Expand my Community achievements bar.

Join us on September 25th for a must-attend webinar featuring Adobe Experience Maker winner Anish Raul. Discover how leading enterprises are adopting AI into their workflows securely, responsibly, and at scale.

Mark Solution

This conversation has been locked due to inactivity. Please create a new post.

SOLVED

Upload a CSV (Database of clients)

Avatar

Level 1

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?

1 Accepted Solution

Avatar

Correct answer by
Community Advisor

@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....

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

Build the segment : https://experienceleague.adobe.com/docs/journey-optimizer/using/segment/segments/creating-a-segment....

Read segment in journey : https://experienceleague.adobe.com/docs/journey-optimizer/using/orchestrate-journeys/about-journey-b...

View solution in original post

1 Reply

Avatar

Correct answer by
Community Advisor

@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....

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

Build the segment : https://experienceleague.adobe.com/docs/journey-optimizer/using/segment/segments/creating-a-segment....

Read segment in journey : https://experienceleague.adobe.com/docs/journey-optimizer/using/orchestrate-journeys/about-journey-b...