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Level 4
May 16, 2022
Solved

Import users to Service from CSV. Need to create Profiles first?

  • May 16, 2022
  • 2 replies
  • 1726 views

I have a CSV file of email addresses that I want to import into Campaign.  I've setup a Workflow to import users from this CSV, but it seems like it won't actually subscribe anyone to the Service unless they already have a Profile in our Campaign account. Do I need to import them first as Profiles, then run the Workflow to subscribe them to the service?  Where do you Import users as Profiles if not through a Workflow?  

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Best answer by bisswang

the subscription indeed only works for profiles in the Campaign database.

So for importing new users, you first need to create the profile and afterwards you can assign it to the service

2 replies

Craig_Thonis
Adobe Employee
Adobe Employee
May 17, 2022

Hello,

 

Please take a look at the documentation below that details how to add profiles and subscribe them to a service.

Subscription Services:
https://experienceleague.adobe.com/docs/campaign-standard/using/managing-processes-and-data/data-management-activities/subscription-services.html?lang=en

 

And if you are looking for other methods of creating/importing profiles take a look at the documentation below.

Methods for creating profiles:
https://experienceleague.adobe.com/docs/campaign-standard/using/profiles-and-audiences/managing-profiles/creating-profiles.html

 

Level 4
May 17, 2022

Thank you!  This was actually the documentation I was following already:  https://experienceleague.adobe.com/docs/campaign-standard/using/managing-processes-and-data/data-management-activities/subscription-services.html?lang=en

 

The part I'm unclear about is whether or not this process will only work for Profiles that already exist in our Campaign database?  Will this process create new profiles, then subscribe them to the service?

 

So far I've only been able to get it to work on email addresses that already have a Profile setup in Campaign.  

bisswangAdobe EmployeeAccepted solution
Adobe Employee
May 18, 2022

the subscription indeed only works for profiles in the Campaign database.

So for importing new users, you first need to create the profile and afterwards you can assign it to the service

Level 2
May 23, 2022

Is creating a new 'Workflow' (Resources -> Templates -> Workflow Templates) the only way to bulk import Profiles?  Will an 'Import Template' also work?  

 

It seems like I don't have the proper credentials to create a Workflow Template or Import Template.  I don't have a 'Create' button. Is there a specific access level needed to create these templates? I'm pretty sure I'm an administrator so I'm surprised I can't create templates.  

Sukrity_Wadhwa
Community Manager
Community Manager
June 15, 2022

Hi @craig_thonis & @bisswang,

Can one of you please help @user01245 with their query?

Thanks!

Sukrity Wadhwa