Export customer profiles

  • Updated
The terms audiences and segments are interchangeable. Optimizely has updated all segments to audiences in the Audiences page and is currently working on updating the UI in other pages. See Understand audiences to get information on audiences. 

You can export customer information by customer profile, list, or audience in CSV or JSON formats.

Export a single profile

You must have the PII Viewer role to use the following features. See Manage PII in ODP for information.
  1. Go to Customers > Profiles.

  2. Use the search bar in the Customer Profiles section to locate the customer.

    export-profile-1.png

  3. Click the Export icon and choose the information you wish to include.

    export-profile-2.png

  4. Click Export to confirm your selection and download the file.

Export a list of profiles

  1. Go to Customers > Profiles.

  2. Use the search bar to locate and select the desired list.

    export-list-1.png

  3. Click the Export icon and choose the information you wish to include.

    export-list-2.png

  4. Click Export to confirm your selection and download the file.

Export a segment of profiles

  1. Go to Customers > Profiles > + Segment.

  2. Use the search bar to locate the desired audience.

    export-segment-1.png

  3. Click the audience and then click Apply.

  4. Click the Export icon and choose the information you want to include.

    export-segment-2.png

  5. Click Export to confirm your selection and download the file.