How do I add contacts to the Audience Manager?

You can add contacts to the Audience Manager using two methods:

1. Add Contacts Individually:

   • Step 1: Navigate to Audience Manager from the Contact Manager navigation tab.

   • Step 2: Click on "Add Contact."

   • Step 3: Select "Create Contact."

   • Step 4: Fill in the required contact details.

   • Step 5: Click "Create" to save the contact.
     

2. Add Contacts via CSV Upload:

   • Step 1: Navigate to the Contacts section by clicking on the Audience Manager icon in the sidebar.

   • Step 2: Click on "Add Contacts" to access the CSV upload page.

   • Step 3: Upload your CSV file by clicking the "Upload CSV" button, ensuring your file meets the following criteria:

     • Contains valid contact information (e.g., Name, Email, Phone Number).

     • File size does not exceed 20 MB.

     • Less than 20,000 records.

     • All columns have headers.

   • Step 4: Map the CSV columns to corresponding contact fields in the system (e.g., Mobile Number, Email, First Name, Last Name, etc.).

   • Step 5: Review the mapped fields to ensure accuracy.

   • Step 6: Click the check box to create the consent for the uploaded CSV Contacts

   • Step 7: Confirm the import, review your selections, and click "Import."

   • Step 8: View the import status, and once complete, a success message will appear.

   • Step 9: The uploaded contacts will be visible in real-time in the Audience Manager.

How do I customize column view in Audience Manager?

To customize the column view in Audience Manager:

• Step 1: To manage properties click on the edit columns icon on the Audience Manager.

• Step 2: After opening the edit column, you have the option to customize the column view. Simply deselect the columns you don't need to focus solely on the information you want.

How do I add custom fields in Audience Manager?

To configure custom properties in Audience Manager:

• Step 1: To manage properties click on the edit columns icon on the Audience Manager.

• Step 2: Once the edit column is opened, the next step is to select "Manage property."

• Step 3: Click on 'Add Property', to add custom property in your audience manager.

• Step 4: To create a new custom property, specify the property name and select the appropriate property type, such as String, Integer, Boolean, Date, or Select List.

• Step 5: Once you've chosen the property type, click on "Add" to create the custom property. You can add multiple properties following the same steps.

How do I edit contact property?

To edit a contact's property in Audience Manager:

• Step 1: Click on the contact detail to select the contact.

• Step 2: To add or update a detail, edit the property field in the Contact details by clicking on the icon.

• Step 3: After updating the contact, click the check mark to save the changes or the cross to cancel them.

What is a segment? How do I create one?

A segment is a group of contacts filtered based on specific conditions, such as demographics, behaviours, or engagement levels. Segments allow users to send personalized campaigns to targeted audiences, ensuring that each group receives content relevant to their interests or actions.

To create a segment, follow these steps:

• Step 1: Navigate to Audience Segment from the Contact Manager Navigation Tab

• Step 2: Click "Add Segment" to create a new segment.

• Step 3: Add conditions to define the segment.

• Step 4: To view the number of contacts in the segment, click the refresh button on the right side.

• Step 5: You can edit the segment name and save it as needed.

• Step 6: After adding all conditions, save the segment by clicking the save button in the upper right corner.

• Step 7: Once saved, the new segment will appear in the Audience Segment section.

• Step 8: Clone a segment by clicking the clone icon to create a new copy.

• Step 9: Edit the segment by clicking the edit icon or delete it by clicking the delete icon.

Frequently Asked Questions

1. Is there any limit while uploading CSV files?

Yes, there are limits when uploading CSV files to Audience Manager:

• The file size must not exceed 20 MB.

• The CSV can contain up to 20,000 records.

• Ensure the CSV contains valid contact information and that all columns have headers.

2. How can I update contact details?

To update contact details in Audience Manager:

1. Navigate to the specific contact you wish to update.

2. Click on the contact to view their details.

3. Edit the required fields by clicking on the field icons.

4. After making changes, click the checkmark to save, or the cross to discard the changes.

3. Can I edit custom fields once created?

No, once a custom field is created in Audience Manager, it cannot be edited. If changes are needed, you would have to create a new custom field with the desired settings.

4. Can I delete custom fields from Audience Manager?

No, you cannot delete custom fields from Audience Manager. Once a custom field is created, it remains in the system and cannot be removed, so it is important to create fields thoughtfully.

5. Can I mark custom fields as mandatory?

No, Audience Manager does not currently provide the option to mark custom fields as mandatory. However, you can ensure consistent data entry by training users to fill in these fields when adding or updating contacts.

6. What criteria can I use to define these segments?

You can define audience segments using Audience Manager fields, and you can apply various criteria based on fields added, such as:

• Demographic Information: Age, gender, location, etc.

• Behavioral Data: Purchase history, website interactions, previous campaign engagement, etc.

• Engagement Levels: Recent activity, frequency of interaction, response to previous campaigns, etc.

• Custom Attributes: Any specific fields or custom data points available in your contact database.

These conditions allow you to target specific groups of contacts with personalized messaging that meets their needs or interests.

7. Is there any limit to the number of conditions that can be added?

Yes, there is a limit. You can add up to 10 conditions in total: 5 AND conditions and 5 OR conditions.

These conditions allow you to create highly specific audience segments. However, keep in mind that the more conditions you add, the more specific your segment becomes, which may reduce the number of contacts who meet all the criteria.

8. How can I view the updated contact number after adding all conditions?

To view the number of contacts that match your segment conditions:

• After adding or editing conditions, simply click the refresh button located on the right side of the conditions panel.

• This will display the updated number of contacts that fall into the segment based on the conditions you've set.