Bulk Import Personas

importing personas via file upload can be used for bulk adding customers from another loyalty or marketing provider filling in missing customers or their data that was not provided by your integrated pos or other data connections segmenting specific customers into an audience customers added via file upload automatically have an audience generated for them bulk adjusting data, such as loyalty signup dates, sms/email opt in statuses, and loyalty points how to import personas navigate to customers > personas and click add (+) click the button "bulk import personas" here you can see which column headers you can use in your file ideally use a csv file and it should be only 1 tab you can find our templates below, or use our file mapping to make sure the data in the columns are correctly lining up with your intended mapping the explicit sms opt out column must be set to true to opt a persona out of receiving text messages nice to have column containing sms opt out date which would be mapped to explicit sms opt out click upload file once uploaded, you will see an indication via a checkmark of which column headers were successfully included in this upload you will also see a confirmation of the filename that was upload and have the ability to remove the file click next map the file allows you to choose which column headers map to which, or you can ignore certain data make any necessary edits and click next optionally opt in personas to email/sms accept the terms (required) click import personas how to see import history in order to see import history, or previous files you've uploaded navigate to customers > personas click on the more ( ) icon in the top right corner of the personas table click on "view import history" to re download the csv or view the file import as an audience navigate to "view import history" click on a file (row) in the table click on the more ( ) icon click on "download csv" or "view audience" import persona templates import customers from a previous loyalty or marketing provider set sms opt in and opt out statuses in this example sample file jane\@company com is currently opted in, and we need them opted out the column explicit sms opt out must be true john\@company com and mburns\@company com are currently in aiq, but are not opted in we will use the opt in sms column and ignore the explicit sms opt out column make sure you have consent before opting in customers only the personas in the file will have their opt in statuses affected by the upload adding or subtracting loyalty points the points column indicates points to be added or subtracted from a persona's balance this does not set their total balance to the value provided in this example sample file 200 points will be subtracted from john\@company com's balance 50 points will be added to jane\@company com 's balance mburns\@company com remains unaffected set customer type (veteran, police, locals, etc ) in this example sample file the column mapping customer type is designated specifically for medical and recreational statuses custom attribute is used for any other attribute veteran or police in this case; set these to true if you want to add the custom attribute to the persona faqs how do i ensure i'm not creating duplicate personas on upload? we match on phone or email, so a phone or email must be included in your file upload to address duplicate personas how long do persona imports take to make changes? imports take 24 hours to process file deletions also take 24 hours to process generated audiences are not populated for the 24 hours does the points column in my spreadsheet add/subtract points to the persona's balance or does it set the balance to the number in the spreadsheet? it adds/subtracts points it does not set the total balance if a retailer uploads a list of customer data and the data for that customer is different than whats getting pulled in from the pos, would the manual upload override the pos data? the first data we see on the platform is the one that wins out manual upload will not override do i need to add a "loyalty status\ true/false" column? you can add a “loyalty” column, but it’s not needed since the system will auto enroll any profile that is having points added to it