Data Studio

• Data Studio Overview

  Data Studio is Act-On's raw-data export tool. It lets you pull the behavioural and profile data Act-On already collects, on your own schedule, and deliver it to a spreadsheet or to a storage location your team already uses. If you've ever wanted to mix Act-On data with data from another system, or build a custom dashboard, Data Studio is the way to get the data out cleanly. Why this matters: Ac...

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• Creating Exports in Data Studio

  Creating an export is how you turn a question ("who opened every email last quarter?") into a repeatable data file. Data Studio walks you through the decisions in a seven-step wizard, and once the export is saved you can run it on demand or let it run on a schedule. This article covers every step of the wizard end to end. Who does this: Act-On user on an Enterprise account or with the Data Stu...

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• Configuring Destinations for Data Studio Exports

  A destination is where Data Studio delivers a finished export. By default, exports are available as a downloadable file in Act-On. If you want the data to land in a team storage location without anyone having to log in and fetch it, you need to add that location as a destination first. Once added, destinations appear as options whenever you set up an export or package. Who does this: Act-On ad...

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• Choosing Actions for Data Studio Exports

  Every Data Studio export is built around a data set and the actions associated with that data set. In Step 2 of the export wizard, you choose which actions to include. Each data set has its own list, and which actions you pick decides what rows end up in the final file. This article is the reference for every available action, per data set, with definitions. Why this matters: Picking the wrong ...

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• Merging Data and Exports in Data Studio

  A package groups two or more exports into a single delivery. You can send them as separate CSVs inside a ZIP, or combine them into one merged CSV joined on shared fields. Packages are how you turn several small exports into one consolidated file that a recipient or downstream tool can open in one step. Who does this: Act-On user with Data Studio and existing exports to combine Time needed: 5 ...

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• Data Studio - Export from a Template

  A template is a pre-configured export definition. Instead of starting from a blank wizard and picking every data set, action, field, and filter yourself, you pick a template that already reflects a common use case and tweak the parts that matter for your account. It's the fastest way to get a working export in Data Studio when you don't need anything custom. Who does this: Any Act-On user with...

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• Data Studio FAQs

  Quick answers to the questions that come up most often when setting up or running Data Studio exports. The page is grouped into three sections: definitions of specific fields and options, questions about datasets and what they pull, and questions about generating and scheduling exports. Expand any question to see the answer. Why this matters: Data Studio has a lot of moving parts (datasets, act...

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