File Transfers
Managing Diverse Data Files and Turbocharging Targeted Campaigns
How to Transfer a File to Netmera Panel
This tool is designed to streamline the process of updating and managing data for targeted campaigns. Netmera's File Transfers provide a flexible and comprehensive solution to meet your various data upload needs. ✨
Targeting > File Transfers > File Type > Upload
Navigate to Targeting Section: Go to the Targeting section in your Netmera account.
Access File Transfers: Select the File Transfers option.
Choose File Type: Within the File Transfers interface, choose the appropriate file type option that aligns with your requirements (e.g., uploading files, creating distribution lists, updating tags).
Provide List Name: Depending on the selected option, provide a unique list name. This name will be used for identification in targeting screens.
Select and Upload File: Select the file you want to upload, ensuring it follows the specified format guidelines.
Initiate File Transfer: With your selections in place, initiate the file transfer process. Netmera will efficiently process the data, updating the relevant information for your targeted campaigns.
General Transfer Data File Warning
Ensure your file meets the following criteria before initiating a transfer in Netmera:
The file must be a .csv or .txt file (please read the specific guides for each file transfer below).
Each line must contain a single entry without any spacing.
Following these guidelines is essential for a smooth and accurate transfer process. Failure to comply with these requirements may lead to transfer issues.
File Encoding Hint
Upload Files in UTF-8 Format for Correct Display on Netmera Panel: To ensure your files are uploaded successfully and that Turkish characters appear correctly on the Netmera panel, ensure they are encoded in UTF-8 format before uploading. This will resolve any issues with character rendering.
File Transfer Dashboard
Upload Distribution Lists
The Upload Distribution List feature allows you to create and manage lists for targeted distribution. This streamlined process facilitates the efficient organization and utilization of distribution lists for your tailored campaigns.
Detailed Instructions
List Name:
Description: Provide a unique identifier for the list you're creating. This name is crucial for identification in targeting screens, enabling you to easily identify and select the list for your campaigns.
Example: "HolidayPromo2024"
File:
Description: Choose a text file containing user identifiers. It is imperative to note that the chosen file should adhere to the specified format, with each line representing a single user identifier.
Format: Each line should contain a single user identifier in the format "ExternalId"
Upload Distribution Lists File Format:
Ensure that the .txt file you choose for distribution lists upload adheres to the following format: each line should contain a single user identifier in the format "ExternalId" Adhering to this format is essential for the accurate and efficient organization of your distribution lists.
Tag Uploads
The Tag Uploads feature allows you to assign tags to specific users, enhancing your categorization and targeting strategies. This process enables efficient updating of tags for a group of users, refining your user segmentation for more targeted campaigns.
Name:
Description: This 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.
Example: "PremiumMembers"
File:
Description: This section allows you to select the text file containing user identifiers. It is essential to note that the chosen file should adhere to the specified format, with each line representing a single user identifier.
Format: Each line should contain a single user identifier in the format "ExternalId: User identifier used in the app."
Tag Uploads File Format:
Ensure that the .txt file you choose adheres to the following format: each line should contain a single user identifier in the format "ExternalId". Adhering to this format is essential for the accurate and efficient updating of tags within the system.
User Uploads
The User Uploads feature facilitates the management of individual user information for targeted campaigns. This user-centric approach allows you to efficiently update details for individual users, providing a personalized touch to your campaigns.
Detailed Instructions
File Name:
Description: 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.
Example: "July2024_UserInfo"
File:
Description: Choose a 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.
Format: Each line should contain single user information in the format "token, externalId".
User Uploads File Format:
Ensure that the .txt file you choose adheres to the following format: each line should contain single user information in the format "token, externalId". Adhering to this format is essential for the accurate and efficient updating of user details within the system.
Email Uploads
The Upload Email List feature is designed for the efficient management of email information in your campaigns. This process streamlines the management of email data, enabling personalized tagging and synchronization with the İleti Yönetim Sistemi (IYS) for enhanced campaign effectiveness.
File Name:
Description: Enter a unique and descriptive name for the file. This name will be used on the File Transfers screen, facilitating easy identification and management.
Example: "July2024_CampaignEmails"
Tag Name (Optional):
Description: 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.
Example: "VIP_Customers"
File:
Description: 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.
Format: Each line should contain one email address.
IYS Sync (Optional):
Description: 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. To be able to use this feature you need to integrate IYS to Netmera (IYS Integration).
Email Uploads File Format:
Ensure that the .csv or .txt file you choose contains single email information on each line. Adhering to this format is essential for the accurate and efficient updating of email details within the system.
Promotion Value Uploads
When uploading promotion values, it is crucial to start by specifying a descriptive Promotion Name and the Promotion Expiry Date. This information aids in the identification and management of the promotion on the File Transfers screen.
Promotion Name:
Description: Enter a distinctive and descriptive name for the promotion. This name will be visible on the File Transfers screen, aiding in easy identification and management.
Example: "Summer Sale 2024"
Promotion Expiry Date:
Description: Specify the expiry date for the promotion. This date is essential for tracking promotional timelines.
Example: "2024-12-31"
File:
Choose a text file containing single promotion value information on each line. Adhering to the specified format ensures accurate and efficient updating of promotion details.
Each line should contain the external ID and the corresponding promotion value separated with comma ( , ).
Promotion Value Uploads File Format:
When preparing the .txt file for upload, ensure it adheres to the following guidelines:
Format: Each line should contain single user information formatted 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, follow these steps:
Select a CSV File:
Choose a CSV file containing the geofence information. Note that only CSV files are accepted for this process.
Start the Upload:
Once the file is chosen, the system will start processing the data.
Processing Time:
It may take up to 5 minutes to upload all the geofences from the file. Please be patient during this time.
Write the following values in only one column or text;
Name, Latitude, Longitude, Radius, Entity Status, Distance Unit, and Group. Please ensure each row adheres to this format. Do not change the order of these values in your file.
Name: This is the name of the geofence, used to identify it uniquely. For example, "ShoppingCentre1" or "OfficeBuilding2".
Latitude: The geographical latitude coordinate of the geofence's center point. It should be in decimal degrees format, e.g., 40.712776.
Longitude: The geographical longitude coordinate of the geofence's center point. It should also be in decimal degrees format, e.g., 74.005974.
Radius: The radius of the geofence area from the center point, measured in the specified distance unit. This defines the size of the geofence, e.g., 500.
Entity Status: The current status of the geofence, indicating whether it is active or inactive. Typically values could be "ACTIVE" or "INACTIVE".
Distance Unit: The unit of measurement for the radius, such as meters or kilometers, e.g., "METERS".
Group: The group to which this geofence belongs, used for categorization purposes. For example, "RetailGroupA" or "BusinessGroupB".
Geofence Uploads File Format
To upload geofence data, follow the format and guidelines below:
File Format
File Type: Choose a
.csvfile containing the geofence data.Separator: Use a semicolon (
;) to separate values in the file.Spacing: Do not use any spacing between the values or fields.
Example Format
Your CSV file should follow this format:
Last updated
