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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);

1. Creating the stream.
2. Specifying the stream output.
3. Selecting the fields.
4. Specifying the criteria.

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Creating the stream

At their most fundamental, 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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1. Click in the Streams area of the screen.
2. Click on the New button.
3. Enter the Name for the stream.
4. Select the marketing company the data is to be supplied to (Optional).
5. Enter some notes against the stream to identify its purpose (Optional).
6. Click on OK.

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Specifying the stream output

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1. From the stream dialogue box click on the Output tab.
2. Click on the pop up button and select either Clients and Prospects or All entities.
3. Click on the pop up button against format
4. Select either CSV or Excel.
5. Enter a name for the output file.
6. Click on the OK button.

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Selecting the fields

When you are doing either a CSV or Excel campaign you have to pick the fields that will be extracted.

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1. Click on the field that you want to extract. When a field description has the word entity.
2. Click on the >> button to move the field into the selected fields.

NOTE

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

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. /wiki/spaces/TFSKB/pages/48857298.

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Running the Stream

When you have entered the criteria click on the Run Stream button (Shown below)

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You will then be taken to the Review Entitites for Marketing screen.

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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 Image Modified

You can deselect all the entities by clicking on the Image Modified button.

You can ensure all records are selected by clicking on the Image Modified button.

When you are satisfied with the records that will output click on the Image Modifiedbutton.