File Import Wizard

The File Import Wizard is one of the ways you can add profiles into your Audience. With it you can import a file containing profile data that you have previously gathered with consent. You may add, update, delete or unsubscribe the profiles contained in the file.

Have you created a Consent list and Topics yet? This is necessary in order to import profiles, since they must be imported into a Topic in an existing Consent list. Jump to Consent lists and Topics...

Click on the Add a New Profile button on the Profiles tab in Audience to begin the File Import Wizard.

Adding & Updating Profiles

How to Add and Update Profiles

You can enter the File Import Wizard either by clicking Import Profiles on the Profiles tab in Audience:

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Or by clicking Add a New Profile anywhere in Audience:

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Import Type

1. Click Add & Update on the first step of the wizard.

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To Add means to import a file containing profiles that do not exist in your APSIS One Audience, and to Update is to import a file containing new or additional information on profiles that already exist in your APSIS One Audience. Whether you will be adding new profiles, updating existing ones, or both, depends on the contents of the file you import.

 


 

Import File

1. Click on Choose file and select the file from your computer. We support CSV files up to 10MB and XLS/XLSX files up to 3MB. The file must be encoded as UTF-8, UTF-16, UTF-32, ISO-8859-1, EUC-KR or GB18030.

A regular file set to show as columns will look roughly like this:

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By choosing a file to import, you guarantee that you have collected the information in the file with consent, and that all individuals have chosen to opt-in for your communications.

The maximum file size for imports is 10MB.

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The file may contain as many fields as you find necessary. The first row in the file must be the type of data, and the following rows must contain the data.

Have in mind that the formatting of the values for attributes in your file must be correct in order for APSIS One to recognise the data.

The date format for birth dates currently supported is ISO-8601 (YYYY-MM-DD, YYYY/MM/DD, DD/MM/YYYY, DD.MM.YYYY) and you must pay attention that the cells containing the dates are set to have "text" as type.

Also, make sure the phone numbers contain the country code and phone number in the same column, with no spaces or zeros at the start. The country code is mandatory. For example: +460793699558, +46793699558, 460793699558, 46793699558.

 

2. Click Next after choosing your file.

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Consent list & Topics

1. Choose which communication channels are present in the list you're importing.

If you have consent for SMS communications, tick the SMS box. For Email communications, tick the Email box. You may skip this step if you don't want to add the profiles into a Consent list.

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  Do you have consent?

If you intend to add profiles into a topic in a consent list, you must make sure that you indeed have their consent for those communication channels.

If you don't have their consent or if your file contains profiles who decided to opt-out, do not tick the Re-subscribe profiles who have opted out from topic box.

On the other hand, if your file contains profiles who have unsubscribed from the topic, but you have their permission to resubscribe them, tick the box. Note that, as of today, it is only possible to resubscribe profiles to a topic but not to an entire section (all consent lists and topics).

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2. Expand the select Consent list drop-down menu and choose a list, then hover over it and click on the Topics you wish to subscribe profiles to. The Topics chosen will have a green dot next to their name.

If you wish to remove a Topic, simply click on it again.

Consent lists and Topics must be created in advance. Read more about Consent lists and Topics...

 

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3. Click Next to add the profiles to a Consent list. If you don't want to add these profiles into a Consent list, click Skip instead.

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Mapping

Let's make sure all the information in the file gets imported into APSIS One by matching the data fields with profile properties.

Begin by taking a look at your file separately; it might also help to look into your account's data sections and go through your profile attributes and tags settings.

 

1. Choose a key column from the drop-down menu.

Key Columns are those which contain the data that you will be identifying or creating the profiles with.

If you clicked Skip in the previous step, this does not necessarily mean that these profiles have provided their consent for you to communicate with them through those channels, but rather it serves as an identifying factor. Choose between CRM-Id, Mobile or Email, depending on the data in your file.

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2. If you did choose a channel and a consent list and topic, choose a channel consent column from the drop down menu, to match a column from your file with an APSIS One consent channel.

The Channel Consent column will show the channel or channels that you chose on the previous step. Here you will map out Email address or phone number the profiles provided with their consent with their corresponding profile attributes in APSIS One.

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3. Click the drop-down menu under Attribute and select the attribute that matches the data from your file's column. The wizard will auto-detect the columns and their names. Match your columns with the right profile properties.

APSIS One has both default and custom attributes. If you can't find a default attribute to match your profile properties with, click Add New Attribute. Then, enter a name and select a type.

When ready, click Save and map it to your profile properties. 

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4. Once you're done, click Next.

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Import Options

1. Tick the corresponding boxes to implement different rules to the logic of your file import in the case of duplicates, empty fields, existing lists and Topics.

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These are the options:

Update profile data

Tick this box if you want the profile data imported to overwrite data on existing profiles in APSIS One. This would only affect the existing information, so if the file contains data that the existing profile doesn't, it will add it into the profile. If left unticked, there will be profile duplicates with different data.

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Reset profile attributes

If your file does not contain information that exists in a profile in your present Audience, this option will erase the information in the platform that is not present in the file. This option allows users to bulk erase data from profiles existing in Audience while, at the same time, updating the information on new and existing profiles.

If you don't what to erase conflicting fields, simply do not tick this option. Conflicting fields will be ignored.

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Tagging Profiles

Time to tag your profiles!

You have two options when it comes to tagging profiles with the File Import Wizard:

You can tag all profiles with one or more tags, or you can choose a column from your file that contains one or more values that can be imported as tags.

Note that you must choose a column that contains the tags you want to add to the profiles, and not profile attributes. The values must not be unique to each profile. Rather, tags are used to group and identify profiles. These should be used sensibly, with values that you will be using in the future. For example: "VIP", "Internal", "EME 2017"...

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 About Tags

Tags are internal markers that can be manually applied to profiles. In the File Import Wizard you have the option to tag the profiles you import so that later you can locate them easily.

Another advantage is to tag the profiles in order to create a segment for your next sending, although in the Send to step of both Email and SMS tool you can also filter the recipients by tag. Some businesses may have recurrent imports to match their internal data systems, and tagging the profiles in this Wizard will simplify the task of communicating with the right audience. Read more about segmentation...

 

Tag Profiles

1. Click on the Select tag drop-down menu to Tag the profiles created as a result of the import, so that they can be easily found in the future.

To create a new tag, click Create new tag, add your tag text and click Save.

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Tag Profiles with Column Value

1. Expand the Specify column drop-down menu and choose the column from your file that contains the values for tagging each profile.

You may tag profiles with multiple values, as long as they're separated with commas (ie "Golf, Hockey").

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To choose multiple columns, click Add more columns and repeat the process described above.

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Done tagging?

Click Next.

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Overview

1. Take a last look at your file import. Make sure that you chose the correct Consent list, channel, import options, etc.

If you need to modify anything, you are free to track back to any step on the left side navigation.

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2. Have you double checked everything? Once you click Import, the changes cannot be undone.

Please allow at least (10) minutes after a file import before proceeding with any APSIS One activities. Profiles take time to be created in your Audience and they may not be available right after an import.

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3. When you're ready, click Import. Click Cancel to quit the File Import Wizard.

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4. Once you click Import, you will see the File Import Report.

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Unsubscribing Profiles

How to Unsubscribe Profiles

You can enter the File Import Wizard by clicking Add a New Profile on the Profiles tab in Audience.

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Import type

1. Click on Unsubscribe on the first step of the wizard.

To Unsubscribe the profiles in your file means to remove them from one or more lists and Topics they have subscribed to.

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Import File

1. Click on Choose file and select the file from your computer. The file must be in CSV format.

The maximum file size for imports is 10MB.

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The file must contain the channel data in order to unsubscribe the profiles, regardless of what other fields there are in the file. The channel data is an Email, phone number or CRM ID.

 


 

Mapping

1. Choose a key column from the drop-down menu to match with profile properties.

Key Columns are those which contain the data that you will be identifying the profiles with. Choose between CRM-Id, Mobile or Email.

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2. Click on the attributes drop down menu to select an attribute to match your key column.

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3. Done? Click Next.

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Overview

1. Take a last look at your file import. Make sure that you chose the correct Consent lists and Topics to unsubscribe the profiles from.

If you need to modify anything, you are free to track back to any step on the left side navigation.

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2. Have you double checked everything? Once you click Unsubscribe, the changes cannot be undone.

When you're ready, click Unsubscribe. Click Cancel to quit the File Import Wizard.

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Locking Profiles

How to Lock Profiles

You can enter the File Import Wizard by clicking Add a New Profile on the Profiles tab in Audience.

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Import type

1. Click on Lock on the first step of the wizard. Note that this is the same action that can be performed on each individual profile, under GDPR Options. Read more about profiles...

Locking profiles will delete all the data you've gathered into the profiles you import in the file. This will also unsubscribe them from all communications they've subscribed to in any point in time.

Deleting a profile is permanent. Moreover, if the same person with the same email or phone number attempts to opt-in again, APSIS One will block the attempt and they will not be able to opt-in again to your communications. You will not be able to import the profile with the same email address or phone number either.

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Import File

1. Click on Choose file and select the file from your computer. The file must be in .CSV format.

The maximum file size for imports is 10MB.

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The file must contain the channel data in order to delete the profile, regardless of what other fields there are in the file.

 


 

Mapping

1. Choose a key column from the drop-down menu to match with profile properties.

Key Columns are those which contain the data that you will be identifying the profiles with. Choose between CRM-Id, Mobile or Email.

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2. Click on the attributes drop down menu to select an attribute to match your key column.

 

 

3. Done? Click Next.

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Overview

1. Take a last look at your file import. The number of profiles about to be locked will show up in the warning, so make sure that number matches the number of profiles in your file before you confirm.

If you need to modify anything, you are free to track back to any step on the left side navigation.

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2. Have you double checked everything? Once you click Delete, the changes cannot be undone.

When you're ready, click Delete. Click Cancel to quit the File Import Wizard.

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