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October 26, 2022
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Upload a CSV (Database of clients)

  • October 26, 2022
  • 1 reply
  • 1228 views

Hello! how are they? I am new to using the platform and I cannot find where I can upload a database (csv file) to be able to use it as an audience in mailing. Is there a step by step that can help me?

 

Hola! cómo están? Soy nueva utilizando la plataforma y no encuentro en donde puedo subir una base de datos (archivo csv) para poder utilizarla como audiencia en mailing. Hay algún paso a paso que pueda ayudarme?

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Best answer by Anuhya-Y

@biancaferrari 

This can be achieved in 4 steps. Create a profile enabled schema (choose primary identity which is suitable according to your business use case) and load csv file into the profile enabled dataset. After these 2 steps profiles will be created in the system. Next build segment to filter the required profiles and use the same segment in read the segment  of the journey . Check out the documentation links below

 

Create schema : https://experienceleague.adobe.com/docs/journey-optimizer/using/data-management/get-started-schemas.html?lang=en

Create dataset from CSV file: https://experienceleague.adobe.com/docs/journey-optimizer/using/data-management/datasets/get-started-datasets.html?lang=en

Build the segment : https://experienceleague.adobe.com/docs/journey-optimizer/using/segment/segments/creating-a-segment.html?lang=en

Read segment in journey : https://experienceleague.adobe.com/docs/journey-optimizer/using/orchestrate-journeys/about-journey-building/read-segment.html?lang=en

1 reply

Anuhya-Y
Community Advisor
Anuhya-YCommunity AdvisorAccepted solution
Community Advisor
October 26, 2022

@biancaferrari 

This can be achieved in 4 steps. Create a profile enabled schema (choose primary identity which is suitable according to your business use case) and load csv file into the profile enabled dataset. After these 2 steps profiles will be created in the system. Next build segment to filter the required profiles and use the same segment in read the segment  of the journey . Check out the documentation links below

 

Create schema : https://experienceleague.adobe.com/docs/journey-optimizer/using/data-management/get-started-schemas.html?lang=en

Create dataset from CSV file: https://experienceleague.adobe.com/docs/journey-optimizer/using/data-management/datasets/get-started-datasets.html?lang=en

Build the segment : https://experienceleague.adobe.com/docs/journey-optimizer/using/segment/segments/creating-a-segment.html?lang=en

Read segment in journey : https://experienceleague.adobe.com/docs/journey-optimizer/using/orchestrate-journeys/about-journey-building/read-segment.html?lang=en