Data Sources

Data Sources is where new customer lists can be uploaded, e.g. from your CRM. These data sources can later be used in the Audience Segments section to create new audiences.

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Flow Relay option will be available soon.

File Requirements

  • The file must be in a comma-seperated value format (csv)

  • It should at minimum contain email addresses, or MAIDs

  • Any PII information must be hashed

    • First Name

    • Last Name

    • Email address

    • Phone number

    • Personal address

    • Any other identifying fields

  • Other fields like country code don't need to be hashed

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Uploading a New PII File

  1. Click Upload.

  1. Select the correct folder location for the csv to be uploaded to. Then below, either click on the upload box to select a csv, or drag and drop onto the box. Click Upload once the correct file has been uploaded.

  1. Once done, the pop-up will dissappear and the new file will be on the screen. If it is a successful upload, it will stay there. If there was an error it will be immediately removed. Click on File Activity to check history.

  1. To double check the file contents, click on the file name and a pop-up will appear showing the contents.

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Turn these files into audiences by going to Audience Segments.

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