User Documentation

Create segments through file upload

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There are two ways of uploading a file -

  1. Upload a file directly,
  2. Upload the file through an FTP server.

The segments created through upload are static as the customers/values in a partition do not change automatically. However, you can edit a segment to update details manually, i.e., you can add new customers or update existing segment values (partition name) of customers.

Your CSV file should have the following headers:

1st column header: user_id, mobile, email or external_id
2nd column header: value

You can also track customer activities manually by making the respective segment SCD and specifying the date of the tracked values every time you update the segment.

To create a segment through file upload:

  1. On the EI navigation pane, click User Segments.
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  1. Click Create Segment.
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  1. In Segment Name, specify a name for the group.
  2. In Description, specify a short description of the segment.
  3. In Type, select SCD to keep a track of customer behavior for the current segment. Select Non-SCD to save only the current snapshot.
  4. In Method, choose Upload for list creation through file upload.
  5. Click Next to continue.
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OPTIONDESCRIPTION
Valid fromYou need to manually specify the date when the events specified in the CSV file have happened (for SCD). Hence, whenever you upload a new file, it is required to specify the date on which the values are tracked
Upload Type - UploadSelect Upload to directly upload the CSV file and click Choose File to upload the fil

Sample contents of a .csv file with customer id and loyalty value: mobile,value44700900000,High 44700915020,Low
44700911011,High
Upload Type - FTPSelect FTP to upload through an FTP server >specify the path in the FTP server where the file is available and > click Upload
Note: Enter a valid FTP path. FTP path must be relative to the configured root folder. For example, rootfolder/FTP path such as ftp://demo_apac/demo_master/demo_path/demo**points.csv. Here, demo_apac/demo_master/ is the root folder and /demo_path/ is the FTP path.

To use FTP, you should have configured the FTP address and access credentials as explained below

1. Navigate to Segments > Settings.
2. Specify Server Address (FTP server URL), Username, and Password.Notes:

1. The file name should adhere to the following format: "_segment name__suffix**"
For instance, take 'demo__points.csv' as an example. Here, 'demo' represents the segment name, separated by a double underscore from the 'points' suffix.
2. The FTP path must point to the correct CSV file.
3. The first row of the CSV sheet must be a column header.
4. The first column header must be a user identifier such as user id, mobile, email, and external_ID.
If the identifier is mobile(mobile number), country code is mandatory (without the "+" sign). For example, 919972752991.
5. The second column header must have a partition value. For example, If the first column header is the user_id(1,2,3, and so on) then the second column header must hold the partition value( high, medium, or low).
  1. Click Upload & Proceed. You will see the segment with the list of partitions as shown below
  • Partitions: Partitions are different values of a segment. For example, if a segment has high loyal, low loyal, and medium loyal as segment values, then three partitions will be created (one for each value)
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  1. Once the processing is completed, review the details and click Create
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The segment will be in Inprogress status initially and once processed, the status label will disappear automatically.

  • Inprogress: The segment creation is being processed
  • Draft: Signifies draft state where the recent changes were not saved. If you open the segment, you will see Draft available: Save changes to see the partition values. You can save or Deactivate draft segments

Editing an existing upload-based segment

You can modify a segment to add or modify existing details. During editing the upload-based segment, the existing segment details will be completely replaced with the new details that you upload. So, make sure you create a new file accordingly.

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Note

Each time you upload or import a file using the upload-based segmentation, the data from the new file replaces the existing data.

To edit a segment

  1. On the Segments summary page, click on the segment that you want to edit. You can filter the summary list by Type (SCD, Non-SCD, or All) and Method (Conditions, Upload, or All) and also search for a specific filter in the Search box.
  2. Click Edit Segment.
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  1. Choose your preferred Upload Type and upload the new file
  2. Click Upload & Proceed. Wait until the file is processed successfully
  3. Click Update.

Updated about 2 months ago