CSV

A list is a file containing identifiers for existing contacts that can be imported into your account and targeted immediately. Each identifier must be associated with an existing contact in your Quest account.

Use Cases

There are a few ways to upload data into Quest via a .csv and it’s important to know the differences between them so you can quickly get what you need out of the platform.

My CSV has a list of emails with other fields that I would like to use for segmentation and/or personalization.

• The CSV can be uploaded as a contact dataset with the option to source the data from an upload instead of a database.

• The additional fields will need to be named and set for use as condition and/or content (segmentation and/or personalization).

• This option will require a full refresh before it becomes available for use.

My CSV has a list of emails with no other fields and I would like to use it in segmentation alongside existing fields or segments (e.g. suppression).

• When creating a dataset, choose Contact Segment.

• This will require a refresh to use.

• When in the segment builder, search for customer segment and your new dataset will be in the drop down that appears.

• This is best used for suppression groups.

My CSV has a list of emails with no other fields and I would like to use it in segmentation but do not need to mix it with other criteria.

• The quickest way to target an audience from a CSV is the list upload feature. This allows you to upload a list of emails and make them available for segmentation in just a couple of minutes, instead of having to wait for a refresh. However, it cannot be mixed with any non list-upload segmentation criteria so you will only be able to use the CSV as your audience for taking actions.

  • Note: Emails must be present in Quest already.

My CSV does not have a list of contact information.

• A lookup table is likely the route we will go here. Contact your account manager for alternative workflows.