1.0 - Importing or Exporting Workflows or Customer Lists - Vantage Customer Experience

Vantage Customer Experience User Guide

prodname
Vantage Customer Experience
vrm_release
1.0
category
User Guide
featnum
B035-3800-099K

Import workflows that were exported from other environments or organizations.

It's important to understand the handling of node information when you export or import workflows or customer lists. See Handling Node Information During Workflow or Customer List Import/Export.

  1. Begin importing or exporting a workflow or customer list by doing one the following:
    Option Action
    Import or export a workflow Select "" > Data preparation > Workflows.
    Import or export a customer list Select "" > Customer list.
  2. Choose one of the following:
    Option Action
    Import one or more workflows
    1. Click IMPORT.
    2. BROWSE to the location of the workflow file, then click IMPORT WORKFLOW.
    Import one or more customer lists
    1. Click IMPORT.
    2. BROWSE to the location of the workflow file, then click IMPORT CUSTOMER LIST.
    Export one or more workflows

    Select the workflows in the list you want to export, then click EXPORT.

    The files are downloaded to your default download path. The files include a timestamp.

    Export one or more customer lists

    Select the customer lists in the list you want to export, then click EXPORT.

    The files are downloaded to your default download path. The files include a timestamp.