Export segments to Autopilot (preview)
[This article is prerelease documentation and is subject to change.]
Export segments of unified customer profiles to Autopilot and use them for email marketing in Autopilot.
Prerequisites for a connection
- An Autopilot account and corresponding administrator credentials.
- An Autopilot API key
- Configured segments.
- Unified customer profiles in the exported segments contain a field representing an email address.
Known limitations
- Up up to 100,000 customer profiles per export to Autopilot, which can take up to a few hours to complete. The number of customer profiles that you can export to Autopilot depends on your contract with Autopilot.
- Segments only.
Set up connection to Autopilot
You must be an administrator in Customer Insights - Data to add a connection.
Go to Settings > Connections.
Select Add connection and choose Autopilot.
Give your connection a recognizable name in the Display name field. The name and the type of the connection describe this connection. We recommend choosing a name that explains the purpose and target of the connection.
Choose who can use this connection. By default, it's only administrators. For more information, see Allow contributors to use a connection for exports.
Enter your Autopilot API key.
Review the data privacy and compliance and select I agree.
Select Connect to initialize the connection.
Select Add yourself as export user and provide your Dynamics 365 Customer Insights - Data credentials.
Select Save to complete the connection.
Configure an export
To configure this export, you must have permission for this connection type.
Go to Data > Exports.
Select Add export.
In the Connection for export field, choose a connection from the Autopilot section. Contact an administrator if no connection is available.
Enter a name for the export.
In the Data matching section, in the Email field, select the field that represents a customer's email address.
Optionally, export other fields such as First name and Last name.
Select the segments you want to export adhering to the known limitations.
Select Save.
Saving an export doesn't run the export immediately. The export runs with every scheduled refresh. You can also export data on demand.