Audience Member Bulk Imports
If your list of Audience Members grows, managing them individually can be tedious. The Embed Portal has an import capability for you to import CSV files.
Uploading and Mapping
First you choose a CSV file. This file must contain the email addresses of the Audience Members, to match them up with the Audience Members that are already in the Embed Portal.
After choosing a file, the Audience Member Email, any custom properties, and Audience Groups will show up in a list of select boxes.
Before uploading, make sure you have created the Audience Member custom properties. Click here to learn more about Custom Properties.
First choose the email field
Then, map any columns that contain values for custom properties. In the example below, the column "Member Prop 1" contains the values we want in the custom property named "My prop"
If you name your CSV columns with the same name as the custom properties, this mapping will be pre-selected for you.
Last, choose the columns that indicate Audience Group membership. The Audience Members will be placed in groups according to the following rules:
- If the value from the CSV file is "true" for that Audience Member, the Audience Member will be placed in the Audience Group
- If the value from the CSV file is "false" or blank, the Audience Member will be removed or not added
- If you do not map a value, then the Audience Group membership will be untouched by the import process and will remain as it was before
Here is an example after field mappings are selected
Audience Members Check
The second step of the importer is to confirm what you are uploading and the behavior you want.
First, you see there are 5 Audience Members that are already in the Embed Portal. You have the option to delete these users or leave them alone.
Next, you see that 3 Audience Members are in the uploaded CSV but are not in the Embed Portal yet. These will be created.
Last, you see that 1 Audience Member is already in the Embed Portal, and they are in the uploaded CSV. This match is made using the email address. The import process will update the custom properties and Audience Group memberships of these Audience Members.
Final Confirmation
As a last check, the updates will not be applied until you click "Perform Import"
Sample File
You can download the CSV file used in these examples from the links at the bottom of this document.
Walkthrough
You can view a walkthrough of the steps above here: