Import and activate an audience by uploading a CSV file

This is a demo of how to use CSV custom upload audiences in Adobe Journey Optimizer. So here I’m on the audiences inventory screen. You may have seen this before, you are able to import CSV audiences through this import audience tab here. Once you click there you can select a file. In my use case I have webinar attendees, information I have collected. So we can see information here such as email address, phone number, their name, which company they represent, and the webinar that they attended and the date. So I have already uploaded this similar file earlier. And if I click into that audience I can see information about it. I have 11 records ingested. I can see it ingested successfully. And now I want to utilize that in a journey. I can target those in an email campaign. Now if we want to use these in the expression editor in Journey Optimizer I’m going to need to add the attributes that I uploaded. So if we go back to this page, each of these columns is considered an enrichment attribute. They are not written to the profile but instead they are tied to the profile and available for personalization. And in the condition activity which we’ll see in a minute. Now if we want to use it in the expression editor we need to add it into the data source. I’ve already added this one here. You can see that in order to add it to a field group you need to know the name of the audience. And that can be received or that can be viewed right here. And so then when we go to create the field group we’d select that schema. And then when we click into it we can add all of the attributes that were in the file that are now enrichment attributes. And when you save that those will be saved to the data source. Now another important thing is that when you upload an audience, a CSV audience, and you, let me go back to the next step. You identify the attribute from the file that you want to select as the identity. From AEP you also select namespace, email in this case. Now as it’s going through the profiles in AEP, as it goes through each record in your file. If it doesn’t spot a match on the email address it’ll actually create a new profile fragment. So that it can tie those enrichment attributes to that new fragment. Now this new fragment won’t have any of the typical execution addresses such as personal email address or mobile phone number populated. Those will be empty, right, because it’s a new profile fragment. So in order to target those new profile attributes or new profiles there is now the ability inside of the channel configuration. That when you’re specifying the execution address you will type in the identity map. And what that will do is that it will take the attribute from the CSV file that you specify here and use that for targeting. Now in our case we selected the email address so if we go back here it will now use this email address, these addresses for the actual targeting in my journey. So I need to make sure that when I go to my journey I use that specific channel configuration. Now here is the journey that I’m going to use for the CSV audience. I’ve gone into my read audience activity and selected my webinar attendee list. I’ve added a condition activity and this is just a simple check to make sure I’m targeting the correct webinar. So it’s impactful leadership. And then when I go into the email make sure that I’ve selected the email configuration that I showed earlier where it’s targeting the identity map for the delivery address. When I go into the content we can see the personalization fields that I used. Alright and this is a follow up to my webinar attendees to ask them to fill out a survey. So first I do some personalization on the first name. Now when you go into the personalization editor you can drill down, this will be the underscore instance name of your IMS org. Then audience enrichment, customer upload, or audience upload, the name of the file, and then here you can see all the attributes, the enrichment attributes. I’ve previously used first name here for the personalization. You can see I have other personalization here. We hope you enjoyed the, and then this will be the name of the webinar. And then I have the date and I have the time at which it occurred as well. So I’m just using four attributes, four fields from the CSV file to personalize this email. Now when all is good I’m ready to go. I can go ahead and save and publish. I’ve previously done that so let me go ahead and bring up an email that you can see. So here is the email that was sent out. We have a profile here, Olivia. She attended the Impactful Leadership webinar on October 10th, 2024 at 10 a.m. This is just a quick way to show you how the personalization can occur using the enrichment attributes from the CSV file. And we also showed you how you can use those attributes in the condition activity as well. Thank you.