.
Please note: You may need to download an advanced tool in order to extract password-protected files on a Windows PC.
FAQs:
Q. My CSV has more records in it than my segment did. Why is this?
When a CSV Download Campaign is generated, the campaign forces the segment to re-run so it has the latest list of students. Any alterations to the segment will be included in this updated list. However, once the campaign is generated, it becomes a static list which means you can compare results across different time periods.
Q. How many student records can I download at once?
A. CSV Downloads are capped at 50,000 records. This is to ensure the download processes quickly.
Q. There's loads of courses listed in the Student's course and subject of interest. How can I tell which is the most recent?
A. Multiple courses and subjects of interest are separated by a pipe character (|), and are shown with the least recent on the left.
For example, the below student said they were firstly interested in the Pure Blues course, which has the Music & Dance subject. They then decided they were interested in Nutrition instead, which is a Sciences subject, so the download for that student looks like this: