How to Add and Update Profiles

You can enter the File Import Wizard either by clicking Import Profiles or by clicking Add a New Profile anywhere in Audience:

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In this article


The tool allows you to perform different operations on the data that is imported from the file. So, first, you have to choose what type of import you want to do on the file data.

This is what you need to do to add and update profiles:

Import Type

Click Add & Update on the first step of the wizard.

To Add means to import a file containing Profiles that do not exist in your APSIS One Audience, and to Update is to import a file containing new or additional information on Profiles that already exist in your APSIS One Audience. Whether you will be adding new Profiles, updating existing ones, or both, depends on the contents of the file you import.


Import File

1. Click on Choose file and select the file from your computer. We support CSV files up to 10MB and XLS/XLSX files up to 3MB.

Read more about the supported file formats in this article...

A regular file set to show as columns will look roughly like this:

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By choosing a file to import, you guarantee that you have collected the information in the file with consent (or another legitimate basis).

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The file may contain as many fields as you find necessary. The first row in the file must be the type of data, and the following rows must contain the data.

Have in mind that the formatting of the values for Attributes in your file must be correct in order for APSIS One to recognise the data. Read more about Supported Data Formats...

2. Click Next after choosing your file.

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1. Choose which channels you want the profiles to be added to, Email, SMS or both. This means that the profiles will be eligible for receiving marketing communications on the chosen channels.

2. Choose which consent list and topics you want to add your profiles to. You can click and select one or more topics from multiple consent lists. You can also click on a consent list to select all the topics that belong to that list.

If you want to deselect a Topic, simply click on the X button next to it.

Do you have consent?

If you intend to add Profiles into a topic in a consent list, you must make sure that you indeed have their consent for those communication channels.

If you don't have their consent or if your file contains Profiles who decided to opt-out, do not tick the Re-subscribe Profiles who have opted out from topic box.

On the other hand, if your file contains Profiles who have unsubscribed from the topic, but you have their permission to resubscribe them, tick the box. Note that, as of today, it is only possible to resubscribe Profiles to a topic but not to an entire Section (all consent lists and topics).

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Consent lists and Topics must be created in advance. Read more about Consent lists and Topics...

3. Click Next to finalise your choices. The profiles will be assigned to the chosen channels and topics.

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Mapping

Let's make sure all the information in the file gets imported into APSIS One by matching the file's columns to Profile attributes.

Automapping

Automapping will try to match the file's columns to the Profile attributes by comparing their respective names and making some simple common sense comparisons e.g. "Phone number" will match "PHONE NUMBER". We will keep iterating on automapping to handle more complex cases.

To complete the Mapping step:

1. Choose the first file column(s) to assign to the Profile attributes used for the channels that you selected on the previous step.

Typically, this is either the Email attribute or the Mobile attribute or both.

2. The wizard expands to let you assign the remaining file columns to the right Profile attributes.

With Automapping, most of the values will have been chosen automatically. Make sure that the right fields are selected, and that all the columns that you want to map, have a corresponding attribute.

3. Once you're done, click Next.

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At this point, every column with (useful) data will have been mapped to a Profile attribute.


Import Options

Tick the corresponding boxes to implement different rules to the logic of your file import in the case of duplicates, empty fields, existing lists and Topics.

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Update Profile Data

Tick this box if you want the Profile data imported to overwrite data on existing Profiles in APSIS One. This would only affect the existing information, so if the file contains data that the existing Profile doesn't, it will add it into the Profile. If left unticked, there will be Profile duplicates with different data.

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Reset Profile Attributes

If your file does not contain information that exists in a Profile in your present Audience, this option will erase the information in the platform that is not present in the file. This option allows users to bulk erase data from Profiles existing in Audience while, at the same time, updating the information on new and existing Profiles.

If you don't what to erase conflicting fields, simply do not tick this option. Conflicting fields will be ignored.

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Tagging Profiles

You have two options when it comes to tagging Profiles with the File Import Wizard:

You can tag all Profiles with one or more tags, or you can choose a column from your file that contains one or more values that can be imported as tags.

Note that you must choose a column that contains the tags you want to add to the Profiles, and not Profile Attributes. The values must not be unique to each Profile. Rather, tags are used to group and identify Profiles. These should be used sensibly, with values that you will be using in the future. For example: "VIP", "Internal", "EME 2017"...

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About Tags

Tags are internal markers that can be manually applied to Profiles. In the File Import Wizard you have the option to tag the Profiles you import so that later you can locate them easily.

Another advantage is to tag the Profiles in order to create a segment for your next sending, although in the Send to step of both Email and SMS tool you can also filter the recipients by tag. Some businesses may have recurrent imports to match their internal data systems, and tagging the Profiles in this Wizard will simplify the task of communicating with the right audience. Read more about segmentation...

Tag Profiles

1. Click on the Select tag drop-down menu to Tag the Profiles created as a result of the import, so that they can be easily found in the future.

To create a new tag, click Create new tag, add your tag text and click Save.

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Tag Profiles with Column Value

1. Expand the Specify column drop-down menu and choose the column from your file that contains the values for tagging each Profile.

You may tag Profiles with multiple values, as long as they're separated with commas (ie "Golf, Hockey").

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To choose multiple columns, click Add more columns and repeat the process described above.

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Done tagging?

Click Next.

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Overview

Take a last look at your file import. Make sure that you have chosen the right consent lists and topics, channels, and mappings.

If you need to modify anything, you are free to track back to any step on the left side navigation.

Have you double checked everything? Once you click Import, the changes cannot be undone.

Please allow at least (30) minutes after a file import before proceeding with any APSIS One activities. Profiles take time to be created in your Audience and they may not be available right after an import.

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When you're ready, click Import. Click Cancel to quit the File Import Wizard.

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4.Take a look at the File Import Report to learn more about the results of your import!

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