Adding & Updating Profiles

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.

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.

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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) 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. Follow the MSISDN format, for example: 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 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 will not subscribe these Profiles to the communication 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.Take a look at the File Import Report to learn more about the results of your import!

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