Exporting Segmented Mailings Manually

Apr 18, 2023

You can export segmented mailings manually or via the automated connector between Taxi and your ESP.


To export manually:

  1. Select export from your Mailing screen and follow the export prompts

  2. When you manually download HTML files
    Taxi will either create a HTML doc for every combination of segmented content in your mailing, or , if you have set up a connector, it will add segment rules within one HTML doc.

  3. Either format can be manually uploaded into your ESP



When you export with a connector using segmentation you get the HTML for all the segments plus the ESP scripting language. This is all exported in one HTML file.


e.g.


%%[IF Gender == 'Female' THEN ]%%

HTML for female

%%[ELSEIF Gender == 'Male' THEN]%%

HTML for male

%%[ENDIF]%%


The code above (the brackets and % signs) are linked to a specific connector. So they are only included when you use that connector. This example is Salesforce but a different connector would give you different looking code.

For example, Braze liquid, Adobe javascript or Responsys RPL.


When you're not using a connector, you can still use segmentation in the editor in the same way. The difference comes when you export as you don't get the ESP code included.


There are two options for exporting an email that uses segmentation without a connector.

  1. You can include all the segments in one HTML file. This will include all the HTML for all segments but won't include any ESP code which is what determines which people receive which content. This would need to be manually added in after Taxi.

  2. You can export one HTML file for each combination of segments. This means if you have a segment for male and female people when you export you'd get two HTML files, one for men and one for women.

Alternatively, depending on the set-up in the ESP you could have the segmentation done at the version level. So in this instance, you'd have a male and female version in Taxi and export them as two HTML files.