Load an email audience from a file audience-from-file

You can target profiles stored in an external file. Profiles are not added to the database, but all fields in the input file are available for personalization. Supported file formats are: text (TXT) and comma-separated value (CSV). This article describes how to load external profile when creating a standalone email delivery. To load data from a file in a workflow, refer to this page.

CAUTION
  • This capability is only available for email deliveries. It cannot be used with SMS or Push deliveries.

  • You cannot use control groups when loading the target population from an external file.

  • Profiles are not added to the database, and only loaded and available for this specific standalone email delivery.

Select and configure your file upload

To target profiles from a local file directly from the email interface, follow these steps:

  1. Open an existing email delivery, or create a new email delivery.

  2. In the email delivery creation window, from the Audience section, click the Select audience button and choose the Select from file option.

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  3. Select the local file to use. The format must align with the sample file.

  4. Preview and check how data is mapped in the central section of the screen.

  5. Choose the column which contains the email address from the Address Field drop-down. You can also select the denylist colum if you have such information in the input file.

  6. Adjust the column settings, and how to format data from the available options.

  7. Click Confirm once settings are correct.

When creating and personalizing the message content, you can select fields from the input file in the Personalization editor.

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Sample file sample-file

Supported formats are TXT and CSV. The first line is the column header.

Align your file format with the sample file below:

{
lastname,firstname,city,birthdate,email,denylist
Smith,Hayden,Paris,23/05/1985,hayden.smith@example.com,0
Mars,Daniel,London,17/11/1999,danny.mars@example.com,0
Smith,Clara,Roma,08/02/1979,clara.smith@example.com,0
Durance,Allison,San Francisco,15/12/2000,allison.durance@example.com,1
}

Preview and test your email test

Campaign Web allows you to preview and send test emails when using an audience uploaded from a file. To do this, follow these steps:

  1. Click the Simulate content button from your delivery content editing screen and click the Add test profile(s) button.

  2. The profiles contained in the uploaded file display. Select the profile(s) that you want to use for previewing your content and click Select.

  3. A preview of the delivery content displays in the right pane of the screen. Personalized elements are replaced with the data from the profile selected in the left pane. Learn more on delivery content preview

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  4. To send test emails, click the Test button.

  5. Click the Upload proof profiles button and select the .txt or .csv file that contains your proof recipients.

    note caution
    CAUTION
    Ensure that the file format matches the one used for uploading your audience. Any format errors will display an alert.
  6. When the proof recipients are added and you are ready to send the proofs, click the Send test email button and confirm the sending.

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  7. You can monitor the sending of the test email using the View test email log button at any time. Learn more on test emails monitoring

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