Global Upload

Import File

1. Go to System > Global Upload.

2. Click the + icon and go to Upload Contacts.

3. Select the file type from Text/CSV or Other. Note that the Other format only supports JSON.

4. Click Choose File and select a contact file to upload.

   Note:

   If you are using the application in a localized language other than English, ensure that the contact file is saved in UTF-8 encoding before uploading.

5. Select a File Template from the dropdown list.

Import text or CSV file:

1. Go to System > Global Upload.

2. Click the + icon and then select Global Upload Configuration.

3. Select a Source for the upload in the Import File section.

   1. Select New to configure a new file for global upload.

   2. Select Existing to update conditions to an existing file.

4. If the selected Source is New, select a File Delimiter from the dropdown list.

5. Select a File Type as Text/CSV. This is to upload contact from a flat file. The fields in the flat file can be separated by a comma, a tab, or a custom delimiter.

   Note:

   If you are using the application in a localized language other than English, save the contact file placed for upload in UTF-8 encoding.

6. If you are uploading from a file, select an upload file.

   Notes:

   • Ensure that the filename for upload starts with the same string. For example, if you receive files from a CRM on a regular basis and configure one named Contact.txt here, all files from the CRM should start with Contact. The CRM might add a timestamp or unique ID, like Contact_MMDDYYYY.txt or Contact_000001.txt. If a file matches the starting string, it will be uploaded.

   • If your contact file contains optional business fields, ensure that the file headers for these fields do not contain any special characters or start with a number. Additionally, if you use a custom delimiter, select the delimiter used in your upload file to separate data fields.

   Data Schema

   1. Go to the Data Schema. All fields in the template file are displayed in the dropdown list. Define the characteristics of each field.

   2. Select a Data Type from Float, String, Number, and DateTime.

   3. If the selected data type is DateTime, select a Format.

   Expression Builder

   1. Go to the Expression Builder and click CREATE NEW.

   2. Enter an Expression Name.

   3. Select a Function from the dropdown list. For functions such as Left, Right, Substring, and Replace, all Schema Fields, which are the header fields in your upload file, and System Fields are populated. You can select one of these options and then click Select.

   4. Click Settings next to Parameter 1. There are three parameters available for this expression. For functions like Left, Right, Substring, and Replace, all Schema Fields and System Fields are populated. Select one of these and click Select. For all other date, day, and time-related functions, you can select only Now.

   5. Click Settings next to Parameter 2. There are three parameters available for this expression. For functions like Left, Right, Substring, and Replace, all Schema Fields and System Fields are populated. Select one of these and click Select. For all other date, day, and time-related functions, you can select only Now.

   6. Click Settings next to Parameter 3. There are three parameters available for this expression. For functions like Left, Right, Substring, and Replace, all Schema Fields and System Fields are populated. Select one of these and click Select. For all other date, day, and time-related functions, you can select only Now.

   7. Click Save.

   Build Condition

   1. Go to the Build Condition tab. This tab displays the condition builder for a campaign and Profile. You can edit or delete the condition from the Action Menu.

   2. Click + Add Condition to create a new condition.

   3. Select a Campaign Name and a Profile Name from the dropdown menus.

   4. There are two ways to upload a file, which are controlled by a configuration:

      1. If the configuration set to True: Upload to multiple campaigns where a contact satisfies conditions for multiple campaigns.

      2. If the Configuration set to False: Upload to a single campaign where the contact is uploaded to the first campaign that matches the condition.

   5. To activate or deactivate an Advanced Builder, refer to the Advanced Condition Builder section.

   6. Click Upload.

Import file using API:

1. Select a Source for the upload.

2. Select New file to configure a new file for global upload.

3. Select Existing file to update conditions for an existing file.

4. If the selected Source is New, select a File Delimiter.

5. Select API as a File Type. If you are using the Global Upload API to upload contacts, select this option. This requires a template (data source) that contains the contact details. You can map the fields in the template file to the data schema, write conditions, and upload contacts.

6. Enter a Template Name. A template contains the input requirements as mandated by the API.

Import using JSON or Fixed Width:

1. Go to System > Global Upload.

2. Click + icon and then select Global Upload Configuration.

3. Select a Source for the upload in the Import File section.

4. Select New to configure a new file for global upload.

5. Select Existing to update conditions for an existing file.

6. If the selected Source is New, select a File Delimiter.

7. Select Other as a File Type and select an appropriate format from Fixed Width (formatted text files without headers) or JSON (default option).

   Note:

   If you are using the application in a language other than English, save the contact file for upload in UTF-8 encoding.

8. If you are uploading from a file, select an upload file.

   Notes:

   • Ensure that the filename for upload starts with the same string. For example, if you receive files from a CRM on a regular basis and configure one named Contact.txt here, all files from the CRM should start with Contact. The CRM might add a timestamp or unique ID, like Contact_MMDDYYYY.txt or Contact_000001.txt. If a file matches the starting string, it will be uploaded.

   • If your contact file contains optional business fields, ensure that the file headers for these fields do not contain any special characters or start with a number. Additionally, if you use a custom delimiter, select the delimiter used in your upload file to separate data fields.

Fixed Width

1. Select the intended TXT file, and the Fixed Width section appears.

2. The first row of data from the file is displayed on a character scale, allowing you to delimit the columns and define the headers for each one.

3. Click on the data row to mark the limits for each column. Each column can have a maximum of 128 characters. The first column is named Column 1, with subsequent columns numbered accordingly. The character range for each column starts from 1, and the endpoint of one column is the starting point for the next.

4. Enter the header for each column in the text box provided next to it.

   Note:

   Only TXT files without headers are recommended for upload. If a TXT file with a header is uploaded, the header is treated as a record, and any header mismatch is not reported in the Global Upload history. Errors can be found in the Error Log folder under the Global Upload path.

5. To delete a column, click Remove next to it and confirm in the Delete Confirmation pop-up that appears.

   Note:

   The last column cannot be deleted.

6. Click the APPLY button to save the changes. Once applied, the changes cannot be reverted. The column headers are now populated for data mapping in the subsequent fields. Go to the Field Mapping section to map the headers to the fields.

To build an Advanced Condition:

1. Activate the Advanced Builder switch.

   1. Enter an open bracket in the first cell and select an appropriate item from the dropdown list. Select a comparison option such as > (greater than), < (less than), = (equals), etc. This specifies the condition that the selected field must satisfy for the contact.

   2. Enter a value that the condition must meet for the contact to be searched and close the bracket.

   3. Click Add to add another condition.

   4. Click Save.

2. If the Advanced Builder is deactivated, follow these steps to build the condition:

   1. Select an appropriate item from the Fields dropdown.

   2. Select a comparison option such as > (greater than), < (less than), = (equals), etc. This specifies the condition that the selected field must satisfy for the contact.

   3. Enter a value that the condition should meet for the contact to be searched and close the bracket.

   4. Click the Add symbol to add another condition. Global Upload Configuration allows you to create multiple configurations to upload contacts from files. However, the starting string in a file name of one configuration cannot be used in another. For example, if you use Contact.txt as the filename for one configuration, you cannot use Contactxxyy.txt in another configuration.

   5. Click Save.

   6. The conditions determine which contacts from the file are uploaded to the selected campaign.

   7. The uploader processes the files whenever it finds one in the configured location. When the file containing contacts is processed for upload, four subfolders are created. The file names moved to these folders are prefixed with a date and time stamp:

      1. Error: Contains all the contacts that were not uploaded to Campaign Manager. The file is named <GUID>_YYYYMMDDTHHMMSS_filename, where GUID is the Global Upload ID allocated in the database to each upload file, YYYYMMDD is the date, T is the separator between date and time, HHMMSS is the time, followed by the filename.

      2. Failure: Contains files that could not be processed for upload.

      3. InProcess: Contains the live file being processed. After the process is complete, this folder should not hold any file.

      4. Success: Contains all the contacts that were uploaded to Campaign Manager. The file is named YYYYMMDDTHHMMSS_filename, where YYYYMMDD is the date, T is the separator between date and time, HHMMSS is the time, followed by the filename.

3. You can also use the Upload Contacts feature once you have successfully completed the Global Upload Configuration.