This document shows you how to create an extract of entity data from your TFS database. It assumes that you have created the campaign.
The steps to run a campaign are (Click on the relevant step to jump to that section);
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At their most fundamental, Streams streams describe a set of criteria or fields and the output format to be used when processing a marketing campaign. Streams are useful because one campaign may have different outputs. You would create a different stream for each campaign output.
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When you are doing either a CSV or Excel campaign you have to pick the fields that will be selectedextracted.
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- Click on the field that you want to extract. When a field description has the word entity.
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- Click on the >> button to move the field into the selected fields.
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The << button will move the highlighted Selected Field back to the Available Fields column and the X will move back ALL the Selected Fields back to the Available Fields,
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Criteria Selection
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When you have defined the fields that you want to extract you can then define the criteria for the entities that you wish to extract. Refer to this article for more detail on specifying criteria. /wiki/spaces/TFSKB/pages/48857298.
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When you have entered the criteria click on the Run Stream button (Shown below)
You will then be taken to the Review Entitites for Marketing screen.
This screen shows you all of the entities that will be extracted.
You can deselect and select any single line by double clicking on the tick
You can deselect all the entities by clicking on the button.
You can ensure all records are selected by clicking on the button.
When you are satisfied with the records that will output click on the button.
When you do this you will see the following