File Transfers

Managing Diverse Data Files and Turbocharging Targeted Campaigns

File Transfers Overview

Welcome to the Netmera File Transfers feature! This tool is designed to streamline the process of updating and managing data for targeted campaigns. In today's dynamic digital landscape, efficient data management is key to successful omnichannel customer engagement. Netmera's File Transfers provide a flexible and comprehensive solution to meet your various data upload needs.

How to Transfer a File to Netmera Panel

Targeting > File Transfers > File Type > Upload

General Transfer Data File Warning:

Ensure your file meets the following criteria before initiating a transfer in Netmera: it must be a .csv or .txt file (please read the specific guides for each file transfer below), with each line containing a single entry.

Following these guidelines is essential for a smooth and accurate transfer process. Failure to comply with these requirements may lead to transfer issues.

Start by navigating to the Targeting section in your Netmera account. Once there, access the File Transfers option. Within the File Transfers interface, you'll find different options tailored to specific data transfer needs, such as uploading files, creating distribution lists, updating tags, and more. Choose the option that aligns with your requirements.

Depending on the selected option, provide a unique list name, which will be used for identification in targeting screens. After that, select the file you want to upload, ensuring it follows the specified format guidelines. With your selections in place, initiate the file transfer process. Netmera will efficiently process the data, updating the relevant information for your targeted campaigns.

File Transfer Dashboard

Upload Distribution Lists

Upload Distribution List allows you to create and manage lists for targeted distribution. When on this page, you'll encounter a field prompting you to enter a "List Name." This name is crucial for identification in targeting screens, helping you select the appropriate list for your campaigns. Additionally, you'll need to choose a text file for upload, ensuring it adheres to the specified format: each line should contain a single user identifier in the format "ExternalId: User identifier used in the app." This streamlined process facilitates the efficient organization and utilization of distribution lists for your tailored campaigns.

List Name: The List Name is where you provide a unique identifier for the list you're creating. This name becomes instrumental in targeting screens, enabling you to easily identify and select the list for your campaigns.

File: File section allows you to choose the text file containing user identifiers. It's imperative to note that the chosen file should adhere to the specified format, with each line representing a single user identifier in the format "ExternalId: User identifier used in the app." This meticulous file selection ensures that the distribution list is accurately populated, facilitating precise and effective targeted distribution for your campaigns.

Upload Distribution Lists File Warning:

You'll need to choose a text file for distribution lists upload, ensuring it adheres to following:

Each line should contain a single user identifier in the format:

"ExternalId: User identifier used in the app"

Tag Uploads

You have the ability to assign tags to specific users, enhancing your categorization and targeting strategies. Here, you will find a field prompting you to enter a "Tag Name." This name is crucial as it represents the tag that will be assigned to the uploaded users. Additionally, you'll need to select a text file for upload, ensuring it adheres to the specified format: each line should contain a single user identifier in the format "ExternalId: User identifier used in the app." This straightforward process enables you to efficiently update tags for a group of users, refining your user segmentation for more targeted campaigns.

Name: The Name field is where you specify the tag name to be assigned to the users in the uploaded file. This tag becomes a valuable tool for categorization and organization in your campaigns.

File: File section allows you to select the text file containing user identifiers. It's essential to note that the chosen file should adhere to the specified format, with each line representing a single user identifier in the format "ExternalId: User identifier used in the app." By carefully selecting and uploading this file, you seamlessly update tags for your users, contributing to a more refined and targeted approach in your campaigns.

Tag Uploads File Warning:

You'll need to choose a text file for tag upload, ensuring it adheres to following:

Each line should contain a single user identifier in the format:

"ExternalId: User identifier used in the app"

User Uploads

It facilitates the management of individual user information for targeted campaigns. On this page, you'll find a field prompting you to enter a File Name. Additionally, you'll need to choose a text file for upload, ensuring it follows the specified format: each line should contain single user information, as "token, externalId." This user-centric approach allows you to efficiently update details for individual users, providing a personalized touch to your campaigns.

File Name: This field is where you specify the name of the file you are uploading. This name is important as it identifies the file on the File Transfers screen, making it easier for you to locate and manage.

File: It allows you to select the text file containing individual user information. It's crucial to note that the chosen file should adhere to the specified format, with each line representing single user information, such as "token, externalId."

User Uploads File Warning:

You'll need to choose a text file for tag upload, ensuring it adheres to following:

Each line should contain single user information as "token, externalId."

Email Uploads

The Upload Email List is designed for efficient management of email information in your campaigns. This comprehensive process streamlines the management of email data, allowing for personalized tagging and synchronization with IYS for enhanced campaign effectiveness.

File Name: Enter a unique and descriptive name for the file to be used in the File Transfers screen, facilitating easy identification and management.

Tag Name (Optional): Optionally, specify a Tag Name to categorize and organize the uploaded users. This tag enhances the granularity of your user segmentation for more targeted campaigns.

File: Choose a .csv or .txt file containing single email information on each line. Adhere to the specified format to ensure accurate and efficient updating of email details.

IYS Sync: Optionally, check the IYS Sync box if you want to synchronize your email list with the İleti Yönetim Sistemi. This feature enhances the synchronization of your email data for a more cohesive and effective campaign strategy.

Email Uploads File Warning:

Choose a .csv or .txt file containing single email information on each line.

Promotion Value Uploads

Start by specifying a descriptive Promotion Name, serving as the identifier for the uploaded file on the File Transfers screen. Additionally, input the Promotion Expiry Date to keep track of promotional timelines. Choose a text file for upload, ensuring each line contains single promotion value information, such as "externalId, promotionValue." This organized process streamlines the updating of promotion values, allowing for a more coherent and effective campaign strategy.

Promotion Name: Enter a distinctive and descriptive name for the promotion. This name will be used in the File Transfers screen, aiding in easy identification and management.

Promotion Expiry Date: Specify the expiry date for the promotion. This date serves as a valuable reference point for tracking promotional timelines.

File: Choose a text file containing single promotion value information on each line. Adhering to the specified format, such as "externalId, promotionValue" ensures accurate and efficient updating of promotion details.

Promotion Value Uploads File Warning:

You'll need to choose a text file for tag upload, ensuring it adheres to following:

Each line should contain single user information as "externalId, promotionValue"

Geofence Uploads

The Upload Geofence feature allows users to upload geofence data for location-based targeting within a marketing or engagement platform. To initiate the upload, select a CSV file containing the geofence information. Note that only CSV files are accepted for this process. Once the file is chosen, the system will start processing the data, and it may take up to 5 minutes to upload all the geofences from the file. This efficient process enables businesses to integrate location-based strategies into their campaigns, enhancing the precision of targeting based on geographical areas.

File: Choose a CSV file containing the geofence data. The file should follow the specified format to ensure accurate processing of location-based information.

Geofence Uploads File Warning:

Choose a CSV file containing the geofence data.

In summary, Netmera's "File Transfers" feature simplifies the management and updating of crucial data for targeted campaigns. Whether you're handling distribution lists, user information, or synchronizing email lists, the streamlined process makes complex data tasks more manageable. This feature's flexibility in accepting various file types and its option to synchronize with external systems enhance its versatility. ⭐